JPMorgan U.S. Research Enhanced Equity Fund Class R6
JDEUX
NASDAQ
| Weiss Ratings | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Raffaele Zingone (24), Timothy Snyder (9) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan U.S. Research Enhanced Equity Fund Class R6 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 24, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 15,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.77% | |||
| Dividend | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.13% | |||
| Asset Allocation | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.91% | |||
| Stock | 99.09% | |||
| U.S. Stock | 98.97% | |||
| Non-U.S. Stock | 0.12% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.87% | |||
| 30-Day Total Return | 0.64% | |||
| 60-Day Total Return | -0.30% | |||
| 90-Day Total Return | 2.40% | |||
| Year to Date Total Return | 11.43% | |||
| 1-Year Total Return | 12.27% | |||
| 2-Year Total Return | 30.53% | |||
| 3-Year Total Return | 86.16% | |||
| 5-Year Total Return | 77.56% | |||
| Price | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $53.07 | |||
| 1-Month Low NAV | $52.29 | |||
| 1-Month High NAV | $53.62 | |||
| 52-Week Low NAV | $44.25 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $54.02 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.98 | |||
| Standard Deviation | 12.24 | |||
| Balance Sheet | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 11.85B | |||
| Operating Ratios | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.25% | |||
| Turnover Ratio | 28.00% | |||
| Performance | JDEUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 24.16% | |||
| Last Bear Market Total Return | -16.14% | |||