NYSE · US Equities - Factor & Thematic · USA
The companies inside JPME trade 11% below what we estimate they are worth. We could give a verdict on 96% of the fund's weight: 352 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 29% in companies in the buy zone, 15% about fairly valued, 51% overvalued, 4% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.24% a year: on $10,000 held flat that is $240 over 10 years and $480 over 20.