JPMorgan Large Cap Growth R4 (JLGQX)

Fund Assets	105.92B
Expense Ratio	0.669%
Min. Investment	$0.00
Turnover	72.00%
Dividend (ttm)	0.01
Dividend Yield	0.02%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 18, 2025

Previous Close	83.77
YTD Return	-1.43%
1-Year Return	-4.20%
5-Year Return	53.39%
52-Week Low	76.54
52-Week High	98.66
Beta (5Y)	1.04
Holdings	88
Inception Date	Sep 9, 2016

About JLGQX

JPMorgan Large Cap Growth Fund Class R4 is a mutual fund that focuses on achieving long-term capital appreciation by investing primarily in large-cap U.S. companies with strong growth prospects. Managed by J.P. Morgan Asset Management, the fund follows a strategy that seeks to identify industry leaders and innovators within the large-cap segment, targeting companies with above-average earnings growth and robust fundamentals. Key sectors represented in the portfolio include technology, consumer discretionary, and communication services, reflecting the fund's emphasis on areas driving economic expansion and market innovation. The fund is actively managed, with a disciplined investment process that balances growth potential with risk controls. Known for its experienced management team, the fund aims to outperform the Russell 1000 Growth Index, its primary benchmark, and has historically demonstrated resilience across various market cycles. With a diversified portfolio, the fund plays a significant role for investors seeking exposure to high-quality, large-cap growth stocks as part of an overall equity allocation strategy, particularly in retirement and long-term investment plans.

• Fund Family: JPMorgan
• Category: Unclassified
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: JLGQX
• Share Class: Class R4
• Index: Russell 1000 Growth TR

Performance

JLGQX had a total return of -4.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.63%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.46%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
FSPGX	Fidelity	Fidelity Large Cap Growth Index Fund	0.03%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
JLGMX	Class R6	0.44%
JLGRX	Class R5	0.54%
SEEGX	Class I	0.69%
OLGAX	Class A	0.94%

Top 10 Holdings

52.30% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	12.92%
Alphabet Inc.	GOOG	10.42%
Apple Inc.	AAPL	6.71%
Microsoft Corporation	MSFT	4.87%
Advanced Micro Devices, Inc.	AMD	3.88%
Broadcom Inc.	AVGO	3.48%
Meta Platforms, Inc.	META	2.71%
Eli Lilly and Company	LLY	2.70%
Micron Technology, Inc.	MU	2.41%
Natera, Inc.	NTRA	2.21%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$0.01413	Dec 19, 2025
Dec 11, 2025	$9.32525	Dec 12, 2025
Dec 12, 2024	$0.79868	Dec 13, 2024
Dec 20, 2023	$0.08707	Dec 21, 2023
Dec 20, 2022	$0.18309	Dec 21, 2022
Dec 13, 2022	$1.35038	Dec 14, 2022

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Nov 12, 2026

Data Sources Report a data error