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Jpmorgan U.s. Equity Fund - C Share Class: (MF: JUECX)

(NASDAQ Mutual Funds) As of Jun 17, 2026 05:43 PM ET

$26.09 USD

-0.31 (-1.17%)

Zacks MF Rank

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

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2-Buy of 5   2      

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Zacks Premium Research for JUECX

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

Buy 2
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 C JUECX NA NA 1.00 0.75 0.40 1.44

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
JPMorgan US Equity Fund I JMUEX 27.86 6/27/1985 0.52 22.16 20.26 12.34
JPMorgan US Equity Fund Sel JUESX 27.77 6/27/1985 0.38 22.00 20.08 12.17
JPMorgan US Equity Fund C JUECX 26.09 6/27/1985 0.00 21.07 19.20 11.34
JPMorgan US Equity Fund A JUEAX 27.62 6/27/1985 0.16 21.68 19.79 11.89
JPMorgan US Equity Fund R5 JUSRX 27.88 5/15/2006 0.51 22.18 20.26 12.34
JPMorgan US Equity Fund R2 JUEZX 27.12 11/4/2008 0.03 21.38 19.49 11.62
JPMorgan US Equity Fund R6 JUEMX 27.97 12/1/2010 0.60 22.32 20.40 12.45

Investment Information

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

Contact Information

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