1. United States of America Stocks

  2. •

    Financial Services

  3. •

    Asset Management
JPMorgan Mid Cap Equity R2

JPMorgan Mid Cap Equity R2

JMCEX
JPMorgan Mid Cap Equity R2US flagNASDAQ
66.62
USD
-0.19
- -
6.03BMarket Cap
No data availableFinancial data will appear here once available

Capital Structure

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Quarterly Revenue

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Company Description

APIChatGPT
Sector
Financial Services
Industry
Asset Management
Address
Columbus OH 43240 New York NY United States of America 10172
IPO Date
Mar 18, 2014
CIK
0001217286
Website
am.jpmorgan.com
Similar Companies
Federated Hermes Short Duration Corporate ETF (FCSH)
HCM Tactical Growth Fund - Class C Shares (HCMDX)
WisdomTree Physical Platinum (PHPT.L)
Blackrock Future U.S. Themes ETF (BTHM)
Impax High Yield Bond Fund Investor Class (PAXHX)
Rydex S&P 500 Pure Value H (RYZAX)
Business
JPMorgan Mid Cap Equity Fund (JMCEX) is an open-end mutual fund managed by J.P. Morgan Investment Management Inc., a business unit of JPMorgan Chase & Co., that seeks long-term capital growth by investing primarily in a diversified portfolio of U.S. mid-cap equity securities; under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid-cap companies with market capitalizations similar to those within the Russell Midcap Index at the time of purchase. The fund offers multiple share classes including R2 (JMCEX, launched November 2, 2009), A (JCMAX), C (JMCCX), I (VSNGX), R5 (JMEEX), and R6 (JPPEX), with a focus on companies exhibiting above-average growth prospects, sustainable free cash flow generation, leading competitive positions, durable business models, and management capable of achieving sustained growth; its portfolio typically comprises approximately 203-204 holdings across sectors such as financials (16.8%), industrials (15.1%), consumer discretionary (12.3%), health care (11.8%), information technology (10.6%), utilities (6.4%), and others, with top holdings including Raymond James Financial Inc., Cencora Inc., State Street Corp., and Quest Diagnostics Inc.. As of late 2025, the fund manages approximately $5.8 billion in assets, features a net expense ratio of 1.090% (with contractual waivers through October 31, 2025), a 61% turnover rate, and a Morningstar Bronze Medalist Rating reflecting strong Process and People Pillars despite high fees. The fund operates within the mid-cap blend category, targeting institutional and retirement investors seeking exposure to U.S. mid-cap equities; it is part of J.P. Morgan Funds, distributed by JPMorgan Distribution Services, Inc., with parent company JPMorgan Chase & Co. headquartered at 270 Park Avenue, New York, NY. Recent developments include maintenance of its diversified mid-cap strategy amid a robust performance backdrop, with the broader J.P. Morgan mid-cap investment banking group achieving record revenue projections for 2025 through over 175 deals, enhanced by key hires such as Rohan Juneja (media/communications), Ryan Lake (beverages), and Lauren Vitale (education/business services) in September 2025, alongside optimistic 2026 outlooks featuring the highest-ever sell-side backlog.