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Holdings (Monthly) Guide ↗

JPMorgan Investor Growth & Income Fund

· JPMorgan Trust II
Monthly Holdings $5.5B AUM 7 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 7 Added 16 Reduced 1 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 JPMorgan Core Bond Fund 4812C0100 Mar 2026 89,602,823 +8,004,653 $922.0M +9.2% 16.83%
2 JPMorgan Core Plus Bond Fund 4812C0134 Mar 2026 57,679,159 +2,986,354 $417.0M +5.2% 7.61%
3 JPMorgan Large Cap Value Fund 48121L833 Mar 2026 17,629,131 +417,724 $406.5M +12.7% 7.42%
4 JPMorgan Income Fund 46637K216 Mar 2026 26,698,147 +835,667 $226.7M +3.0% 4.14%
5 JPMorgan Global Select Equity ETF 46654Q740 Mar 2026 2,310,123 +85,735 $164.5M +13.3% 3.00%
6 JPMorgan High Yield Fund 4812C0126 Mar 2026 21,873,656 +364,539 $142.8M +2.3% 2.61%
7 JPMorgan Emerging Markets Debt Fund 48121A134 Mar 2026 4,104,205 +74,761 $27.5M +5.3% 0.50%