About JUEPX
The JPMorgan U.S. Equity Fund R3 is an actively managed mutual fund focused on delivering a high total return through a diversified portfolio of U.S. equity securities. Emphasizing large-cap stocks, the fund invests at least 80% of its assets in domestic companies, with a strong orientation toward both growth and value strategies. Its holdings are concentrated in prominent technology and consumer companies, featuring significant allocations to Microsoft, Apple, NVIDIA, Amazon.com, and Meta Platforms, among others. The portfolio is composed almost entirely of stocks, with minimal exposure to cash and no investments in bonds or other asset classes. Designed to capture broad U.S. market performance, the fund leverages rigorous research and active selection to position itself across various sectors, including technology, financials, and energy. As part of J.P. Morgan Asset Management’s fund lineup, it plays a notable role for investors seeking diversified exposure to leading U.S. equities within a single, professionally managed vehicle.
Fund Family JPMorgan
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol JUEPX
Share Class Class R3
Index S&P 500 TR
JUEPX had a total return of 9.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 23.33%.
