JPMorgan U.S. Large Cap Core Plus Fund Class R2 Shares
JLPZX
NASDAQ
| Weiss Ratings | JLPZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JLPZX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Susan Bao (20), Steven G. Lee (6), Andrew Stern (0), 1 other | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JLPZX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan U.S. Large Cap Core Plus Fund Class R2 Shares | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 03, 2008 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JLPZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | JLPZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.20% | |||
| Asset Allocation | JLPZX-NASDAQ | Click to Compare |
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| Cash | 1.67% | |||
| Stock | 98.33% | |||
| U.S. Stock | 96.96% | |||
| Non-U.S. Stock | 1.37% | |||
| 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 | JLPZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.85% | |||
| 30-Day Total Return | 3.94% | |||
| 60-Day Total Return | 14.39% | |||
| 90-Day Total Return | 10.04% | |||
| Year to Date Total Return | 7.19% | |||
| 1-Year Total Return | 22.69% | |||
| 2-Year Total Return | 34.99% | |||
| 3-Year Total Return | 76.83% | |||
| 5-Year Total Return | 87.32% | |||
| Price | JLPZX-NASDAQ | Click to Compare |
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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 | JLPZX-NASDAQ | Click to Compare |
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| Nav | $20.27 | |||
| 1-Month Low NAV | $19.44 | |||
| 1-Month High NAV | $20.27 | |||
| 52-Week Low NAV | $17.09 | |||
| 52-Week Low NAV (Date) | Jun 02, 2025 | |||
| 52-Week High NAV | $20.27 | |||
| 52-Week High Price (Date) | Jun 01, 2026 | |||
| Beta / Standard Deviation | JLPZX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 13.60 | |||
| Balance Sheet | JLPZX-NASDAQ | Click to Compare |
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| Total Assets | 3.71B | |||
| Operating Ratios | JLPZX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.09% | |||
| Turnover Ratio | 100.00% | |||
| Performance | JLPZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.90% | |||
| Last Bear Market Total Return | -17.17% | |||