JPMorgan U.S. GARP Equity FundJPGSX

MUTUAL FUNDJ.P. Morgan
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.8B
Expense ratio
0.59%
1-year return
+15.9%
3 years, a year
+23.0%
5 years, a year
+13.5%
12-month yield
9.92%
Holdings
93

What it aims to do.

The Fund seeks to provide long-term capital growth.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.13.11%
AAPL Apple, Inc.9.67%
MSFT Microsoft Corp.9.24%
AMZN Amazon.com, Inc.5.85%
AVGO Broadcom, Inc.4.53%
GOOGL Alphabet, Inc.4.52%
META Meta Platforms, Inc.4.02%
TSLA Tesla, Inc.3.12%
MA Mastercard, Inc.2.18%
GOOG Alphabet, Inc.2.16%

More on JPGSX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.