JPMorgan Mid Cap Equity Fund

JPMorgan Mid Cap Equity Fund

JCMAX
JPMorgan Mid Cap Equity FundUS flagNASDAQ
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USD
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Capital Structure

FRC

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Working Capital

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Growth Rates

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Quarterly Revenue

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Quarterly Earnings Per Share

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Quarterly Dividends Per Share

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Company Description

APIChat
Sector
Financial Services
Industry
Asset Management
Address
JPMorgan Trust I DE United States of America
IPO Date
Nov 2, 2009
Business
JPMorgan Mid Cap Equity Fund (JPMorgan Funds - JPMorgan Mid Cap Equity Fund; ticker: JCMAX) is an open-end mutual fund that seeks capital appreciation primarily through investments in equity securities of mid-cap companies. The fund invests at least 80% of its assets in companies with market capitalizations between $2 billion and $10 billion at the time of purchase; employs a bottom-up fundamental research process focusing on high-quality growth companies with sustainable competitive advantages, strong management teams, and attractive valuations; and may also allocate to smaller or larger capitalization stocks to enhance returns. It is managed by professionals at J.P. Morgan Investment Management Inc., part of JPMorgan Chase & Co., a global financial services firm founded in 1799 and headquartered in New York, New York; operates primarily in the United States with global research capabilities supporting U.S.-focused mid-cap equity strategies; and serves institutional and retail investors seeking mid-cap exposure. In recent developments, the fund benefited from J.P. Morgan Asset Management's strategic enhancements, including the 2023 launch of expanded ESG integration frameworks across equity funds and a 2024 partnership with leading data providers to incorporate alternative data analytics for mid-cap stock selection; underwent a portfolio manager transition in early 2025 to incorporate advanced quantitative overlays amid market volatility; and reported strong performance attribution to sector rotations into industrials and financials during the 2024-2025 economic recovery phase.