JUEZX
JPMorgan U.S. Equity Fund Class R2
Mutual fund
$27.80+0.20 (+0.72%)Close Oct 2, 2026
Adjusted price
+5.89% total return, past year
Key statistics
- Net assets
- $32B
- Expense ratio
- 1.19%
- Share classes
- 9
- 52-week range
- $23.54$28.42
- From all-time high
- −2.18%
- Max drawdown
- −33.45%
- Volatility
- 19.22%
- Sharpe ratio
- 0.76
- Beta (5Y monthly)
- 1.00
Returns
Total
- 1M
- 0.0%
- YTD
- +5.7%
- 1Y
- +5.9%
Per year
- 3Y
- +18.5%
- 5Y
- +10.8%
- 10Y
- +14.2%
- Since 2008
- +13.6%
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
2008 from Nov 3 · 2026 through Oct 2