JUESX
JPMorgan U.S. Equity Fund Class I
Mutual fund
$28.46+0.21 (+0.74%)Close Oct 2, 2026
Adjusted price
+6.43% total return, past year
Key statistics
- Net assets
- $32B
- Expense ratio
- 0.69%
- Share classes
- 9
- 52-week range
- $24.08$29.09
- From all-time high
- −2.17%
- Max drawdown
- −57.82%
- Volatility
- 18.60%
- Sharpe ratio
- 0.52
- Beta (5Y monthly)
- 1.00
Returns
Total
- 1M
- 0.0%
- YTD
- +6.1%
- 1Y
- +6.4%
Per year
- 3Y
- +19.1%
- 5Y
- +11.4%
- 10Y
- +14.8%
- 20Y
- +11.6%
- Since 1985
- +8.2%
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
1985 from Jul 30 · 2026 through Oct 2