Back to top
more

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

(NASDAQ Mutual Funds) As of Oct 23, 2025 05:51 PM ET

$28.34 USD

+0.13 (0.46%)

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

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

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

Sell 4
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 28.34 6/27/1985 0.51 15.32 24.10 16.40
JPMorgan US Equity Fund Sel JUESX 27.49 6/27/1985 0.38 15.15 23.92 16.23
JPMorgan US Equity Fund C JUECX 26.21 6/27/1985 0.00 14.28 22.99 15.35
JPMorgan US Equity Fund A JUEAX 27.85 6/27/1985 0.17 14.86 23.60 15.94
JPMorgan US Equity Fund R5 JUSRX 28.34 5/15/2006 0.51 15.30 24.10 16.40
JPMorgan US Equity Fund R2 JUEZX 27.46 11/4/2008 0.04 14.58 23.29 15.64
JPMorgan US Equity Fund R6 JUEMX 27.67 12/1/2010 0.59 15.46 24.25 16.52

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