1. United States of America Stocks

  2. •

    Financial Services

  3. •

    Asset Management
JPMorgan U.S. Large Cap Core Plus Fund I Class

JPMorgan U.S. Large Cap Core Plus Fund I Class

JLPSX
JPMorgan U.S. Large Cap Core Plus Fund I ClassUS flagNASDAQ
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Capital Structure

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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

APIChatGPT
Sector
Financial Services
Industry
Asset Management
Address
Columbus OH 43240 New York NY United States of America 10172
IPO Date
Nov 1, 2005
CIK
0001217286
Website
am.jpmorgan.com
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Business
JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) is an open-end mutual fund managed by J.P. Morgan Investment Management Inc., a subsidiary of JPMorgan Chase & Co., that seeks high total return primarily through a portfolio of U.S. large-cap equity securities. The fund employs a research-driven, bottom-up investment approach examining company prospects over a long-term horizon of up to five years to identify undervalued stocks across sectors; it utilizes a 130/30 long-short strategy, maintaining approximately 100% net long exposure to the highest-conviction long ideas from over 20 U.S. equity research analysts while overlaying a 30% long/short extension to capture alpha from both overvalued shorts (typically 20%-30% exposure) and additional longs, resulting in 250-300 total holdings with a beta near 1.0, sector-neutral positioning, and top holdings including NVIDIA Corp., Microsoft Corp., Apple Inc., Amazon.com Inc., Alphabet Inc. Class A, Meta Platforms Inc. Class A, Broadcom Inc., Mastercard Inc. Class A, Lowe's Cos. Inc., and Wells Fargo & Co.; share classes include I Shares (JLPSX; CUSIP 4812A2389; minimum initial investment $1M), A Shares (JLCAX), C Shares (JLPCX), R2 Shares (JLPZX), R5 Shares (JCPRX), and R6 Shares (JLPYX), with net expense ratios ranging from 1.41% to 1.46% after waivers (through at least October 31, 2025). Launched on November 1, 2005, and domiciled in the United States, the fund targets institutional and high-net-worth investors in the large blend category, with approximately $3.53 billion in assets under management as of September 30, 2025, primarily allocated to U.S. stocks (93.51%), non-U.S. stocks (4.67%), and cash equivalents (1.82%). Recent portfolio management enhancements include the addition of Timothy Woodhouse and Andrew Stern as named managers effective July 29, 2025, alongside longtime lead manager Susan Bao (28 years' experience) and Steven Lee (32 years' experience; long-short specialist since January 2020), bolstering the team's expertise in implementing the 130/30 extension; the strategy maintained strong performance through 2024-2025, ranking in the top quintile of its Morningstar Large Blend category over 3-, 5-, 10-, and 15-year periods ended December 2024, driven by stock selection in industrials, technology, and healthcare amid market volatility.