JPMorgan Large Cap Growth Fund Class A (OLGAX)

Fund Assets	105.92B
Expense Ratio	0.946%
Min. Investment	$1,000
Turnover	72.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	83.74
YTD Return	-1.64%
1-Year Return	-4.43%
5-Year Return	51.53%
52-Week Low	76.63
52-Week High	99.19
Beta (5Y)	1.04
Holdings	88
Inception Date	Feb 22, 1994

About OLGAX

JPMorgan Large Cap Growth Fund Class A is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in the equity securities of large, well-established U.S. companies. The fund targets companies that demonstrate strong growth prospects, placing particular emphasis on firms with high earnings, sales, and cash flow growth. With a typical allocation of at least 80% of its assets to large-cap equities, the fund is categorized within the large growth segment, which includes leaders from dynamic industries such as technology, healthcare, and consumer services. Notable for its strategy that can capitalize on market momentum, the fund aims to outperform its benchmark, the Russell 1000 Growth Index, over market cycles. Managed by J.P. Morgan Asset Management, the fund draws on a disciplined research process to construct a diversified portfolio. It plays a significant role in the market as a core holding for investors seeking exposure to established growth-oriented companies, offering access to potential upside during market rallies while maintaining a measure of resilience during downturns.

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

Performance

OLGAX had a total return of -4.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.97%.

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%
JLGQX	Class R4	0.69%

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 11, 2025	$9.32525	Dec 12, 2025
Dec 12, 2024	$0.79868	Dec 13, 2024
Dec 20, 2022	$0.04526	Dec 21, 2022
Dec 13, 2022	$1.35038	Dec 14, 2022
Dec 13, 2021	$9.2374	Dec 14, 2021
Dec 11, 2020	$3.13544	Dec 14, 2020

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