JPMorgan U.S. Equity Fund

Shareclass

JPMorgan US Equity I (JUESX)

Type

Open-end mutual fund

Manager

For each civilian firearm category, we show the fund's exposure. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.

Civilian firearms

Gun manufacturers

Manufacturers of civilian firearms

holdings

$602.7M

invested

1.9%

of portfolio

Major gun retailers

Largest public retailers of civilian firearms

0 direct stock holdings

Gun manufacturers and major gun retailers

1 holdings

1. Northrop Grumman Corp
$602.7M
1.9%

JPMorgan U.S. Equity Fund $JUESX is 1.9% ($602.7 MILLION) invested in gun manufacturer and major gun retailer stocks

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

JPMorgan U.S. Equity Fund JUESX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on JUESX at Morningstar.com

Current fund

JUESX

JPMorgan U.S. Equity Fund

Family

JPMorgan

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.43% more in annualized returns

More invested in civilian firearms

0.98% more invested

Current fund

JUESX

JPMorgan U.S. Equity Fund

Family

JPMorgan

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.43% more in annualized returns

More invested in civilian firearms

0.98% more invested

Current fund

JUESX

JPMorgan U.S. Equity Fund

Family

JPMorgan

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.43% more in annualized returns

More invested in civilian firearms

0.98% more invested

Month-end trailing returns

Performance as of date: 11/30/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gun investments

1-yr

3-yr

5-yr

10-yr

Civilian firearm

This fund
JUESX - JPMorgan U.S. Equity Fund

35%

11%

17%

14%

1.9%

Benchmark

34%

11%

16%

13%

0.92%

Fund compared to benchmark

1.36%

0.02%

1.62%

0.43%

0.98% higher

Find more financial data on JUESX at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

Action toolkit

Ask your employer about adding gun free options to your retirement plan

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Find sustainable funds that are gun free

Find clean funds

Visit Weapon Free Funds to see this fund's exposure to military weapon companies

See weapon risk

Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints

See climate risk

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