JPMorgan U.S. Research Enhanced Equity Fund Class L (JPIEX) Research
This fund strives to deliver consistently high overall returns by investing in a broadly diversified portfolio of equities, targeting a risk profile similar to the S&P 500 Index. It commits a minimum of 80% of its net assets, including any borrowed capital used for investment, to securities. The primary investment strategy focuses on the common shares of U.S. companies listed in the S&P 500 Index, which covers both large and mid-capitalization firms. Additionally, the fund holds the option to invest in securities not represented in the S&P 500 Index.
Market snapshot
- Symbol
- JPIEX
- Price
- $27.07
- Day change
- +0.48%
- Market cap
- $4.3B
- 52-week range
- 19.01-29.11
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Select Large Cap Value Fund Advisor Class (CSERX)
- Carillon Scout Mid Cap Fund Class Y (CSMZX)
- Diamond Hill Small-Mid Cap Fund (DHMAX)
- Fidelity Advisor Balanced Fund Class Z (FZAAX)
- Nationwide S&P 500 Index Fund (GRMIX)
- Carillon Eagle Mid Cap Growth Fund Class Y (HRAYX)
- New York Community Capital Trust V BONUSES UNIT (NYCB-PU)
- AB Small Cap Growth Portfolio Class K (QUAKX)
Open JPMorgan U.S. Research Enhanced Equity Fund Class L (JPIEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.