JPMorgan U.S. Equity Fund Class R2
JUEZX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- JPMorgan U.S. Equity Fund Class R2 (JUEZX) is an open-end mutual fund that seeks high total return from a portfolio of selected equity securities, investing 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 Index; it may allocate up to 20% to common stocks of foreign companies, including depositary receipts, and maintains modest positions in short-term investments and cash equivalents. The fund employs a research-driven, fundamental analysis approach to construct a high-conviction portfolio of approximately 50-51 stocks, emphasizing stock-specific risk/reward profiles over sector or style bets while aligning overall factor exposures and sector weightings closely with the S&P 500 benchmark; top holdings as of late 2025 typically include leading technology names such as NVIDIA Corp. (around 9-10%), Microsoft Corp. (8-9%), and Apple Inc. (7-8%), alongside financials like Wells Fargo & Co. and American Express Co., with sector allocations featuring information technology (over 30%), financials (15-16%), and consumer cyclical (around 12%). Managed by J.P. Morgan Investment Management Inc., a business unit of JPMorgan Chase & Co. headquartered at 270 Park Avenue, New York, New York, the fund traces its origins to a strategy inception in 1985, with the R2 share class launching on November 3, 2008; it operates within the large-blend category, targets retirement and institutional investors with a minimum initial investment of $0, and as of December 2025 manages approximately $34.8 billion in assets across its share classes amid total strategy assets exceeding $90 billion. Lead portfolio manager Scott Davis, with 30 years of experience, assumed full control of the U.S. mutual fund portfolio in February 2020 following transitions from prior managers, supported by comanager Shilpee Raina (named in November 2021, 20 years experience) and a 20-member core analyst team whose compensation aligns with fund performance; the process leverages quantitative backtesting, forward-looking risk assessment, and rigorous comparison of owned versus non-owned stocks. Recent developments include portfolio adjustments in 2025 amid underperformance relative to the S&P 500, such as exiting overweight positions in UnitedHealth Group due to deteriorating outlook and increasing Broadcom from underweight to overweight, alongside sustained convictions in holdings like NXP Semiconductors despite short-term chip demand weakness; the adviser maintains contractual fee waivers through October 31, 2025, capping net expenses at 0.940% for certain classes (1.190% adjusted for R2), while the fund received a 4-star overall Morningstar rating as of September 30, 2025, in the large-blend category.