JP Morgan Mid Cap Value Fund-A Share Class
JAMCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 277 Park Avenue New York NY United States of America 10172
- IPO Date
- Apr 27, 2001
- CIK
- 0001037897
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan Mid Cap Value Fund-A (JAMCX) is an open-end mutual fund managed by J.P. Morgan Investment Management Inc., a subsidiary of JPMorgan Chase & Co., that seeks capital appreciation by investing at least 80% of its assets in equity securities of mid-cap companies exhibiting value characteristics, including common stocks of U.S. issuers with market capitalizations typically between $2 billion and $10 billion, preferred stocks, convertible securities, and derivatives providing similar exposure; the fund maintains a diversified portfolio of 90-120 stocks with no single position exceeding 5%, emphasizing high-quality companies with durable business models, sustainable free cash flow generation, leading competitive positions, and above-average growth potential within the mid-cap value segment. Headquartered in New York, New York, at 270 Park Avenue, the fund traces its inception to November 13, 1997, and primarily serves retail and institutional investors in the United States through its Class A share class, which features a front-end load of 5.25%, a net expense ratio of 1.09%, and a minimum initial investment of $1,000. As of late 2025, the fund manages approximately $12 billion in net assets, with top holdings including financial services firms like State Street Corp. and Raymond James Financial Inc., alongside exposure to industrials, consumer cyclical, technology, and healthcare sectors, and a portfolio turnover rate of around 39%. Recent portfolio management enhancements include the addition of Jeremy Miller and Ryan Jones as comanagers on March 19, 2024, alongside longtime lead manager Lawrence Playford (since 2004), enabling refined stock selection and sector positioning that contributed to top-quartile performance among mid-cap value peers in 2024 and solid results through the first quarter of 2025 despite market volatility. The fund benefited from improved underwriting and overweight allocations to resilient sectors during down markets in 2022 and early 2025, rebounding from prior challenges in 2018 and 2020. While not directly impacting JAMCX, J.P. Morgan Asset Management has pursued broader strategic expansions, such as launching its first tokenized money market fund (My OnChain Net Yield Fund) on Ethereum in December 2025 with $100 million in seed capital, closing its Global Private Equity XII fund in December 2025 following the $1.28 billion PEG Global Private Equity XI in 2024, and opening a new global headquarters at 270 Park Avenue in October 2025, underscoring ongoing innovation in asset management offerings.