JPMorgan Tax Aware Equity Fund Class A (JPEAX) Research
The JPMorgan Tax Aware Equity Fund Class A's primary objective is to deliver substantial overall returns to investors, with a particular emphasis on after-tax performance. The fund commits a minimum of 80% of its capital to equity investments, predominantly focusing on common shares issued by large and mid-sized U.S. corporations. While primarily domestic, it retains the flexibility to allocate up to 20% of its portfolio to international equities, including instruments like depositary receipts. The investment advisor's strategy involves identifying and purchasing equity securities that are considered to be attractively priced, with the ultimate goal of surpassing the performance of its designated benchmark through astute stock selection.
Market snapshot
- Symbol
- JPEAX
- Price
- $41.19
- Day change
- 0.00%
- Market cap
- $798.1M
- 52-week range
- 33.4-41.3
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Aristotle Value Equity I-2 (ARSQX)
- Allspring Discovery All Cap Growth - Admin (EOMYX)
- AIG Focused Growth Fund Class W (FOCWX)
- MFAM Global Opportunities Fund Institutional Class (FOIIX)
- AB Cap Fund, Inc. - AB International Strategic Core Portfolio - A (ISARX)
- BMO TCH Core Plus Bond Fund Class Y Shares (MCYBX)
- PGIM Balanced Fund- Class B (PBFBX)
- Invesco International Equity Fund Class A (QIVAX)
Open JPMorgan Tax Aware Equity Fund Class A (JPEAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.