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Jpmorgan U.s. Equity Fund - A Share Class: (MF: JUEAX)

(NASDAQ Mutual Funds) As of Dec 5, 2025 06:12 PM ET

$28.40 USD

+0.01 (0.04%)

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 JUEAX

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 A JUEAX 5.25 NA 0.00 0.25 0.40 0.94

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
JPMorgan US Equity Fund I JMUEX 28.57 6/27/1985 0.50 17.17 21.96 17.10
JPMorgan US Equity Fund Sel JUESX 28.48 6/27/1985 0.38 16.96 21.76 16.92
JPMorgan US Equity Fund C JUECX 26.67 6/27/1985 0.00 16.07 20.87 16.05
JPMorgan US Equity Fund A JUEAX 28.40 6/27/1985 0.17 16.67 21.47 16.64
JPMorgan US Equity Fund R5 JUSRX 28.59 5/15/2006 0.50 17.15 21.96 17.10
JPMorgan US Equity Fund R2 JUEZX 27.88 11/4/2008 0.04 16.38 21.15 16.34
JPMorgan US Equity Fund R6 JUEMX 28.68 12/1/2010 0.59 17.26 22.07 17.21

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
JPMorgan US Equity A JUEAX 1000 50 0 Q

Contact Information

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