C
JPMorgan U.S. Sustainable Leaders Fund Class A Shares JICAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings JICAX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C+
Risk Index Fair
Risk Grade C+
Company Info JICAX-NASDAQ Click to
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Provider JPMorgan
Manager/Tenure (Years) Danielle Hines (1), David Small (1)
Website http://https://www.jpmorganfunds.com
Fund Information JICAX-NASDAQ Click to
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Fund Name JPMorgan U.S. Sustainable Leaders Fund Class A Shares
Category Large Blend
Sub-Category US Equity Large Cap Blend
Prospectus Objective Growth
Inception Date Feb 18, 2005
Open/Closed To New Investors Open
Minimum Initial Investment 1,000.00
Minimum Subsequent Investment 50.00
Front End Fee 0.05
Back End Fee --
Dividends and Shares JICAX-NASDAQ Click to
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Dividend Yield 0.39%
Dividend JICAX-NASDAQ Click to
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Dividend Yield (Forward) 1.02%
Asset Allocation JICAX-NASDAQ Click to
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Cash 1.52%
Stock 98.48%
U.S. Stock 97.63%
Non-U.S. Stock 0.85%
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 JICAX-NASDAQ Click to
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7-Day Total Return 2.27%
30-Day Total Return 4.31%
60-Day Total Return 15.20%
90-Day Total Return 10.09%
Year to Date Total Return 6.81%
1-Year Total Return 22.65%
2-Year Total Return 35.26%
3-Year Total Return 72.56%
5-Year Total Return 72.05%
Price JICAX-NASDAQ Click to
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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 JICAX-NASDAQ Click to
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Nav $85.15
1-Month Low NAV $81.36
1-Month High NAV $85.15
52-Week Low NAV $71.36
52-Week Low NAV (Date) Mar 30, 2026
52-Week High NAV $87.92
52-Week High Price (Date) Oct 28, 2025
Beta / Standard Deviation JICAX-NASDAQ Click to
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Beta 1.04
Standard Deviation 13.89
Balance Sheet JICAX-NASDAQ Click to
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Total Assets 319.22M
Operating Ratios JICAX-NASDAQ Click to
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Expense Ratio 0.64%
Turnover Ratio 71.00%
Performance JICAX-NASDAQ Click to
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Last Bull Market Total Return 20.17%
Last Bear Market Total Return -15.93%