JPMorgan U.S. Equity Fund

Shareclass
JPMorgan US Equity I (JUESX)
Type
Open-end mutual fund
Manager
Gender equality score
Gender equality score

56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
85.8
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 361 out of 2,530 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
26/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
10/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Marriott International Inc Class A
    0.93% of assets
    $293.8M invested
  • 2. Mastercard Inc Class A
    2.47% of assets
    $782.27M invested
  • 3. Wells Fargo & Co
    2.99% of assets
    $948.92M invested
  • 4. Northrop Grumman Corp
    1.9% of assets
    $602.7M invested
  • 5. Mondelez International Inc Class A
    1.12% of assets
    $356.72M invested
  • 6. Microsoft Corp
    8.35% of assets
    $2.65B invested
  • 7. McDonald's Corp
    1.44% of assets
    $455.65M invested
  • 8. American Express Co
    2.11% of assets
    $670.09M invested
  • 9. Intuit Inc
    1.19% of assets
    $377.22M invested
  • 10. Exxon Mobil Corp
    2.51% of assets
    $796.17M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Corpay Inc
    0.57% of assets
    $179.55M invested
  • 2. Marvell Technology Inc
    0.54% of assets
    $171.47M invested
  • 3. CSX Corp
    1.97% of assets
    $626.27M invested
  • 4. Vulcan Materials Co
    2.04% of assets
    $646.35M invested
  • 5. Howmet Aerospace Inc
    1.08% of assets
    $342.1M invested
  • 6. NextEra Energy Inc
    1.27% of assets
    $404.05M invested
  • 7. Micron Technology Inc
    1.01% of assets
    $321.56M invested
  • 8. Arthur J. Gallagher & Co
    0.92% of assets
    $293.29M invested
  • 9. AutoZone Inc
    1.07% of assets
    $338.58M invested
  • 10. Tesla Inc
    0.33% of assets
    $103.53M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on JUESX at Morningstar.com
Gender Equality and Returns
Returns chart for JPMorgan U.S. Equity Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
JUESX
JPMorgan U.S. Equity Fund
Family
JPMorgan
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.43% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
JUESX
JPMorgan U.S. Equity Fund
Family
JPMorgan
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.43% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
JUESX
JPMorgan U.S. Equity Fund
Family
JPMorgan
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.43% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
JUESX - JPMorgan U.S. Equity Fund
35%
11%
17%
14%
56  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
55  / 100 points
Fund compared to benchmark
 
1.36%
0.02%
1.62%
0.43%
1  / 100 points higher
Find more financial data on JUESX at Morningstar.com
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