JPMorgan Large Cap Growth Fund
Actively managed U.S. stock fund
The Fund seeks long-term capital appreciation.
The fund invests in common stocks of large, well-established companies within the Russell 1000 Growth Index universe, selected through a bottom-up process that identifies companies with positive price momentum and attractive fundamentals, often those positioned to benefit from demographic, technological, or regulatory shifts. The adviser also assesses environmental, social and governance factors as part of its analysis, though this does not preclude investment in or divestment from issuers based on ESG considerations alone. Because the fund is non-diversified, it may invest a greater percentage of its assets in a particular issuer or group of issues than a diversified fund would. The fund may use futures contracts to gain targeted equity exposure from cash positions.
What you own
| Company | Weight | Value | Shares | Reported price |
|---|---|---|---|---|
NVDANVIDIA Corp. | 10.34% | $12.59B | 62.9M | $200.09 |
GOOGAlphabet, Inc. | 9.79% | $11.93B | 33.8M | $353.33 |
AAPLApple, Inc. | 5.47% | $6.67B | 23.0M | $289.36 |
4.13% | $5.03B | 4.4M | $1,154.29 | |
AVGOBroadcom, Inc. | 3.72% | $4.53B | 12.0M | $377.75 |
3.66% | $4.46B | 7.7M | $580.91 | |
TSLATesla, Inc. | 2.87% | $3.50B | 8.3M | $420.60 |
2.61% | $3.18B | 7.3M | $433.33 | |
2.60% | $3.17B | 4.4M | $723.00 | |
2.51% | $3.05B | 2.6M | $1,174.86 |
Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.
All 82 holdings, with the share counts as filed, open with a free account.
What the fund is made of
Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.
| Stocks | 98.97% |
| Cash & short-term | 1.22% |
By sector
- Information Technology
- 52.4%
- Industrials
- 11.6%
- Communication Services
- 11.5%
- Health Care
- 6.8%
- 7 other sectors
- 17.7%
- Information Technology
- 52.4%
- Industrials
- 11.6%
- Communication Services
- 11.5%
- Health Care
- 6.8%
- Consumer Discretionary
- 4.7%
- Consumer Staples
- 4.4%
- Financials
- 4.1%
- International
- 1.7%
- Cash
- 1.2%
- Energy
- 1.1%
- Materials
- 0.6%
How it has done
SEEGX share class · total returns with dividends reinvested
Volatility over the last 12 months: 16.51%. Past returns are a record, not a forecast.
May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
The 8 share classes hold the same portfolio
| Share class | Expense ratio | 1 year | 3 years | 5 years | Worst fall |
|---|---|---|---|---|---|
| 0.69% | +23.31% | +89.78% | +72.59% | -12.44% | |
| 0.94% | +23.00% | +88.39% | +70.44% | -12.52% | |
| 1.44% | +22.39% | +85.55% | +66.26% | -12.69% | |
| 1.19% | +22.69% | +86.98% | +68.32% | -12.61% | |
| 0.54% | +23.48% | +90.62% | +73.88% | -12.38% | |
| 0.44% | +23.62% | +91.22% | +74.76% | -12.34% | |
| 0.94% | +22.99% | +88.38% | +70.45% | -12.52% | |
| 0.69% | +23.30% | +89.78% | +72.59% | -12.43% |
These classes hold the same portfolio, so the 8.50pp spread over 5 years is the cost difference between them — roughly 1.70pp a year — not a difference in what they own.
Fees & fund details
JPMorgan Large Cap Growth Fund is an actively managed U.S. equity fund. 31% of SEEGX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 98% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
- Features
- Non-diversified
- Expense ratio, by class
- 0.44% – 1.44%· SEEGX 0.69%
- Portfolio turnover
- 52.00% a year · as of 2025 Q4
Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.
Turnover is how much of the portfolio was replaced in a year.
Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.
What changed this quarter
Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.
17 new· the largest 8
20 exited· the largest 8
Understand how this fund fits with the rest.
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