JPMorgan Large Cap Value FundJLVRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$4.9B
Expense ratio
0.54%
1-year return
+21.5%
3 years, a year
+17.4%
5 years, a year
+12.1%
12-month yield
6.78%
Holdings
98
What it aims to do.
The Fund seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BRK-B Berkshire Hathaway, Inc. | 4.29% |
| META Meta Platforms, Inc. | 2.68% |
| GOOG Alphabet, Inc. | 2.63% |
| WFC Wells Fargo & Co. | 2.59% |
| BAC Bank of America Corp. | 2.32% |
| FITB Fifth Third Bancorp | 2.08% |
| SBC AT&T, Inc. | 1.80% |
| USB US Bancorp | 1.79% |
| GEHC GE HealthCare Technologies, Inc. | 1.73% |
| JNJ Johnson & Johnson | 1.73% |
More on JLVRX.
- JLVRX overview
- JLVRX holdings
- JLVRX risk
- JLVRX costs
- JLVRX money in and out
- JLVRX share classes
- Compare JLVRX 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.