Sensible Investor

Immutable verification record

JPMorgan U.S. Large Cap Core Plus Fund

Run 363649da-fcfb-4007-87ef-de06de7710ca · portfolio period 2026-03-31 · captured 2026-07-29T14:22:09.616Z

This is the permanent record of what our July 29, 2026 data run computed for JPMorgan U.S. Large Cap Core Plus Fund, and the exact SEC documents every number came from — it exists so anyone can check us.

Current interpretation · methodology 1.5

How to read this prior-run record now

55.2% of this portfolio matches the S&P 500, which costs $10 a year per $100,000 to own outright. This fund charges $1,440 a year.

This interpretation is computed under the current methodology and is not inserted into the immutable record below.

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “JPMorgan U.S. Large Cap Core Plus Fund — best-fit active share,” 44.8% versus the S&P 500, fund portfolio as of 2026-03-31; measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-31. https://sensible-investor.com/registry/jcprx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

JCPRX filed expense ratio

Sensible Investor, “JPMorgan U.S. Large Cap Core Plus Fund — filed expense ratio,” 1.44% for JCPRX, as of 2025-06-30. https://sensible-investor.com/registry/jcprx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

JCPRX fee per active unit

Sensible Investor, “JPMorgan U.S. Large Cap Core Plus Fund — fee per unit of active management,” 3.22% using the JCPRX expense ratio as of 2025-06-30 and fund portfolio as of 2026-03-31. https://sensible-investor.com/registry/jcprx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

Active share by comparison index

Holdings difference for every comparison calculated in this run.
IndexActive shareHoldings evidenceIdentifier match
the S&P 50044.8%measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-3196.4%
the Russell 1000 index47.1%measured against the filed holdings of iShares Russell 1000 ETF (IWB), as of 2026-03-3197.5%
the total US market48.6%measured against the filed holdings of Vanguard Total Stock Market ETF (VTI), as of 2026-03-3198.2%
the Russell 1000 Growth index54.9%measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-3163.7%
the Russell 1000 Value index66.5%measured against the filed holdings of iShares Russell 1000 Value ETF (IWD), as of 2026-03-3160.0%
the S&P MidCap 40098.9%measured against the filed holdings of iShares Core S&P Mid-Cap ETF (IJH), as of 2026-03-311.8%
the S&P SmallCap 600100.0%measured against the filed holdings of iShares Core S&P Small-Cap ETF (IJR), as of 2026-03-310.0%
the Russell 2000 index100.0%measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-310.0%

Filed expense ratios by share class

Each fee is tied to its filed SEC source and period.
Share classExpense ratioFiling periodSEC document
JCPRX (JPMorgan U.S. Large Cap Core Plus Fund)1.44%2025-06-30Open SEC expense filing
JLCAX (JPMorgan U.S. Large Cap Core Plus Fund)1.64%2025-06-30Open SEC expense filing
JLPCX (JPMorgan U.S. Large Cap Core Plus Fund)2.14%2025-06-30Open SEC expense filing
JLPSX (JPMorgan U.S. Large Cap Core Plus Fund)1.39%2025-06-30Open SEC expense filing
JLPYX (JPMorgan U.S. Large Cap Core Plus Fund)1.34%2025-06-30Open SEC expense filing
JLPZX (JPMorgan U.S. Large Cap Core Plus Fund)2.09%2025-06-30Open SEC expense filing

Match rates

How much of the fund filing could be matched to comparison holdings. A benchmark proxy is not compared with itself.
Fund identifier match96.4%
the S&P 50096.4%
the Russell 1000 index97.5%
the total US market98.2%
the Russell 1000 Growth index63.7%
the Russell 1000 Value index60.0%
the S&P MidCap 4001.8%
the S&P SmallCap 6000.0%
the Russell 2000 index0.0%

Fee-drag windows

Dollar fee drag from licensed return windows; the lowest-cost control class is omitted rather than compared with itself, and missing history remains explicit.
Share classWindowFee dragWindow dates
JCPRX10 years$47,0752016-07-29 to 2026-07-29
JCPRX20 years$189,9042006-07-31 to 2026-07-29
JCPRX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
JLCAX10 years$53,2452016-07-29 to 2026-07-29
JLCAX20 years$212,9262006-07-31 to 2026-07-29
JLCAX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
JLPCX10 years$68,2472016-07-29 to 2026-07-29
JLPCX20 years$267,1012006-07-31 to 2026-07-29
JLPCX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
JLPSX10 years$45,5172016-07-29 to 2026-07-29
JLPSX20 years$184,0242006-07-31 to 2026-07-29
JLPSX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
JLPYX10 years$43,9532016-07-29 to 2026-07-29
JLPYX20 years$178,0922006-07-31 to 2026-07-29
JLPYX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
JLPZX10 years$66,7742016-07-29 to 2026-07-29
JLPZX20 years$261,8932006-07-31 to 2026-07-29
JLPZX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19

Check it yourself

  1. Open the fund’s linked SEC holdings filing and, for fees, the linked SEC expense filing in the table above.
  2. Find each security identifier and portfolio weight in the holdings filing, and the net annual operating expense for the relevant share class in its expense filing.
  3. Recalculate the comparison using the active-share formula and portfolio rules.
Raw record (JSON)

Download this record as JSON

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