JPMorgan Equity Premium Income Fund Class R5 (JEPSX)
The JPMorgan Equity Premium Income Fund Class R5 (ticker: JEPSX) is a mutual fund that focuses on generating income and long-term capital appreciation through investments in a diversified portfolio of equity securities. This fund is managed by JPMorgan Asset Management and primarily invests in large-cap companies with strong fundamentals and potential for growth. The R5 class is designed for institutional investors and has a lower expense ratio compared to other classes of the same fund. With a focus on income and growth, this fund may be suitable for investors seeking a balanced approach to their portfolio.
JEPSX Mutual Fund Chart & Stats
$14.03
At close: 4:00 PM EST- Previous Close
- $14.03
- Sub-Category
- Dividend and Income
- Total Liabilities
- $44.67M
- Expense Ratio
- 0.45%
- Holding Count
- 127
- Brand
- Jpmorgan Trust Iv
- Category
- Equity
- Total Assets
- 5.11B
- Shares Outstanding
- N/A
- 52-Week Range
- $13.73 - $14.84
JEPSX Mutual Fund News
JEPSX Mutual Fund Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Learn more about TipRanks Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| ABBVAbbvie | 1.73% |
| HWMHowmet Aerospace Inc. | 1.69% |
| JNJJohnson & Johnson | 1.66% |
| ETNEaton Corporation | 1.63% |
| TTTrane Technologies Plc | 1.61% |
| LRCXLam Research Corp | 1.56% |
| NVDANvidia Corporation | 1.52% |
| AAPLApple Inc | 1.52% |
| ROSTRoss Stores | 1.51% |
| GOOGLAlphabet Inc. Class A | 1.50% |
| Total | 15.93% |
Recently Viewed
No data currently available






