JPMorgan U.S. Equity Fund-R4 (JUEQX)
The JPMorgan U.S. Equity Fund-R4 (JUEQX) is a mutual fund that primarily invests in a diverse portfolio of U.S. equities. It is managed by JPMorgan Asset Management and aims to provide long-term capital growth by investing in companies across various sectors and market capitalizations. The fund may also invest in foreign securities and use derivatives for hedging and risk management purposes. As an R4 class fund, it is designed for retirement plans and has a lower expense ratio compared to other share classes.
JUEQX Mutual Fund Chart & Stats
$27.41
- Previous Close
- $27.41
- Sub-Category
- Large Cap
- Total Liabilities
- $164.30M
- Expense Ratio
- 0.69%
- Holding Count
- 66
- Brand
- Jpmorgan Trust I
- Category
- Equity
- Total Assets
- 33.54B
- Shares Outstanding
- N/A
- 52-Week Range
- $24.03 - $29.03
JUEQX Mutual Fund Smart Score
Outperform
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10
Learn more about TipRanks Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| NVDANvidia Corporation | 7.99% |
| GOOGLAlphabet Inc. Class A | 6.84% |
| AAPLApple Inc | 5.74% |
| AMZNAmazon.Com, Inc. | 4.60% |
| AVGOBroadcom Inc. | 4.00% |
| MSFTMicrosoft | 3.31% |
| MUMicron Technology | 3.24% |
| MAMastercard Inc | 2.90% |
| WFCWells Fargo & Company | 2.52% |
| AXPAmerican Express Company | 2.37% |
| Total | 43.51% |
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