JPMorgan Large Cap Value FundOLVCX

MUTUAL FUNDJ.P. Morgan
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$4.9B
Expense ratio
1.44%
1-year return
+20.4%
3 years, a year
+16.4%
5 years, a year
+11.1%
12-month yield
6.60%
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 Bancorp2.08%
SBC AT&T, Inc.1.80%
USB US Bancorp1.79%
GEHC GE HealthCare Technologies, Inc.1.73%
JNJ Johnson & Johnson1.73%

More on OLVCX.

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