Back to top
Jpmorgan U.s. Equity Fund Class L: (MF: JMUEX)
(NASDAQ Mutual Funds) As of Dec 15, 2025 06:11 PM ET
$26.92 USD
-0.08 (-0.30%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
Incepted in September 1993, the fund is managed by J.P. Morgan Investment Management, Inc. The fund seeks to provide high total return from a portfolio of selected equity securities. Under normal market conditions, the fund invests at least 80% of its assets in equity investments of U.S. companies. The fund primarily invests in large and medium-capitalization U.S. companies. The fund applies a sector-neutral investment approach and diversifies investments across industrial sectors to help limit market volatility. The fund offers dividends and capital gains, if any, quarterly.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan US Equity L | JMUEX | NA | NA | 0.00 | 0.00 | 0.40 | 0.54 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan US Equity Fund I | JMUEX | 26.92 | 6/27/1985 | 0.50 | 10.64 | 19.40 | 14.59 |
| JPMorgan US Equity Fund C | JUECX | 26.75 | 6/27/1985 | 0.00 | 9.64 | 18.34 | 13.56 |
| JPMorgan US Equity Fund A | JUEAX | 28.44 | 6/27/1985 | 0.17 | 10.21 | 18.94 | 14.14 |
| JPMorgan US Equity Fund Sel | JUESX | 28.58 | 6/27/1985 | 0.38 | 10.47 | 19.22 | 14.41 |
| JPMorgan US Equity Fund R5 | JUSRX | 28.69 | 5/15/2006 | 0.50 | 10.63 | 19.42 | 14.60 |
| JPMorgan US Equity Fund R2 | JUEZX | 27.97 | 11/4/2008 | 0.04 | 9.93 | 18.64 | 13.86 |
| JPMorgan US Equity Fund R6 | JUEMX | 28.78 | 12/1/2010 | 0.59 | 10.75 | 19.52 | 14.71 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan US Equity L | JMUEX | 3000000 | 0 | 0 | Q |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |