JPMorgan U.S. GARP Equity Fund Class I
JPGSX
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
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- JPMorgan Trust I DE United States of America
- IPO Date
- Feb 28, 2003
- CIK
- 0001217286
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan U.S. GARP Equity Fund Class I (JPGSX) is an open-end mutual fund managed by J.P. Morgan Investment Management Inc., a subsidiary of JPMorgan Chase & Co., that seeks total return by investing primarily in common stocks of growth-at-a-reasonable-price (GARP) companies exhibiting strong business franchises, improving fundamentals, attractive valuations, and capable management. The fund employs a bottom-up investment approach, focusing on U.S. companies across various sectors including technology, healthcare, consumer discretionary, and industrials; it selects securities based on quantitative screens for earnings growth potential, cash flow generation, and valuation metrics such as price-to-earnings and price-to-sales ratios. Core offerings include Class I shares (ticker: JPGSX) with a minimum initial investment typically suited for institutional and high-net-worth investors, alongside other share classes like Class A (JGASX), Class C (JGC SX), and Institutional Class (JRGIX), providing daily liquidity, professional portfolio management, and diversified exposure to mid- and large-cap U.S. equities. The fund operates globally from its investment adviser's headquarters in New York, New York, with J.P. Morgan's founding roots tracing back to 1799 through predecessor entities, and it serves retail, institutional, and advisory clients targeting long-term capital appreciation with moderate risk. Recent developments include portfolio manager transitions in 2023-2024 to enhance GARP strategy execution amid market volatility, integration of advanced ESG screening tools in line with J.P. Morgan's sustainable investing framework launched in 2024, and strong performance attribution to holdings in AI-driven tech and healthcare innovators during the 2025 equity rally under President Trump's pro-business policies.