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Jpmorgan U.s. Equity Fund Class L: (MF: JMUEX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$26.50 USD

-0.06 (-0.23%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Zacks Premium Research for JMUEX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Report

Fund Description

Incepted in September 1993, the fund is managed by J.P. Morgan Investment Management, Inc. The fund seeks to provide high total return from a portfolio of selected equity securities. Under normal market conditions, the fund invests at least 80% of its assets in equity investments of U.S. companies. The fund primarily invests in large and medium-capitalization U.S. companies. The fund applies a sector-neutral investment approach and diversifies investments across industrial sectors to help limit market volatility. The fund offers dividends and capital gains, if any, quarterly.

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
JPMorgan US Equity L JMUEX NA NA 0.00 0.00 0.40 0.54

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
JPMorgan US Equity Fund I JMUEX 26.50 6/27/1985 0.57 12.34 18.95 16.61
JPMorgan US Equity Fund Sel JUESX 26.35 6/27/1985 0.43 12.16 18.80 16.45
JPMorgan US Equity Fund C JUECX 24.83 6/27/1985 0.00 11.37 17.90 15.58
JPMorgan US Equity Fund A JUEAX 26.23 6/27/1985 0.21 11.90 18.50 16.14
JPMorgan US Equity Fund R5 JUSRX 26.57 5/15/2006 0.56 12.37 18.98 16.62
JPMorgan US Equity Fund R2 JUEZX 25.66 11/4/2008 0.05 11.63 18.20 15.86
JPMorgan US Equity Fund R6 JUEMX 26.52 12/1/2010 0.65 12.49 19.09 16.74

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
JPMorgan US Equity L JMUEX CLOSED 0 99 Q

Contact Information

Family J.P. Morgan
Address P.O.Box 8528
Boston, MA 02266
Phone 800 480-4111