JSCZX Mutual Fund

JSCZX Mutual Fund

NAV$18.94
See how much of JSCZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Aug 31, 2026

Net Assets
$51M
Expense Ratio
1.48%
Dividend Yield (Current)
-
Holdings
621
Inception Date
Nov 1, 2011
Fund Family
J.P. Morgan Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+12.75%
1 Year+16.58%
3 Year+15.02%
5 Year+7.18%
10 Year+9.48%

Asset Allocation

Stocks: 96.89%
Bonds: 0.03%
Cash: 2.73%
Other: 0.35%
See how much of JSCZX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
JIMXXJpmorgan Prime Money2.72%
MOG.AMoog Inccommon Stock0.98%
NJRNew Jersey Res0.72%
MYRGMyrgroupinc.0.61%
BANCBanc Of California Inc0.59%
Top 10 Concentration: 8.35%Report Date: Aug 31, 2026
Download all 621 holdings for JSCZX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Latest Distribution
$5.32
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

JSCZX Mutual Fund Overview

JSCZX Mutual Fund (JPMorgan US Small Company Fund Class R2) is managed by J.P. Morgan Asset Management with $51.0M in net assets. JSCZX expense ratio is 1.48%, holding 621 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2011-11-01.

JSCZX performance shows a YTD return of 12.75%. The 1-year return is 16.58% and the 5-year return is 7.18%.

JSCZX top holdings include Jpmorgan Prime Money (2.7%), Moog Inccommon Stock (1.0%), New Jersey Res (0.7%), Myrgroupinc. (0.6%), Banc Of California Inc (0.6%). Go to all JSCZX holdings, JSCZX sectors, or JSCZX dividends.

JSCZX can be compared against other funds. Use JSCZX overlap to find shared positions, or JSCZX vs another fund for a side-by-side view. JSCZX alternatives are available via the screener, along with tax-loss harvesting opportunities.