JUEAX
JPMorgan U.S. Equity Fund Class A
1W: -1.2%
1M: -0.7%
3M: +0.0%
YTD: +4.8%
1Y: +0.1%
3Y: +57.8%
5Y: +55.7%
$28.32
+0.21 (+0.75%)
Weekly Expected Move ±1.5%
$27
$28
$28
$29
$29
Similar ETFs
20 peers by holdings overlap (56 holdings)
IBALX
Transamerica Multi-Managed Balanced Fund
58.2%
Shared51 holdings
Total162
AUM$1.5B
Price$37.30
JLPSX
JPMorgan U.S. Large Cap Core Plus Fund I Class
58.1%
Shared48 holdings
Total259
AUM$3.8B
Price$25.73
JHQAX
JPMorgan Hedged Equity A
56.7%
Shared50 holdings
Total155
AUM$18.8B
Price$35.41
JPGSX
JPMorgan U.S. GARP Equity Fund Class I
54.4%
Shared34 holdings
Total91
AUM$1.6B
Price$71.29
PNOPX
Putnam Sustainable Leaders Fund
52.1%
Shared20 holdings
Total57
AUM$6.9B
Price$130.75
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
50.8%
Shared27 holdings
Total86
AUM$194M
Price$65.83
HAVGX
Haverford Quality Growth Stock Fund
50.6%
Shared27 holdings
Total34
AUM$304M
Price$26.47
TADAX
Transamerica US Growth A
50.1%
Shared20 holdings
Total61
AUM$1.8B
Price$35.40
HAIAX
Hartford Core Equity A
50.0%
Shared21 holdings
Total75
AUM$11.8B
Price$59.45
BBGLX
Bridge Builder Large Cap Growth
49.1%
Shared43 holdings
Total308
AUM$31.8B
Price$28.15
JABAX
Janus Henderson Balanced Fund - T Shares
49.1%
Shared26 holdings
Total66
AUM$28.0B
Price$49.57
NGUAX
Neuberger Large Cap Growth Fund Investor Class
49.0%
Shared20 holdings
Total49
AUM$2.8B
Price$32.74
CVTRX
Calamos Growth & Income Fund Class A
48.9%
Shared27 holdings
Total89
AUM$3.5B
Price$59.90
TWCIX
American Century Select Fund Investor Class
48.4%
Shared19 holdings
Total54
AUM$6.8B
Price$139.13
TWCGX
American Century Growth Investor Class
48.1%
Shared19 holdings
Total72
AUM$16.0B
Price$62.16
CSQ
Calamos Strategic Total Return Fund
47.6%
Shared28 holdings
Total152
AUM$3.3B
Price$20.47
MAIPX
MAI Managed Volatility Fund
47.5%
Shared21 holdings
Total73
AUM$232M
Price$17.89
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
47.4%
Shared55 holdings
Total500
AUM$2.1B
Price$21.44
QGRPX
UBS US Quality Growth At Rsnbl Prc P
47.4%
Shared15 holdings
Total31
AUM$314M
Price$19.70
HACAX
Harbor Capital Appreciation Fund Institutional Class
47.3%
Shared16 holdings
Total45
AUM$26.6B
Price$129.68
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUEAX | $34.1B | 55 | 45.3% | 17.6 | 5.1 | 4.3 | 33.5% | 24.4% | 1.16% | +19.9% | +35.1% | 59.0 | 6.6 |
| IBALX | $1.5B | 162 | 24.5% | 15.4 | 4.3 | 4.2 | 32.3% | 27.1% | 1.28% | +23.8% | +41.6% | 60.3 | 6.3 |
| JLPSX | $3.8B | 259 | 42.6% | 10.5 | 3.2 | 3.3 | 35.4% | 31.2% | 1.16% | +23.1% | +39.2% | 60.9 | 6.4 |
| JHQAX | $18.8B | 155 | 37.8% | 15.2 | 4.1 | 3.9 | 30.9% | 26.0% | 1.36% | +22.0% | +37.7% | 60.0 | 6.3 |
| JPGSX | $1.6B | 91 | 58.4% | 12.1 | 3.8 | 4.0 | 36.9% | 33.2% | 0.77% | +23.6% | +46.0% | 60.9 | 6.3 |
| PNOPX | $6.9B | 57 | 46.3% | 16.2 | 4.7 | 4.4 | 33.2% | 27.0% | 1.11% | +27.7% | +48.4% | 55.9 | 6.4 |
| BUFEX | $194M | 86 | 54.1% | 9.9 | 3.1 | 3.4 | 36.7% | 34.3% | 0.77% | +21.6% | +47.4% | 61.0 | 6.3 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| TADAX | $1.8B | 61 | 59.6% | 16.9 | 5.4 | 5.2 | 38.2% | 31.0% | 0.56% | +26.5% | +54.9% | 58.1 | 6.3 |
| HAIAX | $11.8B | 75 | 46.7% | 15.3 | 4.6 | 4.2 | 34.9% | 27.6% | 1.02% | +17.9% | +38.5% | 55.8 | 6.4 |
| BBGLX | $31.8B | 308 | 46.7% | 12.2 | 3.8 | 3.9 | 36.3% | 31.6% | 0.90% | +22.9% | +43.4% | 61.1 | 6.4 |