JCPRX JPMorgan US Large Cap Core Plus R5 Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).

The investment seeks to provide a high total return from a portfolio of selected equity securities. Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the S&P 500 Index.

The average market capitalization across the JPMorgan US Large Cap Core Plus R5 MF is 1.93T. The market cap for tickers in the group ranges from 446.3B to 4.24T. NVDA holds the highest valuation in this group at 4.24T. The lowest valued company is MA at 446.3B.

The average weekly volume growth across all stocks in the JPMorgan US Large Cap Core Plus R5 MF was 98%. For the same stocks of the MF, the average monthly volume growth was 60% and the average quarterly volume growth was -6%