JPMorgan U.S. Large Cap Core Plus Fund (JLPSX)
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 Russell 1000 and the S&P 500 Indices.
Fund Info
US4812A23896
4812A2389
Nov 1, 2005
$1,000,000
Large-Cap
Blend
Expense Ratio
JLPSX has a high expense ratio of 1.45%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) returned -0.66% year-to-date (YTD) and 10.98% over the past 12 months. Over the past 10 years, JLPSX delivered an annualized return of 12.98%, outperforming the S&P 500 benchmark at 10.85%.
JLPSX
-0.66%
6.61%
-4.49%
10.98%
17.36%
17.46%
12.98%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of JLPSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.51% | -1.29% | -6.65% | -1.35% | 6.61% | -0.66% | |||||||
| 2024 | 3.11% | 6.64% | 3.56% | -2.93% | 5.20% | 3.91% | 0.33% | 2.37% | 1.76% | 0.50% | 5.62% | -3.85% | 28.88% |
| 2023 | 5.14% | -1.91% | 4.34% | 2.05% | 1.95% | 5.72% | 2.82% | -0.44% | -4.19% | -1.55% | 9.11% | 4.23% | 29.98% |
| 2022 | -6.26% | -1.90% | 1.58% | -9.10% | -0.98% | -7.84% | 9.85% | -4.00% | -7.92% | 7.00% | 6.49% | -4.75% | -18.34% |
| 2021 | -2.58% | 4.49% | 4.05% | 6.10% | 0.48% | 1.55% | 2.80% | 2.19% | -4.32% | 7.41% | 0.17% | 3.84% | 28.75% |
| 2020 | 1.26% | -7.08% | -12.53% | 13.44% | 5.68% | 2.79% | 6.91% | 7.77% | -3.85% | -2.81% | 10.72% | 4.30% | 26.10% |
| 2019 | 8.08% | 2.34% | 2.17% | 4.54% | -6.66% | 6.64% | 1.43% | -0.65% | 0.13% | 2.46% | 3.50% | 3.55% | 30.30% |
| 2018 | 6.08% | -4.34% | -3.16% | 0.58% | 2.90% | 0.13% | 4.29% | 2.80% | 1.28% | -9.27% | 1.86% | -9.15% | -7.15% |
| 2017 | 2.91% | 3.56% | 0.47% | 0.90% | 0.76% | 0.16% | 2.51% | -0.29% | 2.04% | 2.38% | 2.84% | 1.42% | 21.43% |
| 2016 | -7.38% | -1.61% | 7.37% | 0.50% | 2.84% | -2.91% | 5.20% | 0.90% | 0.14% | -1.00% | 4.91% | 1.28% | 9.78% |
| 2015 | -3.10% | 6.46% | -1.32% | -0.74% | 3.27% | -1.99% | 1.26% | -6.17% | -4.06% | 8.61% | 0.30% | -2.02% | -0.48% |
| 2014 | -3.53% | 4.78% | 0.64% | -0.53% | 3.14% | 2.73% | -1.14% | 3.94% | -1.54% | 2.59% | 2.17% | 0.67% | 14.46% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JLPSX is 39, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
JPMorgan U.S. Large Cap Core Plus Fund provided a 6.53% dividend yield over the last twelve months, with an annual payout of $1.37 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.37 | $1.37 | $2.03 | $4.86 | $6.79 | $6.89 | $5.70 | $4.24 | $4.15 | $1.33 | $2.48 | $2.32 |
Dividend yield | 6.53% | 6.48% | 11.67% | 32.43% | 28.14% | 28.69% | 23.07% | 17.84% | 13.85% | 4.73% | 9.24% | 7.91% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan U.S. Large Cap Core Plus Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.37 | $1.37 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.03 | $2.03 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.86 | $4.86 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.79 | $6.79 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.89 | $6.89 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.14 | $0.00 | $0.00 | $0.00 | $1.56 | $5.70 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.24 | $4.24 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.15 | $4.15 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 | $1.33 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.48 | $2.48 |
| 2014 | $2.32 | $2.32 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan U.S. Large Cap Core Plus Fund. 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 U.S. Large Cap Core Plus Fund was 50.65%, occurring on Mar 9, 2009. Recovery took 462 trading sessions.
The current JPMorgan U.S. Large Cap Core Plus Fund drawdown is 5.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.65% | Nov 1, 2007 | 338 | Mar 9, 2009 | 462 | Jan 5, 2011 | 800 |
| -35.09% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -25.68% | Dec 28, 2021 | 202 | Oct 14, 2022 | 274 | Nov 16, 2023 | 476 |
| -22.86% | Dec 14, 2020 | 1 | Dec 14, 2020 | 224 | Nov 3, 2021 | 225 |
| -21.91% | Oct 4, 2018 | 56 | Dec 24, 2018 | 136 | Jul 11, 2019 | 192 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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