J.P. Morgan Asset Management ISIN LU0281484880

J.P. Morgan Asset Management US Select Equity Plus Fund

J.P. Morgan Asset Management US Select Equity Plus Fund is an active equity fund from J.P. Morgan Asset Management, ISIN LU0281484880.

  • Active
  • Equity
  • United States
  • Fund size (GBP) £7.2B

To provide long-term capital growth, through exposure to US companies by direct investment in securities of such companies and through the use of financial derivative instruments.

How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+11.8% Q3
1 year return
+56.1% Q2
3 year return
+75.9% Q1
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
  • 1 month +2.6%
  • 3 months +1.7%
  • Volatility, 3 years 17.1%
  • Ongoing charge (OCF)
  • Fund size (GBP) £7.2B

What the fund holds

Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo, last updated 4 Oct 2026. Swipe or use the arrows for more panels.

By sector

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 4 Oct 2026.
Semi & Hardware28.0%
Media16.6%
Industrial Cyclicals9.2%
See all sectorsA free account shows the full list.

By country

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 4 Oct 2026.
USA100.0%

By asset class

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 4 Oct 2026.
US Equities100.0%

Largest holdings

The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 4 Oct 2026.
  1. 1. NVIDIA CORPORATION9.2%
  2. 2. MICROSOFT CORPORATION6.1%
  3. 3. AMAZON.COM, INC.5.7%
  4. 4. ALPHABET INC.5.6%
  5. 5. APPLE INC.4.8%
See all holdingsA free account shows the full list.

Macro events and this fund

Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.

Performance, risk and facts

Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.

Against its benchmark

How the fund compares with its benchmark over the same period.

Risk

How bumpy the ride has been, plus the regulatory risk rating.
Volatility, 3 years17.1%
Scale 0 to 40%
Sharpe ratio, 3 years (FE)1.07
Scale −1 to 3
Largest fall from a peak (maximum drawdown), 3 years
−26.0%
Alpha, 3 years (FE)
−0.27
Beta, 3 years (FE)
1.15

Volatility and maximum drawdown: calculated by Funds Benchmark, as at 30 Sep 2026.

Sharpe, alpha, beta: FE fundinfo, as at 4 Jul 2026.

Fund facts

Legal and cost facts for a client note. As reported by the manager.
ISIN
LU0281484880
Fund manager
Luddy, Bao, Lee
Management company
JPMorgan Asset Management (Europe) S.à r.l.
Depositary
J.P. Morgan SE - Luxembourg Branch
Benchmark
S&P 500 Index (Total Return Net of 30% withholding tax)
Ongoing charge
Share class launch date
5 Jul 2007
Domicile
LU
Fund type
open-ended fund
SRRI
6 of 7

What a sum would have become

What an amount would have grown to over the period.
n/a

Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Sep 2026. Fund size is shown in GBP.

Managed by J.P. Morgan Asset Management

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Sector: FE GL Equity United States

View the FE GL Equity United States sector overview — top funds, average performance, exposure →

Top country exposure