NASDAQ · Asset Management

JPMorgan Tax Aware Equity Fund (JPDEX) Stock

$41.61 +0.00% NASDAQ: JPDEX Financial Services

The fund primarily allocates its investments to equity securities, committing a minimum of 80% of its assets to stocks. While its main focus is on common stocks issued by large and medium-sized U.S.

Valuation

MetricValue
Price$41.61
Market Cap$798.12M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$41.72
52-Week Low$33.74
Dividend Yield

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Latest News

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Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y24.47%
Return 3Y
Return 5Y

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
CGMRXCGM Realty Fund $22.48 +0.00% $664.59M 0.00%
DRTAXBNY Mellon Municipal Bond Funds, Inc. - BNY Mellon Municipal Bond Fund $10.86 +0.00% $912.01M 0.00%
HFOAXJanus Henderson International Opportunities Fund $19.57 -0.41% $554.54M 0.00%
HFOCXJanus Henderson International Opportunities Fund $17.97 -0.44% $554.54M 0.00%
HFOQXJanus Investment Fund - Janus Henderson International Opportunities Fund $19.52 -0.41% $554.54M 0.00%

About JPMorgan Tax Aware Equity Fund

The fund primarily allocates its investments to equity securities, committing a minimum of 80% of its assets to stocks. While its main focus is on common stocks issued by large and medium-sized U.S. companies, it also has the flexibility to invest up to one-fifth of its portfolio in foreign company common stocks, which can include depositary receipts. The Advisor's strategy involves actively selecting equity securities that are deemed attractively valued, with the ultimate goal of outperforming the fund's benchmark through discerning stock choices.

JPMorgan Tax Aware Equity Fund is headquartered in US.

JPMorgan Tax Aware Equity Fund (JPDEX) stock trades at $41.61 with a market capitalization of $798.12M. Over the past 52 weeks the stock has ranged between $33.74 and $41.72, and currently trades at its 52-week high.

Related Financial Services Stocks

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