JPMorgan U.S. GARP Equity Fund Class I (JPGSX) Research
Under normal market conditions, this fund commits at least 80% of its total capital to equity holdings within U.S.-based large and mid-capitalization companies. For this allocation purpose, 'assets' encompass both the fund's net assets and any capital borrowed for investment activities. Its core investment strategy involves building a diverse portfolio of equities. The adviser identifies these securities based on a combination of factors, including attractive valuations, robust quality, and/or strong upward momentum, all chosen with the aim of achieving superior performance relative to the market.
Market snapshot
- Symbol
- JPGSX
- Price
- $102.62
- Day change
- +1.25%
- Market cap
- $2.0B
- 52-week range
- 85.16-106.96
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Disciplined Core Value Fund - I Class (AMGIX)
- Baron Discovery Fund Retail Shares (BDFFX)
- Disciplined Core Value Fund - Investor Class (BIGRX)
- Brandes International Equity Fund Class I (BIIEX)
- Fidelity Freedom Index 2015 Fund - Investor Class (FLIFX)
- The Gabelli Utility Trust (GUT)
- HCM Tactical Growth Fund - Class C Shares (HCMDX)
- JPMorgan U.S. GARP Equity Fund (JGIRX)
Open JPMorgan U.S. GARP Equity Fund Class I (JPGSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.