JPMorgan U.S. Equity Fund (JMUEX) Fund Overview
JPMorgan U.S. Equity Fund (JMUEX) — price $28.54 (+0.74%), as of the Oct 2, 2026 trading session; market cap $33.6B.
Educational signal · not a buy or sell recommendation · How to read this
JPMorgan U.S. Equity Fund · JMUEX · Financial Services · Asset Management
The JPMorgan U.S. Equity Fund typically allocates at least 80% of its total investment capital to stocks issued by companies based in the United States.
Price as of Oct 2, 2026
Key Statistics
Not scored: this is a debt/preferred or other non-common instrument, or its reported market value does not match its share basis.
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $28.54 | |
| Change on the day | +0.74% | |
| 52-week range | $24.15–$29.18 | |
| Market capitalisation | $33.6B | |
| Price / earnings (trailing) | 1.76 | |
| Beta (volatility vs the S&P 500) | 1.01 | |
| Dividends per share (last 12 months) | $1.57 | |
| Dividend yield (last 12 months) | 5.50% |
Price & events
Point at or tab to any week for its close.
Other perspectives
Council score for JPMorgan U.S. Equity Fund (JMUEX): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 2, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Aug 22, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Aug 22, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the JMUEX film — every key number, told as a short cinematic story
~2 min · open the film
What is JPMorgan U.S. Equity Fund (JMUEX), and what does it report?
Short answer · as of
The JPMorgan U.S. Equity Fund typically allocates at least 80% of its total investment capital to stocks issued by companies based in the United States. JPMorgan U.S. Equity Fund (JMUEX) is classified as Financial Services / Asset Management. SEC filing business address: NEW York, NY. In Q1 FY2024 it reported revenue of $40.05B and net income of $12.94B. The market values it at $33.6B.
What do the latest results show for JPMorgan U.S. Equity Fund (JMUEX)?
Short answer · as of
The most recent reported quarter, Q1 FY2024, carried revenue of $40.05B.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $40.05B Mar 31, 2024
- Latest quarter · SG&A
- $20.46B Mar 31, 2024
- Latest quarter · FMP standardized operating result
- $17.22B Mar 31, 2024
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Mar 31, 2024 | $40.05B | Not available | $20.46B | $17.22B |
| Dec 31, 2023 | $35.84B | Not available | $19.37B | $12.99B |
| Sep 30, 2023 | $38.39B | Not available | $19.05B | $17.30B |
| Jun 30, 2023 | $35.71B | Not available | $18.24B | $15.31B |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Quarterly income statement — 1 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q1 FY2024 | $40.05B | $12.94B | $4.44 (diluted) |
What are the financial strengths and risks for JPMorgan U.S. Equity Fund (JMUEX)?
Short answer · as of
Cash and short-term investments were $353.31B at the Mar 31, 2024 balance-sheet date. Operating cash flow was $60.23B for the quarter ended Dec 31, 2023, meaning operations generated cash. These figures do not establish a cash runway. The distress and quality screens read Altman Z 0.30 · Piotroski F 5. Trailing ratios: ROE 15.4% · ROA 1.2% · current ratio 3.45 · earnings yield 136.8% · free-cash-flow yield 38.7%.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $60.23B Dec 31, 2023
- Previous quarter · operating cash flow
- $45.12B Sep 30, 2023
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Dec 31, 2023 | $60.23B | Not available |
| Sep 30, 2023 | $45.12B | Not available |
| Jun 30, 2023 | $18.86B | Not available |
| Mar 31, 2023 | −$111.24B | Not available |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
The records behind this page
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 0.0% Period end Jun 30, 2026
- Previous quarter · ownership
- 0.0% Prior to period end Jun 30, 2026
- Reporting holders
- 2 Period end Jun 30, 2026
- Previous quarter · holders
- 2 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Wealthspire Advisors, LLC | 13,929 |
| Oakworth Capital, INC. | 144 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
JPMorgan U.S. Equity Fund Financial Services Stock: Key Questions Answered
These answers are editorial: 2 of these 2 answers are drawn from the JMUEX research dossier (written Mar 17, 2026 by gemini-2.0-flash). Figures in this section are not part of the source register.
What are the main risks for JMUEX?
The main risks for JPMorgan U.S. Equity Fund (JMUEX) include market risk, which is the potential for the value of the fund's investments to decline due to overall market conditions.
How does JPMorgan U.S. Equity Fund make money in financial services?
JPMorgan U.S. Equity Fund generates revenue primarily through management fees, which are charged as a percentage of the fund's assets under management (AUM). These fees compensate the fund's manager, J.P. Morgan Asset Management, for its expertise in selecting and managing the fund's investments. The higher the AUM, the greater the management fees earned by the fund manager.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (43 figures)
The 43 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | NEW York, NY | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "277 Park Avenue, New York, NY, 10172, US". |
FMP — 38 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $28.54 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T18:04:29.351Z. | |
px.change | Change on the day | +0.74% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalization | $33.6B | FMP | Financial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-02. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
id.business_summary | Business description (FMP excerpt) | The JPMorgan U.S. Equity Fund typically allocates at least 80% of its total investment capital to stocks issued by companies based in the United States. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
px.change_abs | Change on the day, in dollars | +$0.21 | FMP | Financial Modeling Prep (FMP) · quote | |
px.range52 | 52-week range | $24.15–$29.18 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 1.76 | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.01 | FMP | Financial Modeling Prep (FMP) company profile | |
id.sector | Sector / industry (provider taxonomy) | Financial Services / Asset Management | FMP | Financial Modeling Prep (FMP) company profile | |
fin.q_revenue | Revenue, Q1 FY2024 | $40.05B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.q_income | Net income, Q1 FY2024 | $12.94B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2019 through FY2023: FY2019 revenue $110.13B, net result $34.64B; FY2020 revenue $102.47B, net result $27.41B; FY2021 revenue $130.90B, net result $46.50B; FY2022 revenue $122.30B, net result $35.89B; FY2023 revenue $146.01B, net result $47.76B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.gross_margin | Gross margin (trailing twelve months) | 100.0% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2024-03-31.revenue_k | Revenue — period end 2024-03-31 | $40.05B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2024-03-31.sga_k | SG&A — period end 2024-03-31 | $20.46B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2024-03-31.operating_result_k | FMP standardized operating result — period end 2024-03-31 | $17.22B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2023-12-31.revenue_k | Revenue — period end 2023-12-31 | $35.84B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2023-12-31.sga_k | SG&A — period end 2023-12-31 | $19.37B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2023-12-31.operating_result_k | FMP standardized operating result — period end 2023-12-31 | $12.99B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2023-09-30.revenue_k | Revenue — period end 2023-09-30 | $38.39B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2023-09-30.sga_k | SG&A — period end 2023-09-30 | $19.05B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2023-09-30.operating_result_k | FMP standardized operating result — period end 2023-09-30 | $17.30B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2023-06-30.revenue_k | Revenue — period end 2023-06-30 | $35.71B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2023-06-30.sga_k | SG&A — period end 2023-06-30 | $18.24B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2023-06-30.operating_result_k | FMP standardized operating result — period end 2023-06-30 | $15.31B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table | Quarterly income statement | 1 quarters through Q1 FY2024 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $353.31B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $60.23B | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2023-12-31. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.opcf.depth.2023-12-31.operating_cash_flow_m | Operating cash flow — period end 2023-12-31 | $60.23B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2023-09-30.operating_cash_flow_m | Operating cash flow — period end 2023-09-30 | $45.12B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2023-06-30.operating_cash_flow_m | Operating cash flow — period end 2023-06-30 | $18.86B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2023-03-31.operating_cash_flow_m | Operating cash flow — period end 2023-03-31 | −$111.24B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
own.institutions.depth.ownership_pct | Institutional ownership | 0.0% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 0.0% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 2 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 2 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Wealthspire Advisors, LLC — shares in provider snapshot | 13,929 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Oakworth Capital, INC. — shares in provider snapshot | 144 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.scores | Distress and quality screens | Altman Z 0.30 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-05 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 15.4% · ROA 1.2% · current ratio 3.45 · earnings yield 136.8% · free-cash-flow yield 38.7% | UNRECORDED | Stored key metrics — Captured 2026-10-04 |
COMPUTED — 2 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.57 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 5 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 5.50% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. |
Fact-family notes
- Quarterly statement note. Source series as of 2024-03-31. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2024-03-31.revenue_k,fin.q_table.depth.2024-03-31.sga_k,fin.q_table.depth.2024-03-31.operating_result_k,fin.q_table.depth.2023-12-31.revenue_k,fin.q_table.depth.2023-12-31.sga_k,fin.q_table.depth.2023-12-31.operating_result_k,fin.q_table.depth.2023-09-30.revenue_k,fin.q_table.depth.2023-09-30.sga_k,fin.q_table.depth.2023-09-30.operating_result_k,fin.q_table.depth.2023-06-30.revenue_k,fin.q_table.depth.2023-06-30.sga_k,fin.q_table.depth.2023-06-30.operating_result_k. - Cash-flow note. Source series as of 2023-12-31. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2023-12-31.operating_cash_flow_m,fin.opcf.depth.2023-09-30.operating_cash_flow_m,fin.opcf.depth.2023-06-30.operating_cash_flow_m,fin.opcf.depth.2023-03-31.operating_cash_flow_m.
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