JPMorgan U.S. Equity FundJUSRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$31.6B
Expense ratio
0.54%
1-year return
+10.8%
3 years, a year
+17.4%
5 years, a year
+10.8%
Holdings
56
What it aims to do.
The Fund seeks to provide high total return from a portfolio of selected equity securities.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 8.88% |
| AAPL Apple, Inc. | 7.02% |
| AMZN Amazon.com, Inc. | 5.30% |
| GOOGL Alphabet, Inc. | 4.84% |
| MSFT Microsoft Corp. | 3.87% |
| AVGO Broadcom, Inc. | 3.40% |
| META Meta Platforms, Inc. | 3.38% |
| WFC Wells Fargo & Co. | 3.16% |
| MA Mastercard, Inc. | 2.96% |
| LOW Lowe's Cos., Inc. | 2.49% |
More on JUSRX.
- JUSRX overview
- JUSRX holdings
- JUSRX risk
- JUSRX costs
- JUSRX money in and out
- JUSRX share classes
- Compare JUSRX 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.