JPMorgan U.S. Equity Fund Class R4
JUEQX
NASDAQ
| Weiss Ratings | JUEQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JUEQX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Scott B. Davis (12), David Maccarrone (0) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JUEQX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan U.S. Equity Fund Class R4 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 09, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JUEQX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.35% | |||
| Dividend | JUEQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.12% | |||
| Asset Allocation | JUEQX-NASDAQ | Click to Compare |
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| Cash | 0.18% | |||
| Stock | 99.82% | |||
| U.S. Stock | 98.09% | |||
| Non-U.S. Stock | 1.73% | |||
| 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 | JUEQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.21% | |||
| 30-Day Total Return | -1.67% | |||
| 60-Day Total Return | 1.54% | |||
| 90-Day Total Return | -0.33% | |||
| Year to Date Total Return | 5.19% | |||
| 1-Year Total Return | 5.78% | |||
| 2-Year Total Return | 22.44% | |||
| 3-Year Total Return | 61.07% | |||
| 5-Year Total Return | 67.53% | |||
| Price | JUEQX-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 | JUEQX-NASDAQ | Click to Compare |
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| Nav | $28.18 | |||
| 1-Month Low NAV | $27.79 | |||
| 1-Month High NAV | $28.66 | |||
| 52-Week Low NAV | $24.03 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $29.03 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JUEQX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 13.67 | |||
| Balance Sheet | JUEQX-NASDAQ | Click to Compare |
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| Total Assets | 32.03B | |||
| Operating Ratios | JUEQX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.69% | |||
| Turnover Ratio | 53.00% | |||
| Performance | JUEQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.42% | |||
| Last Bear Market Total Return | -16.33% | |||