JPMorgan SMID Cap Equity Fund (ODMCX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.06: the stock has moved about 6% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 15, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerJPMorgan SMID Cap Equity Fund (ODMCX) trades at $9.77. JPMorgan SMID Cap Equity Fund (ODMCX) invests primarily in equity securities of small- to mid-cap companies. The fund aims to mirror the investment profile of the Russell 2500® Index. Sector: Financials.
Price as of · Last analyzed: Mar 15, 2026Analyst Coverage for ODMCX: ODMCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
JPMorgan SMID Cap Equity Fund (ODMCX) Financial Services Profile
JPMorgan SMID Cap Equity Fund (ODMCX) focuses on small- to mid-cap equity investments, mirroring the Russell 2500® Index. With a market cap of $0.31B and a beta of 1.06, the fund offers exposure to a diversified portfolio of growth-oriented companies within the financial services sector.
What Is the Investment Thesis for ODMCX?
JPMorgan SMID Cap Equity Fund (ODMCX) presents an opportunity for investors seeking exposure to the small- to mid-cap equity market. With a market capitalization of $0.31 billion, the fund offers a diversified portfolio mirroring the Russell 2500® Index. Key value drivers include the potential for capital appreciation from investments in growth-oriented companies. Upcoming catalysts include potential market rallies and favorable economic conditions that could boost small- to mid-cap stock performance. Potential risks include market volatility and economic downturns that could negatively impact the fund's returns.
Based on FMP financials and quantitative analysis
ODMCX Key Highlights
The fund invests at least 80% of its assets in equity securities of small- to mid-cap companies.
- The fund's investment universe is generally considered to be those companies with market capitalizations similar to those within the universe of the Russell 2500® Index at the time of purchase.
- ODMCX has a market cap of $0.31B, indicating its focus on smaller companies.
- The fund's beta is 1.06, suggesting it is slightly more volatile than the market.
- The fund does not offer a dividend, focusing instead on capital appreciation.
Who Are ODMCX's Competitors?
ODMCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BFOCX Berkshire Focus Fund | $49.42 | +2.28% | $462M | — |
| CDOFX Crawford Small Cap Dividend Fund | $51.44 | +1.22% | $361M | — |
| GSXIX abrdn U.S. Small Cap Equity Fund | $51.20 | +1.33% | $373M | — |
| HAVGX Haverford Quality Growth Stock Fund | $26.47 | +0.30% | $304M | — |
| LBGIX ClearBridge Mid Cap Growth Fund | $45.06 | +1.24% | $291M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ODMCX's Key Strengths?
Strong brand reputation of JPMorgan Chase & Co.
- Experienced investment team.
- Diversified portfolio.
- Clear investment strategy aligned with the Russell 2500® Index.
What Are ODMCX's Weaknesses?
Reliance on the performance of the small- to mid-cap market.
- Potential for higher volatility compared to large-cap equities.
- Management fees can impact overall returns.
- Lack of dividend income may deter some investors.
What Are the Key Risks for ODMCX?
Market volatility and economic downturns that could negatively impact the fund's returns.
- Increased competition from other asset management firms.
- Changes in investor preferences.
- Regulatory changes that could impact the asset management industry.
What Are ODMCX's Competitive Advantages?
- Established brand reputation of JPMorgan Chase & Co.
- Experienced investment team with expertise in small- to mid-cap equities.
- Diversified portfolio that mitigates risk.
- Alignment with the Russell 2500® Index, providing a clear investment strategy.
What Does ODMCX Do?
The JPMorgan SMID Cap Equity Fund (ODMCX) is designed to provide investors with exposure to the small- to mid-cap equity market. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of companies whose market capitalizations align with those included in the Russell 2500® Index at the time of purchase. This benchmark serves as a guide for the fund's investment strategy, ensuring a focus on companies with growth potential within this specific market segment. The fund's investment approach aims to replicate the overall performance characteristics of the Russell 2500® Index, offering investors a diversified portfolio of small- to mid-cap stocks. By investing in a broad range of companies across various sectors, ODMCX seeks to capture the growth opportunities available in the small- to mid-cap market while managing risk through diversification. The fund's investment decisions are guided by JPMorgan's experienced investment team, which conducts thorough research and analysis to identify companies with strong fundamentals and growth prospects. The fund's objective is to provide long-term capital appreciation by investing in a portfolio of carefully selected small- to mid-cap equities.
What Products and Services Does ODMCX Offer?
- Invests in equity securities of small- to mid-cap companies.
- Aims to replicate the investment profile of the Russell 2500® Index.
- Manages a diversified portfolio of small- to mid-cap stocks.
- Conducts research and analysis to identify companies with strong fundamentals.
- Seeks long-term capital appreciation for investors.
- Offers exposure to the growth potential of the small- to mid-cap market.
How Does ODMCX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to outperform its benchmark index (Russell 2500® Index) to attract and retain investors.
- Utilizes a team of investment professionals to make investment decisions.
What Industry Does ODMCX Operate In?
JPMorgan SMID Cap Equity Fund (ODMCX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The fund's focus on small- to mid-cap equities positions it within a specific niche of the market. The competitive landscape includes other asset management firms offering similar investment strategies, such as BFOCX, CDOFX, GSXIX, HAVGX, and LBGIX. Market trends, such as the increasing demand for passive investment strategies and the growing popularity of ESG investing, are shaping the industry. ODMCX's ability to adapt to these trends and differentiate itself from competitors will be crucial for its long-term success.
Who Are ODMCX's Key Customers?
- Individual investors seeking exposure to small- to mid-cap equities.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
ODMCX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand reputation of JPMorgan Chase & Co.
- Experienced investment team.
- Diversified portfolio.
- Clear investment strategy aligned with the Russell 2500® Index.
Bear Case
- Reliance on the performance of the small- to mid-cap market.
- Potential for higher volatility compared to large-cap equities.
- Management fees can impact overall returns.
- Lack of dividend income may deter some investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
ODMCX Latest News
No recent news available for ODMCX.
ODMCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for ODMCX.
Price Targets
Wall Street price target analysis for ODMCX.
ODMCX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for ODMCX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About JPMorgan SMID Cap Equity Fund (ODMCX) — Financials
What do analysts say about ODMCX stock?
However, the fund's focus on small- to mid-cap equities suggests a growth-oriented investment strategy. Key valuation metrics and growth considerations will depend on the fund's specific holdings and market conditions. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Investment decisions should be based on individual risk tolerance and financial goals.