Jpmorgan Equity is trading at 93.53 as of the 22nd of July 2025; that is 0.06 percent increase since the beginning of the trading day. The fund's open price was 93.47. Jpmorgan Equity has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The fund invests in stocks included in the SP 500 Index and also may invest in stock index futures. The funds adviser attempts to track the aggregate price and dividend performance of securities in the SP 500 Index to achieve a correlation of at least 0.95 between the performance of the fund and that of the index without taking into account the funds expenses.. More on Jpmorgan Equity Index
Jpmorgan Equity Index [OEICX] is traded in USA and was established 22nd of July 2025. Jpmorgan Equity is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Blend category and is part of JPMorgan family. This fund now has accumulated 8.12 B in assets with no minimum investment requirementsJpmorgan Equity Index is currently producing year-to-date (YTD) return of 7.37% with the current yeild of 0.0%, while the total return for the last 3 years was 16.93%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Equity Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Equity Index Mutual Fund Constituents
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Equity financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Equity security.