Jpmorgan Large Cap Fund Quote

HLQVX Fund  USD 19.77  0.16  0.82%   

Performance

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Odds Of Distress

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Jpmorgan Large is trading at 19.77 as of the 20th of March 2025; that is 0.82 percent up since the beginning of the trading day. The fund's open price was 19.61. Jpmorgan Large has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities. Jpmorgan Large is traded on NASDAQ Exchange in the United States. More on Jpmorgan Large Cap

Moving together with Jpmorgan Mutual Fund

  0.75VVIAX Vanguard Value IndexPairCorr
  0.76AFMFX American MutualPairCorr
  0.76FFFMX American Funds AmericanPairCorr
  0.76AMRMX American MutualPairCorr

Moving against Jpmorgan Mutual Fund

  0.42MRK Merck CompanyPairCorr
  0.38TRV The Travelers CompaniesPairCorr
  0.37VZ Verizon Communications Aggressive PushPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationLarge Value, JPMorgan, Large Value, Large Value (View all Sectors)
Update Date31st of March 313124
Expense Ratio Date17th of February 2023
Fiscal Year EndJune
Jpmorgan Large Cap [HLQVX] is traded in USA and was established 20th of March 2025. The fund is listed under Large Value category and is part of JPMorgan family. This fund currently has accumulated 3.47 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Large Cap is currently producing year-to-date (YTD) return of 0.36% with the current yeild of 0.01%, while the total return for the last 3 years was 7.59%.
Check Jpmorgan Large Probability Of Bankruptcy

Instrument Allocation

Top Jpmorgan Large Cap Mutual Fund Constituents

PMPhilip Morris InternationalStockConsumer Staples
WFCWells FargoStockFinancials
DALDelta Air LinesStockIndustrials
TMUST MobileStockCommunication Services
PFEPfizer IncStockHealth Care
MRKMerck CompanyStockHealth Care
CMCSAComcast CorpStockCommunication Services
GDGeneral DynamicsStockIndustrials
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Jpmorgan Large Top Holders

PFSEXRiskproreg 30 FundMutual FundWorld Large-Stock Blend
PFJDXRiskproreg Dynamic 20 30Mutual FundAllocation--50% to 70% Equity
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Jpmorgan Large Cap Risk Profiles

Jpmorgan Large Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Large 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 Large security.
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