JPMorgan Large Cap Growth Fund I Class
SEEGX
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 Large Cap Growth Fund I Class (SEEGX) is an open-end mutual fund that seeks long-term capital appreciation primarily through a diversified portfolio of equity securities in large, well-established growth companies with market capitalizations within the universe of the Russell 1000 Growth Index; under normal circumstances, at least 80% of its assets are invested in such securities, focusing on underappreciated growth stocks exhibiting attractive fundamentals, potential to exceed market expectations, and positive price momentum. The fund offers Class I shares with a net expense ratio of 0.69%, a minimum initial investment of $1 million, and holds approximately 74 positions, with top holdings including NVIDIA Corp. (12.3%), Microsoft Corp. (10.8%), and Apple Inc. (6.9%) as of September 30, 2025; sector allocations emphasize information technology (47.7%), consumer discretionary (13.9%), and communication services (12.4%). Launched on February 28, 1992, and managed by J.P. Morgan Investment Management Inc., a subsidiary of JPMorgan Chase & Co. headquartered in New York, the fund operates in the large growth category and is available to U.S. investors. Recent portfolio management enhancements include the promotion of comanagers Larry Lee, Holly Morris (also referred to as Holly Fleiss), Joseph Wilson, and Robert Maloney between 2020 and 2022 to support lead manager Giri Devulapally, who has overseen the strategy since 2005 and mitigate key-person risk while maintaining the team's deep sector expertise averaging over 20 years of industry experience. The fund received a Morningstar Bronze Medalist Rating as of December 30, 2024, and overall 4-star rating as of September 30, 2025, reflecting strong risk-adjusted performance, including a 3-year Sharpe ratio of 1.45 and beta of 0.98. J.P. Morgan Asset Management, the fund's sponsor, continues broader strategic expansions, such as partnering with Vanguard in October 2025 to launch four low-cost ETF model portfolios blending active and passive strategies, though no fund-specific acquisitions, new share classes, or reorganizations for SEEGX were reported in the last 1-2 years.