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Jpmorgan U.s. Equity Fund I Class: (MF: JUESX)

(NASDAQ Mutual Funds) As of Oct 29, 2026 05:51 PM ET

$28.58 USD

-0.01 (-0.03%)

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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3-Hold of 5     3    

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Zacks Premium Research for JUESX

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

Hold 3
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 I JUESX NA NA 0.00 0.00 0.40 0.69

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
JPMorgan US Equity Fund I JMUEX 28.43 6/27/1985 0.48 5.98 18.90 11.66
JPMorgan US Equity Fund Sel JUESX 28.58 6/27/1985 0.33 5.79 18.71 11.49
JPMorgan US Equity Fund C JUECX 26.36 6/27/1985 0.00 4.99 17.82 10.65
JPMorgan US Equity Fund A JUEAX 28.20 6/27/1985 0.11 5.56 18.43 11.22
JPMorgan US Equity Fund R5 JUSRX 28.45 5/15/2006 0.48 5.97 18.90 11.66
JPMorgan US Equity Fund R2 JUEZX 27.69 11/4/2008 0.01 5.27 18.11 10.93
JPMorgan US Equity Fund R6 JUEMX 28.54 12/1/2010 0.57 6.03 19.01 11.76

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
JPMorgan US Equity I JUESX 1000000 0 0 Q

Contact Information

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