About JPIVX
JPMorgan U.S. Applied Data Science Value Fund Class I is an open-end mutual fund that primarily aims for long-term capital appreciation by investing in U.S. equity securities. The fund distinguishes itself by employing a data science-driven investment approach, integrating advanced analytics, proprietary research, and robust risk management techniques to identify attractively priced companies with value characteristics. This process leverages decades of fundamental research along with real-time data insights to construct a diversified portfolio, emphasizing stocks that are undervalued relative to their intrinsic financial prospects.
Managed by an experienced team, the fund allocates most of its assets to large-cap U.S. companies across sectors such as financials, health care, industrials, and energy. Top holdings have included major firms like Berkshire Hathaway, Bank of America, UnitedHealth Group, and Exxon Mobil. The fund targets institutional investors with its Class I shares, offering a competitive expense structure and maintaining moderate portfolio turnover. In the broader market, the fund serves as a sophisticated option for those seeking exposure to value equities selected through systematic, data-enabled processes, reflecting JPMorgan Asset Management’s commitment to innovation in active investment management.
Fund Family JPMorgan
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol JPIVX
Share Class Class I
Index Russell 1000 Value TR
JPIVX had a total return of 17.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.01%.
