JPMorgan U.S. Equity Fund Class R2
JUEZX
NASDAQ
| Weiss Ratings | JUEZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JUEZX-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 | JUEZX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan U.S. Equity Fund Class R2 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 03, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JUEZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.02% | |||
| Dividend | JUEZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.11% | |||
| Asset Allocation | JUEZX-NASDAQ | Click to Compare |
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| Cash | 0.01% | |||
| Stock | 99.99% | |||
| U.S. Stock | 98.28% | |||
| Non-U.S. Stock | 1.71% | |||
| 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 | JUEZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.26% | |||
| 30-Day Total Return | 0.86% | |||
| 60-Day Total Return | -0.35% | |||
| 90-Day Total Return | 2.61% | |||
| Year to Date Total Return | 6.12% | |||
| 1-Year Total Return | 5.34% | |||
| 2-Year Total Return | 19.99% | |||
| 3-Year Total Return | 70.92% | |||
| 5-Year Total Return | 56.66% | |||
| Price | JUEZX-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 | JUEZX-NASDAQ | Click to Compare |
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| Nav | $27.91 | |||
| 1-Month Low NAV | $27.40 | |||
| 1-Month High NAV | $28.11 | |||
| 52-Week Low NAV | $23.54 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $28.42 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JUEZX-NASDAQ | Click to Compare |
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| Beta | 1.05 | |||
| Standard Deviation | 13.25 | |||
| Balance Sheet | JUEZX-NASDAQ | Click to Compare |
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| Total Assets | 31.18B | |||
| Operating Ratios | JUEZX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.19% | |||
| Turnover Ratio | 53.00% | |||
| Performance | JUEZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.97% | |||
| Last Bear Market Total Return | -16.45% | |||