JPMorgan U.S. Equity Fund
JUEPX
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- JPMorgan U.S. Equity Fund (JUEPX) is an open-end investment company that seeks high total return primarily through a portfolio of U.S. large-cap stocks; it employs fundamental analysis to identify companies with growth potential and constructs a high-conviction portfolio of best ideas, focusing on the most attractively valued stocks in each sector while maintaining sector weightings similar to the S&P 500 Index. The fund invests at least 80% of its assets in equity securities of U.S. companies, primarily common stocks of large- and medium-capitalization firms included in the S&P 500, with up to 20% allocated to common stocks of foreign companies including depositary receipts; key holdings as of late 2025 include NVIDIA Corp. (9.2%), Microsoft Corp. (8.8%), Apple Inc. (7.4%), Amazon.com Inc. (4.1%), and Alphabet Inc. Class A (4.0%), with top sectors encompassing information technology (35.1%), financials (16.0%), and consumer discretionary (11.6%). Offered in multiple share classes including R3 (JUEPX), C (JUECX), I (JUESX), R6 (JUEMX), and others, the fund targets institutional and retail investors seeking large-blend exposure with a net expense ratio of 0.94% for JUEPX and total net assets exceeding $35 billion across the strategy. Managed by Scott Davis since 2014 and co-managed by Shilpee Raina since 2021, the fund leverages J.P. Morgan's core research team of approximately 20 analysts whose compensation aligns with strategy performance. Launched on September 9, 2016 for the R3 share class (with the overall strategy tracing to September 10, 2001), the fund is domiciled in the United States and operates globally through J.P. Morgan Asset Management, a business of JPMorgan Chase & Co., headquartered at 270 Park Avenue, New York, NY. In a significant recent development, shareholders convened a special joint meeting on November 21, 2024, adjourned to December 18, 2024, to vote on a proposal to change the fund from diversified to non-diversified status by eliminating its related fundamental policy, with approval potentially effective on or about February 5, 2025. Portfolio adjustments in 2025 included selling out of UnitedHealth Group, shifting Broadcom to an overweight position, and maintaining stakes in select industrials amid performance challenges relative to the S&P 500.