Jpmorgan Equity Fund Quote
| JUEAX Fund | USD 23.65 0.03 0.13% |
PerformanceVery Weak
| Odds Of DistressLow
|
Jpmorgan is trading at 23.65 as of the 21st of March 2025; that is 0.13% down since the beginning of the trading day. The fund's open price was 23.68. Jpmorgan has about a 22 % 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 21st of December 2024 and ending today, the 21st of March 2025. 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
| 0.62 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.63 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.64 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.63 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.62 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.65 | SRJZX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Large Blend, JPMorgan, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | June |
Jpmorgan Equity Fund [JUEAX] is traded in USA and was established 21st of March 2025. 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 0.28% with the current yeild of 0.0%, while the total return for the last 3 years was 11.05%.
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
| V | Visa Class A | Stock | Financials | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| GD | General Dynamics | Stock | Industrials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| NSC | Norfolk Southern | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| ETN | Eaton PLC | Stock | Industrials | |
| NOC | Northrop Grumman | Stock | Industrials |
Jpmorgan Equity Risk Profiles
| Mean Deviation | 0.9682 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.73 | |||
| Risk Adjusted Performance | (0.13) |
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.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |