Jpmorgan Equity Fund Quote

JUEAX Fund  USD 27.29  0.07  0.26%   

Performance

18 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Jpmorgan Equity is trading at 27.29 as of the 6th of December 2024; that is 0.26% down since the beginning of the trading day. The fund's open price was 27.36. Jpmorgan Equity has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 6th of November 2024 and ending today, the 6th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. companies. Assets means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. More on Jpmorgan Equity Fund

Moving together with Jpmorgan Mutual Fund

  0.81SRJIX Jpmorgan SmartretirementPairCorr
  0.81SRJQX Jpmorgan SmartretirementPairCorr
  0.8SRJPX Jpmorgan SmartretirementPairCorr
  0.81SRJSX Jpmorgan SmartretirementPairCorr
  0.82SRJYX Jpmorgan SmartretirementPairCorr
  0.8SRJZX Jpmorgan SmartretirementPairCorr

Moving against Jpmorgan Mutual Fund

  0.51OSTCX Jpmorgan Short DurationPairCorr
  0.42OSTAX Jpmorgan Short InterPairCorr
  0.34OSTSX Jpmorgan Short-intermediaPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Blend Funds, Large Blend, JPMorgan, Large Blend, Large Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date17th of February 2023
Fiscal Year EndJune
Jpmorgan Equity Fund [JUEAX] is traded in USA and was established 6th of December 2024. Jpmorgan Equity is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Blend category and is part of JPMorgan family. This fund currently has accumulated 23.32 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Equity is currently producing year-to-date (YTD) return of 28.76% with the current yeild of 0.0%, while the total return for the last 3 years was 11.0%.
Check Jpmorgan Equity Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Equity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Jpmorgan Equity Fund Mutual Fund Constituents

PFEPfizer IncStockHealth Care
JNJJohnson JohnsonStockHealth Care
NEENextera EnergyStockUtilities
MAMastercardStockFinancials
MSFTMicrosoftStockInformation Technology
TFCTruist Financial CorpStockFinancials
NOCNorthrop GrummanStockIndustrials
STZConstellation Brands ClassStockConsumer Staples
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Jpmorgan Equity Risk Profiles

Jpmorgan Equity Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Equity financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Equity security.
Alpha Finder
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Sectors
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Fundamentals Comparison
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