JPMorgan Intrepid Sustainable Equity Fund - A Class
JICAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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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
- Feb 18, 2005
- CIK
- 0001217286
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan Intrepid Sustainable Equity Fund - A Class (JICAX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in large-cap and mid-cap common stocks of U.S. companies deemed sustainable leaders. The fund normally invests at least 80% of its assets in equity securities meeting the adviser's proprietary sustainability criteria, which incorporate environmental, social, and governance (ESG) characteristics, alongside qualitative assessments and sector specialist insights; top holdings as of mid-2025 include Microsoft Corp. (8.77%), NVIDIA Corp. (8.67%), Amazon.com Inc. (6.51%), Apple Inc. (4.95%), and Alphabet Inc. (4.30%), with sector allocations led by technology (36.95%), financial services (14.04%), and consumer cyclical (13.26%). It offers Class A shares with a 5.25% front-end load, net expense ratio of 0.64%, minimum initial investment of $1,000, and additional investments from $50, targeting U.S. investors through broker-dealers and retirement plans. Launched on February 18, 2005, and domiciled in the United States, the fund operates within the large blend category under J.P. Morgan Investment Management Inc., with total net assets of approximately $302 million and Class A share class size of $111 million as of late 2024. In recent developments, the fund underwent a name change from JPMorgan Intrepid Sustainable Equity Fund to JPMorgan U.S. Sustainable Leaders Fund around 2020, reflecting its sharpened focus on sustainability leadership. Effective December 31, 2024, portfolio management transitioned to a new team led by David Small and Danielle Hines, both Managing Directors, who employ a team-based approach supported by U.S. sector analysts, while retaining the core investment objective and introducing process refinements that may elevate portfolio turnover and capital gains distributions in the near term. The fund's strategies were previously updated effective November 1, 2016, and August 17, 2020, enhancing its ESG integration amid broader JPMorgan sustainable equity evolutions.