JPMorgan U.S. Equity Fund

Shareclass
JPMorgan US Equity I (JUESX)
Type
Open-end mutual fund
Manager
Military weapon grade: Fund is invested in military contractors above the threshold of 4%. Assigned a grade of F.
How we track weapon investments
F
$1.64 BILLION
Military weapons
3
military weapon stocks found
5.16%
of assets flagged
Data as of 31 Oct 2024
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
3
holdings
$1.64B
invested
5.16%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
2
holdings
$1.29B
invested
4.08%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
1
holdings
$602.7M
invested
1.9%
of portfolio
Military weapon companies
3 holdings
3 holdings
  • 1.  Eaton Corp PLC
    Nuclear weapons
    $691.33M
    2.18%
  • 2.  Northrop Grumman Corp
    Nuclear weaponsControversial weapons
    $602.7M
    1.9%
  • 3.  Howmet Aerospace Inc
    $342.1M
    1.08%
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

JPMorgan U.S. Equity Fund earns an F grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on JUESX at Morningstar.com
Current fund
JUESX
JPMorgan U.S. Equity Fund
Family
JPMorgan
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.43% more in annualized returns
More invested in military weapons 
2.17% more invested
More invested in major military contractors 
2.17% more invested
More invested in manufacturers/servicers of nuclear weapons 
1.8% more invested
More invested in manufacturers of controversial weapons 
1.14% more invested
Current fund
JUESX
JPMorgan U.S. Equity Fund
Family
JPMorgan
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.43% more in annualized returns
More invested in military weapons 
2.17% more invested
More invested in major military contractors 
2.17% more invested
More invested in manufacturers/servicers of nuclear weapons 
1.8% more invested
More invested in manufacturers of controversial weapons 
1.14% more invested
Current fund
JUESX
JPMorgan U.S. Equity Fund
Family
JPMorgan
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.43% more in annualized returns
More invested in military weapons 
2.17% more invested
More invested in major military contractors 
2.17% more invested
More invested in manufacturers/servicers of nuclear weapons 
1.8% more invested
More invested in manufacturers of controversial weapons 
1.14% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
JUESX - JPMorgan U.S. Equity Fund
35%
11%
17%
14%
5.16% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
2.99% 
Fund compared to benchmark
 
1.36%
0.02%
1.62%
0.43%
2.17%  higher
Find more financial data on JUESX at Morningstar.com
What's next?
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Action toolkit
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