Jpmorgan Large Cap Fund Quote

OLVCX Fund  USD 19.77  0.03  0.15%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Jpmorgan Large is trading at 19.77 as of the 21st of July 2025; that is 0.15 percent decrease since the beginning of the trading day. The fund's open price was 19.8. Jpmorgan Large has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in equity securities of large companies, including common stocks, and debt and preferred securities which are convertible to common stock. Assets means net assets, plus the amount of borrowings for investment purposes. More on Jpmorgan Large Cap

Moving together with Jpmorgan Mutual Fund

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Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Funds, Large Value Funds, Large Value, JPMorgan, Large Value, Large Value (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date17th of February 2023
Fiscal Year EndJune
Jpmorgan Large Cap [OLVCX] is traded in USA and was established 21st of July 2025. Jpmorgan Large is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Value category and is part of JPMorgan family. This fund now has accumulated 3.47 B in assets with no minimum investment requirementsJpmorgan Large Cap is currently producing year-to-date (YTD) return of 4.38% with the current yeild of 0.01%, while the total return for the last 3 years was 12.03%.
Check Jpmorgan Large Probability Of Bankruptcy

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 Large Cap 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 Large Cap Mutual Fund Constituents

OXYOccidental PetroleumStockEnergy
STTState Street CorpStockFinancials
PFEPfizer IncStockHealth Care
MPCMarathon Petroleum CorpStockEnergy
MRKMerck CompanyStockHealth Care
GMGeneral MotorsStockConsumer Discretionary
BDXBecton Dickinson andStockHealth Care
AVGOBroadcomStockInformation Technology
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Jpmorgan Large Cap Risk Profiles

Jpmorgan Large Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Large 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 Large security.
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