JPMorgan U.S. Equity Fund

Shareclass
JPMorgan US Equity I (JUESX)
Type
Open-end mutual fund
Manager
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$6.39 BILLION
Prison industrial complex
6
flagged holdings
20%
of assets flagged
Data as of 31 Oct 2024
Flagged investments:
$6.39 BILLION, 20% of assets
Higher risk:
$602.7 MILLION, 1.9% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
3
holdings
$4.44B
invested
14%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
5
holdings
$5.93B
invested
19%
of portfolio
All flagged holdings
6 holdings
6 holdings
  • 1.  
    Microsoft Corp
    Prison industryBorder industry
    $2.65B
    8.35%
  • 2.  
    Amazon.com Inc
    Prison industryBorder industry
    $1.34B
    4.23%
  • 3.  
    Alphabet Inc Class A
    Border industry
    $905.74M
    2.85%
  • 4.  
     Northrop Grumman Corp
    Border industry
    $602.7M
    1.9%
  • 5.  
    McDonald's Corp
    Prison industry
    $455.65M
    1.44%
Higher risk
Private prison operator
See all
JPMorgan U.S. Equity Fund $JUESX is 20% ($6.39 BILLION) invested in companies with prison involvement
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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
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.34% less invested
More invested in higher risk companies, border industry 
0.27% more invested
More invested in higher risk companies 
0.27% more invested
Less invested in all screened prison industry companies 
1.02% less invested
More invested in all screened border industry companies 
0.88% more invested
Less invested in all screened companies 
2.21% less 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
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.34% less invested
More invested in higher risk companies, border industry 
0.27% more invested
More invested in higher risk companies 
0.27% more invested
Less invested in all screened prison industry companies 
1.02% less invested
More invested in all screened border industry companies 
0.88% more invested
Less invested in all screened companies 
2.21% less 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
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.34% less invested
More invested in higher risk companies, border industry 
0.27% more invested
More invested in higher risk companies 
0.27% more invested
Less invested in all screened prison industry companies 
1.02% less invested
More invested in all screened border industry companies 
0.88% more invested
Less invested in all screened companies 
2.21% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
JUESX - JPMorgan U.S. Equity Fund
35%
11%
17%
14%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
0% 
Fund compared to benchmark
 
1.36%
0.02%
1.62%
0.43%
Same
Find more financial data on JUESX at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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