JPMorgan Small Cap Blend R6 (JSCHX)

Fund Assets	1.64B
Expense Ratio	0.74%
Min. Investment	$5,000,000
Turnover	49.00%
Dividend (ttm)	0.28
Dividend Yield	0.70%
Dividend Growth	-24.97%
Payout Frequency	n/a
Ex-Dividend Date	Dec 18, 2025

Previous Close	40.05
YTD Return	21.84%
1-Year Return	24.16%
5-Year Return	35.14%
52-Week Low	31.97
52-Week High	41.41
Beta (5Y)	n/a
Holdings	251
Inception Date	Jul 2, 2018

About JSCHX

JPMorgan Small Cap Blend Fund R6 is an actively managed mutual fund focused on U.S. small-cap equities. The fund's primary objective is long-term capital growth, achieved by investing at least 80% of its assets in small-cap companies whose market capitalizations align with those included in the Russell 2000 Index. Its investment approach blends both growth and value strategies, utilizing a fundamental, bottom-up research process that emphasizes stock selection and valuation. Managed by a seasoned team with decades of industry experience, the fund seeks to outperform the Russell 2000 Index while maintaining a moderate risk profile. It stands out for its disciplined investment philosophy and cost efficiency, featuring an expense ratio lower than many peers in the small blend category. The fund typically maintains a diversified core portfolio, adjusting exposures based on market opportunities but does not strongly favor high-momentum or high-quality stocks, opting instead for undervalued selections. JPMorgan Small Cap Blend Fund R6 holds market significance as a vehicle for institutional and retirement accounts looking for exposure to the growth potential of smaller U.S. companies, backed by the robust resources and research capabilities of J.P. Morgan Asset Management.

• Fund Family: JPMorgan
• Category: Small Blend
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: JSCHX
• Share Class: Class R6
• Index: Russell 2000 TR

Performance

JSCHX had a total return of 24.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.03%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
JDSCX	Class I	0.99%
VSCOX	Class A	1.24%
VSCCX	Class C	1.74%

Top 10 Holdings

9.20% of assets

Name	Symbol	Weight
MediaAlpha, Inc.	MAX	1.03%
JPMorgan Prime Money Market IM	JIMXX	1.01%
Insight Enterprises, Inc.	NSIT	1.01%
Moog Inc.	MOG.A	1.00%
Applied Industrial Technologies, Inc.	AIT	0.92%
Old National Bancorp	ONB	0.87%
Plexus Corp.	PLXS	0.86%
Cars.com Inc.	CARS	0.84%
Sanmina Corporation	SANM	0.83%
LivaNova PLC	LIVN	0.83%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$0.27992	Dec 19, 2025
Dec 11, 2025	$1.31837	Dec 12, 2025
Dec 19, 2024	$0.37308	Dec 20, 2024
Dec 20, 2023	$0.17412	Dec 21, 2023
Dec 20, 2022	$0.13615	Dec 21, 2022
Dec 13, 2022	$0.46131	Dec 14, 2022

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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