JUSRX JPMorgan US Equity R5 Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), ABBVIE (NYSE:ABBV), Wells Fargo & Co (NYSE:WFC), NXP Semiconductors NV (NASDAQ:NXPI).

The investment seeks to provide high total return from a portfolio of selected equity securities. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.

The average market capitalization across the JPMorgan US Equity R5 MF is 1.49T. The market cap for tickers in the group ranges from 47.64B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NXPI at 47.64B.

The average weekly volume growth across all stocks in the JPMorgan US Equity R5 MF was -42%. For the same stocks of the MF, the average monthly volume growth was -76% and the average quarterly volume growth was -11%