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 (11), Shilpee Raina (4) | |||
| 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 | 0.04% | |||
| Dividend | JUEZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.20% | |||
| Asset Allocation | JUEZX-NASDAQ | Click to Compare |
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| Cash | 0.16% | |||
| Stock | 99.84% | |||
| U.S. Stock | 97.84% | |||
| Non-U.S. Stock | 2.00% | |||
| 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 | 1.39% | |||
| 30-Day Total Return | -0.78% | |||
| 60-Day Total Return | 0.03% | |||
| 90-Day Total Return | 4.21% | |||
| Year to Date Total Return | 13.69% | |||
| 1-Year Total Return | 9.16% | |||
| 2-Year Total Return | 46.31% | |||
| 3-Year Total Return | 66.35% | |||
| 5-Year Total Return | 88.33% | |||
| 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 | $27.68 | |||
| 1-Month Low NAV | $26.70 | |||
| 1-Month High NAV | $27.95 | |||
| 52-Week Low NAV | $20.48 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $28.25 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | JUEZX-NASDAQ | Click to Compare |
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| Beta | 1.01 | |||
| Standard Deviation | 12.98 | |||
| Balance Sheet | JUEZX-NASDAQ | Click to Compare |
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| Total Assets | 35.25B | |||
| Operating Ratios | JUEZX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.19% | |||
| Turnover Ratio | 39.00% | |||
| Performance | JUEZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.54% | |||
| Last Bear Market Total Return | -16.45% | |||