Jpmorgan Equity Fund Quote

JUEAX Fund  USD 27.17  0.12  0.44%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Jpmorgan is trading at 27.17 as of the 10th of December 2024; that is 0.44% down since the beginning of the trading day. The fund's open price was 27.29. Jpmorgan has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 11th of September 2024 and ending today, the 10th 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

  0.83SRJIX Jpmorgan SmartretirementPairCorr
  0.83SRJQX Jpmorgan SmartretirementPairCorr
  0.83SRJPX Jpmorgan SmartretirementPairCorr
  0.83SRJSX Jpmorgan SmartretirementPairCorr
  0.84SRJYX Jpmorgan SmartretirementPairCorr
  0.82SRJZX Jpmorgan SmartretirementPairCorr

Moving against Jpmorgan Mutual Fund

  0.74PGBOX Jpmorgan E BondPairCorr
  0.72OBDCX Jpmorgan E PlusPairCorr
  0.5STMCX Jpmorgan Short-intermediaPairCorr
  0.46JPVZX Jpmorgan InternationalPairCorr

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 10th of December 2024. Jpmorgan 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 29.23% with the current yeild of 0.0%, while the total return for the last 3 years was 10.96%.
Check Jpmorgan 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

BACBank of AmericaStockFinancials
JNJJohnson JohnsonStockHealth Care
KOThe Coca ColaStockConsumer Staples
CHTRCharter CommunicationsStockCommunication Services
PEPPepsiCoStockConsumer Staples
VVisa Class AStockFinancials
TFCTruist Financial CorpStockFinancials
AMZNAmazon IncStockConsumer Discretionary
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Jpmorgan Equity Risk Profiles

Jpmorgan Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan 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 security.
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