JUECX
JPMorgan U.S. Equity Fund Class C
Mutual fund
$26.47+0.19 (+0.72%)Close Oct 2, 2026
Adjusted price
+5.59% total return, past year
Key statistics
- Net assets
- $32B
- Expense ratio
- 1.44%
- Share classes
- 9
- 52-week range
- $22.45$27.07
- From all-time high
- −2.22%
- Max drawdown
- −52.72%
- Volatility
- 19.53%
- Sharpe ratio
- 0.56
- Beta (5Y monthly)
- 1.00
Returns
Total
- 1M
- 0.0%
- YTD
- +5.5%
- 1Y
- +5.6%
Per year
- 3Y
- +18.2%
- 5Y
- +10.6%
- 10Y
- +13.9%
- 20Y
- +10.8%
- Since 2001
- +9.4%
Fund facts
As of Jun 30, 2026- Holdings
- 66
- Top 10 holdings
- 43.5%
- Stocks
- 99.8%
- Cash
- 0.7%
Sectors
- Information Technology
- 36.2%
- Financials
- 14.5%
- Communication Services
- 11.3%
- Consumer Discretionary
- 10.8%
- Health Care
- 8.3%
- Other
- 18.8%
Annual returns
2001 from Sep 7 · 2026 through Oct 2