Frequently Asked Questions About JUSRX

What are the top holdings of JUSRX?

A machine-readable holdings disclosure for JPMorgan U.S. Equity Fund (JUSRX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does JUSRX invest in?

JPMorgan U.S. Equity Fund (JUSRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is JUSRX most exposed to?

JUSRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is JUSRX a US-only fund?

The country allocation card on this page shows JUSRX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does JUSRX invest in?

Under typical market conditions, this fund is mandated to invest at least 80% of its portfolio in the stock offerings of U.S.-based enterprises. The term 'assets,' in this context, refers to the fund's net capital combined with any borrowed amounts employed for investment purposes. While its investment approach primarily targets common shares of large and mid-sized American corporations, the fund maintains the option to allocate up to a fifth (20%) of its holdings to common equities of foreign firms, encompassing instruments like depositary receipts.

JUSRX

JPMorgan U.S. Equity Fund

NASDAQ·Asset Management · Financial Services

$28.32$0.38−1.32%

Market closed·Oct 22 4:00 PM EDT

Portfolio as of March 31, 2026, from the fund's SEC Form N-PORT filing. Funds disclose holdings quarterly, with a ~60-day publication delay. Sector breakdowns aren't part of this filing, so none is shown.

Top Holdings

holdings

67066G104
NVIDIA Corp.
8.88%
037833100
Apple, Inc.
7.02%
023135106
Amazon.com, Inc.
5.30%
02079K305
Alphabet, Inc.
4.84%
594918104
Microsoft Corp.
3.87%
11135F101
Broadcom, Inc.
3.40%
30303M102
Meta Platforms, Inc.
3.38%
949746101
Wells Fargo & Co.
3.16%
57636Q104
Mastercard, Inc.
2.96%
548661107
Lowe's Cos., Inc.
2.49%
Other
46 more holdings
54.70%

Top 10 holdings

45.31%

Top 25 holdings

73.49%

Concentration index

0.0323

Effective holdings

Chart tools

Open Top Holdings in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

All Holdings (56)

#	TickerHolding	Name	Weight	Shares	Market Value
1	67066G10467066G104NVIDIA Corp.	NVIDIA Corp.	8.88%	16.08M	$2.80B
2	037833100037833100Apple, Inc.	Apple, Inc.	7.02%	8.74M	$2.22B
3	023135106023135106Amazon.com, Inc.	Amazon.com, Inc.	5.30%	8.04M	$1.67B
4	02079K30502079K305Alphabet, Inc.	Alphabet, Inc.	4.84%	5.32M	$1.53B
5	594918104594918104Microsoft Corp.	Microsoft Corp.	3.87%	3.30M	$1.22B
6	11135F10111135F101Broadcom, Inc.	Broadcom, Inc.	3.40%	3.46M	$1.07B
7	30303M10230303M102Meta Platforms, Inc.	Meta Platforms, Inc.	3.38%	1.87M	$1.07B
8	949746101949746101Wells Fargo & Co.	Wells Fargo & Co.	3.16%	12.51M	$996.11M
9	57636Q10457636Q104Mastercard, Inc.	Mastercard, Inc.	2.96%	1.87M	$933.56M
10	548661107548661107Lowe's Cos., Inc.	Lowe's Cos., Inc.	2.49%	3.33M	$786.19M
11	65339F10165339F101NextEra Energy, Inc.	NextEra Energy, Inc.	2.47%	8.40M	$779.87M
12	025816109025816109American Express Co.	American Express Co.	2.40%	2.51M	$758.43M
13	580135101580135101McDonald's Corp.	McDonald's Corp.	2.35%	2.39M	$742.06M
14	931142103931142103Walmart, Inc.	Walmart, Inc.	2.05%	5.20M	$646.42M
15	254687106254687106Walt Disney Co. (The)	Walt Disney Co. (The)	1.92%	6.29M	$606.13M
16	05722G10005722G100Baker Hughes Co.	Baker Hughes Co.	1.80%	9.31M	$568.49M
17	532457108532457108Eli Lilly & Co.	Eli Lilly & Co.	1.79%	614.08K	$564.81M
18	666807102666807102Northrop Grumman Corp.	Northrop Grumman Corp.	1.77%	818.09K	$558.14M
19	IE00B8KQN827IE00B8KQN827Eaton Corp. plc	Eaton Corp. plc	1.72%	1.52M	$543.71M
20	617446448617446448Morgan Stanley	Morgan Stanley	1.69%	3.24M	$533.99M

Showing 20 of 56

Sectors

The fund issuer's factsheet may carry this breakdown directly.

Countries

countries

United States
92.95%
Ireland
4.48%
Netherlands
2.58%

Top 3 countries

100.01%

Top 5 countries

100.01%

Concentration index

0.8665

Effective countries

Chart tools

Open Country Allocation in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

Asset Classes

Primary asset class

Equity

Strategy

Thematic

Income strategy

No income focus

Frequently Asked Questions About JUSRX

What are the top holdings of JUSRX?: A machine-readable holdings disclosure for JPMorgan U.S. Equity Fund (JUSRX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
What sectors does JUSRX invest in?: JPMorgan U.S. Equity Fund (JUSRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
What sector is JUSRX most exposed to?: JUSRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
Is JUSRX a US-only fund?: The country allocation card on this page shows JUSRX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
What does JUSRX invest in?: Under typical market conditions, this fund is mandated to invest at least 80% of its portfolio in the stock offerings of U.S.-based enterprises. The term 'assets,' in this context, refers to the fund's net capital combined with any borrowed amounts employed for investment purposes. While its investment approach primarily targets common shares of large and mid-sized American corporations, the fund maintains the option to allocate up to a fifth (20%) of its holdings to common equities of foreign firms, encompassing instruments like depositary receipts.

TickerHolding

Name

Weight

Market Value

67066G10467066G104NVIDIA Corp.

NVIDIA Corp.

8.88%

16.08M

$2.80B

037833100037833100Apple, Inc.

Apple, Inc.

7.02%

8.74M

$2.22B

023135106023135106Amazon.com, Inc.

Amazon.com, Inc.

5.30%

8.04M

$1.67B

02079K30502079K305Alphabet, Inc.

Alphabet, Inc.

4.84%

5.32M

$1.53B

594918104594918104Microsoft Corp.

Microsoft Corp.

3.87%

3.30M

$1.22B

11135F10111135F101Broadcom, Inc.

Broadcom, Inc.

3.40%

3.46M

$1.07B

30303M10230303M102Meta Platforms, Inc.

Meta Platforms, Inc.

3.38%

1.87M

$1.07B

949746101949746101Wells Fargo & Co.

Wells Fargo & Co.

3.16%

12.51M

$996.11M

57636Q10457636Q104Mastercard, Inc.

Mastercard, Inc.

2.96%

1.87M

$933.56M

548661107548661107Lowe's Cos., Inc.

Lowe's Cos., Inc.

2.49%

3.33M

$786.19M

65339F10165339F101NextEra Energy, Inc.

NextEra Energy, Inc.

2.47%

8.40M

$779.87M

025816109025816109American Express Co.

American Express Co.

2.40%

2.51M

$758.43M

580135101580135101McDonald's Corp.

McDonald's Corp.

2.35%

2.39M

$742.06M

931142103931142103Walmart, Inc.

Walmart, Inc.

2.05%

5.20M

$646.42M

254687106254687106Walt Disney Co. (The)

Walt Disney Co. (The)

1.92%

6.29M

$606.13M

05722G10005722G100Baker Hughes Co.

Baker Hughes Co.

1.80%

9.31M

$568.49M

532457108532457108Eli Lilly & Co.

Eli Lilly & Co.

1.79%

614.08K

$564.81M

666807102666807102Northrop Grumman Corp.

Northrop Grumman Corp.

1.77%

818.09K

$558.14M

IE00B8KQN827IE00B8KQN827Eaton Corp. plc

Eaton Corp. plc

1.72%

1.52M

$543.71M

617446448617446448Morgan Stanley

Morgan Stanley

1.69%

3.24M

$533.99M