JPMorgan U.S. Research Enhanced Equity FundJDEAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$10.3B
Expense ratio
0.60%
1-year return
+17.4%
3 years, a year
+19.5%
5 years, a year
+12.3%
Holdings
158
What it aims to do.
The Fund seeks to provide a consistently high total return from a broadly diversified portfolio of equity securities with risk characteristics similar to the Standard and Poors 500 Composite Stock Price Index (S&P 500 Index).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 8.01% |
| AAPL Apple, Inc. | 6.45% |
| MSFT Microsoft Corp. | 5.34% |
| AMZN Amazon.com, Inc. | 4.09% |
| GOOGL Alphabet, Inc. | 3.02% |
| AVGO Broadcom, Inc. | 2.77% |
| META Meta Platforms, Inc. | 2.40% |
| XOM Exxon Mobil Corp. | 2.17% |
| GOOG Alphabet, Inc. | 1.98% |
| JPMorgan Prime Money Market Fund | 1.81% |
More on JDEAX.
- JDEAX overview
- JDEAX holdings
- JDEAX risk
- JDEAX costs
- JDEAX money in and out
- JDEAX share classes
- Compare JDEAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.