JUEPX
JPMorgan U.S. Equity Fund Class R3
Mutual fund
$28.15+0.20 (+0.72%)Close Oct 2, 2026
Adjusted price
+6.12% total return, past year
Key statistics
- Net assets
- $32B
- Expense ratio
- 0.94%
- Share classes
- 9
- 52-week range
- $23.82$28.77
- From all-time high
- −2.16%
- Max drawdown
- −33.39%
- Volatility
- 18.43%
- Sharpe ratio
- 0.84
- Beta (5Y monthly)
- 1.00
Returns
Total
- 1M
- 0.0%
- YTD
- +5.9%
- 1Y
- +6.1%
Per year
- 3Y
- +18.8%
- 5Y
- +11.1%
- 10Y
- +14.5%
- Since 2016
- +14.7%
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
2016 from Sep 9 · 2026 through Oct 2