Jpmorgan is trading at 20.76 as of the 22nd of May 2025; that is 1.61 percent down since the beginning of the trading day. The fund's open price was 21.1. Jpmorgan has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of February 2025 and ending today, the 22nd of May 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the value of the funds assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the SP 500 Index.. More on Jpmorgan Large Cap
Jpmorgan Large Cap [JLPSX] is traded in USA and was established 22nd of May 2025. Jpmorgan 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 currently has accumulated 1.43 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Large Cap is currently producing year-to-date (YTD) return of 0.14% with the current yeild of 0.0%, while the total return for the last 3 years was 18.77%.
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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 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.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan 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 security.