JPMorgan U.S. Equity Fund
Shareclass
JPMorgan US Equity R4 (JUEQX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund JPMorgan U.S. Equity Fund
FUND COVERAGE
# of holdings50
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Marriott International Inc Class A0.78%$276.4M
- 2. Mondelez International Inc Class A1.2%$426.1M
- 3. Mastercard Inc Class A2.74%$971.26M
- 4. Wells Fargo & Co2.82%$998.2M
- 5. Northrop Grumman Corp1.74%$617.8M
- 6. Vertex Pharmaceuticals Inc0.67%$237.27M
- 7. Microsoft Corp8.83%$3.13B
- 8. McDonald's Corp2.1%$743.54M
- 9. AbbVie Inc1.57%$554.62M
- 10. Trane Technologies PLC Class A1.31%$463.71M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Blackstone Inc1.62%$572.99M
- 2. NextEra Energy Inc1.54%$546.53M
- 3. Broadcom Inc2.15%$761.3M
- 4. Vulcan Materials Co1.88%$666.48M
- 5. Howmet Aerospace Inc0.87%$309.55M
- 6. United Rentals Inc0.35%$124.99M
- 7. Arthur J. Gallagher & Co1.99%$704.96M
- 8. Ameriprise Financial Inc0.99%$351.14M
- 9. NXP Semiconductors NV2.28%$807.76M
- 10. Medtronic PLC1.38%$487.38M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund JPMorgan U.S. Equity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$7.5B
21%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$6.62B
19%
Borders high risk
1
$617.8M
1.74%
Total
6
$8.11B
23%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$3.13B
8.83%
2.
Amazon.com Inc
:$1.45B
4.09%
3.
Alphabet Inc Class A
:$1.43B
4.03%
4.
Walmart Inc
$747.78M
2.11%
5.
McDonald's Corp
$743.54M
2.1%
6.
Northrop Grumman Corp
:$617.8M
1.74%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
JPMorgan U.S. Equity Fund JUEQX
Environment
Social
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