JPMorgan U.S. GARP Equity Fund (JGIRX) Research

Under typical market conditions, the fund dedicates at least 80% of its total investment capital—defined as its net assets plus any funds borrowed for investment purposes—to the equity securities of large and mid-sized U.S. corporations. The advisor primarily constructs a broad portfolio from these stocks, targeting companies believed to possess desirable qualities such as appealing valuations, strong fundamental quality, and/or robust market momentum, with the objective of delivering superior performance compared to its benchmarks.

Market snapshot

Symbol
JGIRX
Price
$100.13
Day change
+1.25%
Market cap
$2.0B
52-week range
83.07-104.65
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AQR Diversified Arbitrage Fund (ADAIX)
  • Brandes International Equity Fund (BIECX)
  • AMG River Road Mid Cap Value Fund (CHTTX)
  • Fidelity ZERO Extended Market Index Fund (FZIPX)
  • Kayne Anderson Energy Infrastructure Fund, Inc. (KYN)
  • Optimum Large Cap Growth Fund (OILGX)
  • T. Rowe Price New Asia Fund (PRASX)
  • T. Rowe Price Spectrum Conservative Allocation Fund (PRSIX)

Open JPMorgan U.S. GARP Equity Fund (JGIRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.