JPMorgan Mid Cap Equity R6 (JPPEX) Research

Under typical operating conditions, the fund is committed to investing a minimum of 80% of its overall investment capital in the stock shares of companies categorized as mid-capitalization. For the purpose of this investment policy, "overall investment capital" includes both the fund's net assets and any funds it has borrowed for investment activities. A company qualifies as a mid-cap entity if its market value falls within the range of businesses included in the Russell Midcap® Index at the specific moment the shares are purchased.

Market snapshot

Symbol
JPPEX
Price
$68.91
Day change
+0.70%
Market cap
$6.0B
52-week range
61.95-69.31
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Calvert US Large Cap Core Rspnb Idx R6 (CSXRX)
  • DFA Emerging Markets Portfolio I (DFEMX)
  • U.S. High Relative Profitability Portfolio Institutional Class (DURPX)
  • Fidelity Select Health Care Portfolio (FSPHX)
  • JPMorgan International Equity A (JSEAX)
  • Permanent Portfolio Class I (PRPFX)
  • BlackRock Health Sciences Opportunities Portfolio Service Shares (SHISX)
  • BlackRock Health Sciences Opportunities Portfolio Investor A Shares (SHSAX)

Open JPMorgan Mid Cap Equity R6 (JPPEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.