- ISIN
- US4812CA2077
- Issuer
- JPMorgan
- Inception Date
- Sep 12, 2016
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
JLGQX Performance Chart
JPMorgan Large Cap Growth R4 (JLGQX) is up 6.7% since the beginning of the year. JLGQX is currently trading at $87 per share. Investors who bought $1,000 worth of JLGQX shares 5 years ago would now be looking at an investment worth $1,856.
Loading charts...
Returns By Period
JPMorgan Large Cap Growth R4 (JLGQX) has returned 6.68% so far this year and 20.55% over the past 12 months.
JPMorgan Large Cap Growth R4
- 1D
- 1.84%
- 1M
- 1.34%
- YTD
- 6.68%
- 6M
- 5.68%
- 1Y
- 20.55%
- 3Y*
- 21.91%
- 5Y*
- 13.17%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
JLGQX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2017, JLGQX's average daily return is +0.08%, while the average monthly return is +1.70%. At this rate, an investment would double in approximately 3.4 years.
Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +17.9%, while the worst month was Apr 2022 at -10.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, JLGQX closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +10.4%, while the worst single day was Mar 16, 2020 at -12.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.23% | -2.53% | -4.99% | 10.38% | 5.74% | -0.08% | 6.68% | ||||||
| 2025 | 3.22% | -3.34% | -7.57% | 1.34% | 7.21% | 6.28% | 2.60% | 0.51% | 5.91% | 2.50% | -3.06% | -1.27% | 14.08% |
| 2024 | 4.33% | 8.88% | 2.19% | -4.82% | 5.48% | 6.59% | -2.76% | 3.01% | 2.21% | -0.41% | 6.11% | 0.56% | 35.14% |
| 2023 | 6.21% | -2.36% | 5.25% | 0.23% | 5.45% | 6.88% | 3.51% | -1.07% | -5.96% | -2.43% | 11.65% | 4.10% | 34.61% |
| 2022 | -9.84% | -3.48% | 3.11% | -10.82% | -0.75% | -7.84% | 10.35% | -3.47% | -7.56% | 6.11% | 4.30% | -6.46% | -25.39% |
| 2021 | 0.43% | 1.23% | -1.31% | 5.96% | -1.35% | 3.99% | 2.96% | 3.41% | -5.67% | 6.68% | 0.63% | 0.49% | 18.17% |
Benchmark Metrics
JPMorgan Large Cap Growth R4 has an annualized alpha of 5.09%, beta of 1.11, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since January 03, 2017.
- This fund captured 120.39% of S&P 500 Index gains but only 93.84% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 5.09% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.11 and R2 of 0.86, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 5.09%
- Beta
- 1.11
- R²
- 0.86
- Upside Capture
- 120.39%
- Downside Capture
- 93.84%
Expense Ratio
JLGQX has an expense ratio of 0.69%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JLGQX ranks 17 for risk / return — in the bottom 17% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPMorgan Large Cap Growth R4 (JLGQX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JLGQX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.19 | 2.78 | -1.60 |
| Martin ratioReturn relative to average drawdown | 3.36 | 12.44 | -9.08 |
Dividends
Dividend History
JPMorgan Large Cap Growth R4 provided a 10.73% dividend yield over the last twelve months, with an annual payout of $9.34 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.34 | $9.34 | $1.60 | $0.09 | $1.53 | $9.24 | $3.19 | $5.27 | $5.28 | $5.61 |
Dividend yield | 10.73% | 11.45% | 2.01% | 0.15% | 3.44% | 14.95% | 5.31% | 12.99% | 15.98% | 14.79% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Large Cap Growth R4. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.34 | $9.34 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 | $1.60 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.53 | $1.53 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.24 | $9.24 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Large Cap Growth R4. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Large Cap Growth R4 was 31.84%, occurring on Mar 23, 2020. Recovery took 47 trading sessions.
The current JPMorgan Large Cap Growth R4 drawdown is 1.09%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -31.84%Mar 2020 | 1mo 2d | 2mo 7d | 3mo 9dFeb 2020 - May 2020 |
Bear market2022 | -31.23%Jun 2022 | 6mo 26d | 1y 7mo | 2y 1moNov 2021 - Jan 2024 |
Rate-hike selloffLate 2018 | -25.47%Dec 2018 | 2mo 23d | 4mo 2d | 6mo 25dOct 2018 - Apr 2019 |
2025 selloff2025 | -21.51%Apr 2025 | 2mo 14d | 2mo 20d | 5mo 4dJan 2025 - Jun 2025 |
2026 correction2026 | -16.82%Mar 2026 | 5mo 1d | 1mo 15d | 6mo 16dOct 2025 - May 2026 |
Drawdown Indicators
| JLGQX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.84% | -56.78% | +24.94% |
Max Drawdown (1Y)Largest decline over 1 year | -16.82% | -9.10% | -7.72% |
Max Drawdown (3Y)Largest decline over 3 years | -21.51% | -18.90% | -2.61% |
Max Drawdown (5Y)Largest decline over 5 years | -31.23% | -25.43% | -5.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.09% | -1.80% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -6.81% | -10.71% | +3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.94% | 2.03% | +3.91% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with JLGQX
Add JPMorgan Large Cap Growth R4 to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with JLGQX