Jpmorgan Equity Fund Quote

JUESX Fund  USD 25.95  0.13  0.50%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Jpmorgan Equity is trading at 25.95 as of the 2nd of November 2024; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 25.82. Jpmorgan Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jpmorgan Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of May 2024 and ending today, the 2nd of November 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

  0.92SRJIX Jpmorgan SmartretirementPairCorr
  0.94SRJQX Jpmorgan SmartretirementPairCorr
  0.94SRJPX Jpmorgan SmartretirementPairCorr
  0.94SRJSX Jpmorgan SmartretirementPairCorr
  0.94SRJYX Jpmorgan SmartretirementPairCorr
  0.94SRJZX Jpmorgan SmartretirementPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Blend Funds, Large Blend, JPMorgan, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date17th of February 2023
Fiscal Year EndJune
Jpmorgan Equity Fund [JUESX] is traded in USA and was established 2nd of November 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 minimum initial investment of 1000 K. Jpmorgan Equity is currently producing year-to-date (YTD) return of 24.8% with the current yeild of 0.01%, while the total return for the last 3 years was 9.96%.
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

VZVerizon CommunicationsStockCommunication Services
KOThe Coca ColaStockConsumer Staples
PFEPfizer IncStockHealth Care
NEENextera EnergyStockUtilities
CCitigroupStockFinancials
STZConstellation Brands ClassStockConsumer Staples
VVisa Class AStockFinancials
GOOGLAlphabet Inc Class AStockCommunication Services
More Details

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.
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