About JUEZX
The JPMorgan U.S. Equity Fund Class R2 is a mutual fund designed to provide high total return primarily through a portfolio of large-cap U.S. stocks. This fund employs a research-driven approach, leveraging fundamental analysis to identify companies with strong growth potential and attractive valuations across sectors. Its portfolio construction closely mirrors sector weightings of the S&P 500 Index, aiming to outperform the benchmark while maintaining comparable volatility and risk characteristics.
The fund's top holdings often include industry leaders in technology, consumer discretionary, communication services, and financials, with significant positions in companies such as Microsoft, Nvidia, Apple, Amazon, and Meta Platforms. Approximately 45% of the portfolio by assets is typically concentrated in the top ten holdings, reflecting a high-conviction strategy. Managed by experienced portfolio managers, the fund is recognized for its consistent risk-adjusted performance and competitive long-term returns relative to peers in the large blend category. The Class R2 share class primarily targets retirement plans, offering investors access to a well-diversified, actively managed equity portfolio within the U.S. large-cap space.
Fund Family JPMorgan
Category Large Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol JUEZX
Share Class Class R2
Index S&P 500 TR
JUEZX had a total return of 9.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.96%.
