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Holdings (Monthly) Guide ↗

JPMorgan Hedged Equity 2 Fund

· JPMorgan Trust IV
Monthly Holdings $5.7B AUM 177 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 28 New 35 Added 93 Reduced 21 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA Corp. 67066G104 Mar 2026 2,297,000 -113,863 $459.6M +9.3% 8.24% EC
2 Apple, Inc. 037833100 Mar 2026 1,279,827 -54,938 $370.3M +9.3% 6.64% EC
3 Microsoft Corp. 594918104 Mar 2026 733,794 -23,578 $273.7M -2.4% 4.91% EC
4 Amazon.com, Inc. 023135106 Mar 2026 1,002,346 -36,441 $238.9M +10.4% 4.28% EC
5 Alphabet, Inc. 02079K305 Mar 2026 533,819 -17,152 $190.8M +20.4% 3.42% EC
6 Broadcom, Inc. 11135F101 Mar 2026 452,502 -17,890 $170.9M +17.4% 3.06% EC
7 Alphabet, Inc. 02079K107 Mar 2026 387,769 +36,378 $137.0M +35.9% 2.46% EC
8 Micron Technology, Inc. 595112103 Mar 2026 113,925 -2,063 $131.5M +235.6% 2.36% EC
9 Meta Platforms, Inc. 30303M102 Mar 2026 208,126 -14,844 $117.2M -8.1% 2.10% EC
10 Lam Research Corp. 512807306 Mar 2026 232,481 +25,046 $100.7M +127.3% 1.81% EC
11 Tesla, Inc. 88160R101 Mar 2026 211,193 -38,184 $88.8M -4.2% 1.59% EC
12 Advanced Micro Devices, Inc. 007903107 Mar 2026 150,622 +9,472 $87.5M +204.7% 1.57% EC
13 Berkshire Hathaway, Inc. 084670702 Mar 2026 144,434 -7,044 $72.3M -0.4% 1.30% EC
14 Eli Lilly & Co. 532457108 Mar 2026 59,407 -1,909 $71.3M +26.3% 1.28% EC
15 Johnson & Johnson 478160104 Mar 2026 273,678 -20,309 $69.5M -3.3% 1.25% EC
16 Exxon Mobil Corp. 30231G102 Mar 2026 499,749 -172,287 $68.3M -40.1% 1.22% EC
17 AbbVie, Inc. 00287Y109 Mar 2026 271,319 -3,283 $68.3M +14.3% 1.22% EC
18 Mastercard, Inc. 57636Q104 Mar 2026 130,161 -11,156 $66.9M -5.3% 1.20% EC
19 Bank of America Corp. 060505104 Mar 2026 1,033,500 +22,053 $58.9M +19.4% 1.06% EC
20 Trane Technologies plc N/A Mar 2026 115,279 +63,959 $56.6M +122.5% 1.01% EC
21 Visa, Inc. 92826C839 Mar 2026 157,183 -21,063 $53.9M +0.1% 0.97% EC
22 RTX Corp. 75513E101 Mar 2026 279,376 +7,364 $53.0M +1.0% 0.95% EC
23 Howmet Aerospace, Inc. 443201108 Mar 2026 179,614 -12,843 $48.3M +8.9% 0.87% EC
24 NextEra Energy, Inc. 65339F101 Mar 2026 547,110 -22,204 $48.0M -9.2% 0.86% EC
25 PepsiCo, Inc. 713448108 Mar 2026 347,580 -11,168 $47.1M -15.5% 0.84% EC
26 3M Co. 88579Y101 Mar 2026 284,841 -1,413 $46.1M +10.9% 0.83% EC
27 Wells Fargo & Co. 949746101 Mar 2026 552,233 -102,217 $45.6M -12.4% 0.82% EC
28 Seagate Technology Holdings plc N/A Mar 2026 46,729 NEW $45.1M — 0.81% EC
29 Lowe's Cos., Inc. 548661107 Mar 2026 195,330 -1,044 $43.1M -7.2% 0.77% EC
30 UnitedHealth Group, Inc. 91324P102 Mar 2026 102,029 -3,278 $42.4M +48.8% 0.76% EC
31 Intel Corp. 458140100 Jun 2026 295,601 NEW $41.3M — 0.74% EC
32 AT&T, Inc. 00206R102 Mar 2026 1,968,742 +356,039 $40.8M -12.8% 0.73% EC
33 Amphenol Corp. 032095101 Mar 2026 229,546 -51,457 $40.5M +14.0% 0.73% EC
34 Philip Morris International, Inc. 718172109 Mar 2026 221,872 -7,129 $40.1M +6.0% 0.72% EC
35 McDonald's Corp. 580135101 Mar 2026 145,916 +17,774 $39.4M -1.0% 0.71% EC
36 Aon plc N/A Mar 2026 117,739 NEW $39.1M — 0.70% EC
37 Charles Schwab Corp. (The) 808513105 Mar 2026 423,113 -13,595 $39.0M -4.9% 0.70% EC
38 EOG Resources, Inc. 26875P101 Mar 2026 295,347 -9,490 $38.3M -13.1% 0.69% EC
39 Texas Instruments, Inc. 882508104 Mar 2026 127,884 -32,526 $38.1M +22.4% 0.68% EC
40 Ecolab, Inc. 278865100 Mar 2026 133,930 -12,847 $37.3M -4.4% 0.67% EC
41 Oracle Corp. 68389X105 Mar 2026 253,301 -8,139 $37.1M -3.5% 0.67% EC
42 Walmart, Inc. 931142103 Mar 2026 325,370 -10,454 $36.9M -11.7% 0.66% EC
43 Citigroup, Inc. 172967424 Mar 2026 259,814 +51,084 $36.4M +53.6% 0.65% EC
44 Western Digital Corp. 958102105 Mar 2026 55,440 -123 $35.4M +135.6% 0.63% EC
45 Deere & Co. 244199105 Mar 2026 55,804 -1,793 $35.4M +9.1% 0.63% EC
46 Stryker Corp. 863667101 Mar 2026 108,920 -3,500 $34.3M -7.2% 0.61% EC
47 Analog Devices, Inc. 032654105 Mar 2026 86,330 -27,578 $34.3M -5.4% 0.61% EC
48 Morgan Stanley 617446448 Mar 2026 154,662 +22,329 $32.3M +48.5% 0.58% EC
49 Corning, Inc. 219350105 Mar 2026 125,994 +86,143 $32.2M +493.9% 0.58% EC
50 NXP Semiconductors NV N/A Mar 2026 113,041 NEW $31.8M — 0.57% EC
51 ServiceNow, Inc. 81762P102 Mar 2026 311,484 -10,008 $30.9M -8.0% 0.55% EC
52 Walt Disney Co. (The) 254687106 Mar 2026 320,455 -26,882 $30.8M -7.9% 0.55% EC
53 Bristol-Myers Squibb Co. 110122108 Mar 2026 527,959 +4,274 $30.4M -4.2% 0.55% EC
54 Ventas, Inc. 92276F100 Mar 2026 330,963 -10,634 $29.4M +5.2% 0.53% EC
55 Arthur J Gallagher & Co. 363576109 Mar 2026 127,488 -4,096 $29.3M +2.7% 0.52% EC
56 Mondelez International, Inc. 609207105 Mar 2026 504,259 -54,474 $29.2M -9.4% 0.52% EC
57 Eaton Corp. plc N/A Mar 2026 63,484 NEW $27.1M — 0.48% EC
58 Ross Stores, Inc. 778296103 Mar 2026 126,014 +956 $26.8M -1.0% 0.48% EC
59 US Bancorp 902973304 Mar 2026 440,828 -71,650 $26.6M -0.1% 0.48% EC
60 Sempra 816851109 Mar 2026 280,771 -31 $26.0M -4.6% 0.47% EC
61 Arista Networks, Inc. 040413205 Mar 2026 153,042 -4,917 $26.0M +34.1% 0.47% EC
62 Equinix, Inc. 29444U700 Mar 2026 24,397 -784 $25.4M +3.0% 0.46% EC
63 Hilton Worldwide Holdings, Inc. 43300A203 Mar 2026 76,590 -36,007 $25.3M -26.1% 0.45% EC
64 Chipotle Mexican Grill, Inc. 169656105 Mar 2026 736,313 +120,600 $25.0M +27.0% 0.45% EC
65 Entergy Corp. 29364G103 Mar 2026 214,520 -15,897 $24.6M -4.8% 0.44% EC
66 GE Vernova, Inc. 36828A101 Mar 2026 20,836 -3,684 $24.5M +14.4% 0.44% EC
67 Capital One Financial Corp. 14040H105 Mar 2026 121,166 -3,894 $24.3M +6.5% 0.44% EC
68 Yum! Brands, Inc. 988498101 Mar 2026 150,370 -17,552 $24.0M -7.9% 0.43% EC
69 Fifth Third Bancorp 316773100 Mar 2026 421,301 -13,537 $23.7M +17.6% 0.43% EC
70 Vertiv Holdings Co. 92537N108 Mar 2026 70,564 +53,200 $23.6M +443.0% 0.42% EC
71 Edwards Lifesciences Corp. 28176E108 Mar 2026 258,689 -8,312 $23.4M +9.4% 0.42% EC
72 Regeneron Pharmaceuticals, Inc. 75886F107 Mar 2026 37,186 +3,528 $23.2M -10.8% 0.42% EC
73 Linde plc N/A Mar 2026 44,445 NEW $23.1M — 0.41% EC
74 American Express Co. 025816109 Mar 2026 67,996 +2,897 $23.0M +16.8% 0.41% EC
75 Southern Co. (The) 842587107 Mar 2026 236,169 -12,897 $22.6M -6.0% 0.41% EC
76 Baker Hughes Co. 05722G100 Mar 2026 394,240 -12,667 $21.9M -11.9% 0.39% EC
77 Vertex Pharmaceuticals, Inc. 92532F100 Mar 2026 43,181 +1,903 $21.4M +16.4% 0.38% EC
78 Corpay, Inc. 219948106 Mar 2026 64,260 -2,065 $21.4M +11.0% 0.38% EC
79 Welltower, Inc. 95040Q104 Mar 2026 93,784 -3,013 $21.3M +11.2% 0.38% EC
80 Palantir Technologies, Inc. 69608A108 Mar 2026 178,697 +21,007 $20.8M -9.6% 0.37% EC
81 ConocoPhillips 20825C104 Jun 2026 198,190 NEW $20.6M — 0.37% EC
82 Dover Corp. 260003108 Mar 2026 90,956 +7,687 $20.4M +17.5% 0.37% EC
83 AutoZone, Inc. 053332102 Mar 2026 6,262 +870 $20.0M +9.9% 0.36% EC
84 TransDigm Group, Inc. 893641100 Mar 2026 14,762 -1,523 $19.7M +4.2% 0.35% EC
85 Cigna Group (The) 125523100 Mar 2026 66,710 -2,144 $18.4M +0.1% 0.33% EC
86 Accenture plc N/A Mar 2026 146,970 NEW $18.3M — 0.33% EC
87 Sandisk Corp. 80004C200 Jun 2026 7,714 NEW $17.5M — 0.31% EC
88 Keurig Dr Pepper, Inc. 49271V100 Mar 2026 528,209 -16,971 $17.3M +20.4% 0.31% EC
89 Burlington Stores, Inc. 122017106 Mar 2026 53,772 -1,728 $17.0M -5.7% 0.31% EC
90 Booking Holdings, Inc. 09857L108 Mar 2026 94,974 +92,611 $16.9M +70.1% 0.30% EC
91 Medtronic plc N/A Mar 2026 215,820 NEW $16.9M — 0.30% EC
92 Union Pacific Corp. 907818108 Mar 2026 61,391 -12,682 $16.7M -7.1% 0.30% EC
93 FedEx Corp. 31428X106 Mar 2026 52,616 -1,691 $16.5M -14.8% 0.30% EC
94 Cadence Design Systems, Inc. 127387108 Mar 2026 43,480 -2,290 $16.3M +28.3% 0.29% EC
95 Affirm Holdings, Inc. 00827B106 Mar 2026 197,395 +136,310 $16.1M +475.1% 0.29% EC
96 Waters Corp. 941848103 Mar 2026 40,449 +6,811 $15.2M +51.4% 0.27% EC
97 United Rentals, Inc. 911363109 Mar 2026 13,046 +2,598 $14.8M +94.2% 0.26% EC
98 Netflix, Inc. 64110L106 Mar 2026 206,524 -145,760 $14.7M -56.5% 0.26% EC
99 Carnival Corp. Ltd. N/A Mar 2026 510,728 NEW $14.6M — 0.26% EC
100 PPG Industries, Inc. 693506107 Mar 2026 120,262 -18,405 $14.6M -1.6% 0.26% EC
101 Boston Scientific Corp. 101137107 Mar 2026 335,176 -10,769 $14.3M -34.1% 0.26% EC
102 Thermo Fisher Scientific, Inc. 883556102 Jun 2026 28,008 NEW $14.0M — 0.25% EC
103 Emerson Electric Co. 291011104 Mar 2026 96,820 -3,110 $13.9M +5.9% 0.25% EC
104 Humana, Inc. 444859102 Mar 2026 33,262 -24,767 $13.2M +31.3% 0.24% EC
105 Autodesk, Inc. 052769106 Mar 2026 67,069 +11,556 $13.0M -1.9% 0.23% EC
106 JPMorgan U.S. Government Money Market Fund 4812C2270 Mar 2026 12,896,751 -7,875,532 $12.9M -37.9% 0.23% STIV
107 Masco Corp. 574599106 Mar 2026 155,728 -31,981 $12.7M +11.8% 0.23% EC
108 Progressive Corp. (The) 743315103 Mar 2026 57,960 +2,428 $12.7M +15.0% 0.23% EC
109 DoorDash, Inc. 25809K105 Mar 2026 67,119 +35,059 $12.4M +157.3% 0.22% EC
110 American Tower Corp. 03027X100 Mar 2026 74,711 +43,665 $12.2M +128.1% 0.22% EC
111 Leidos Holdings, Inc. 525327102 Mar 2026 115,616 -3,715 $11.9M -35.9% 0.21% EC
112 Fidelity National Information Services, Inc. 31620M106 Mar 2026 306,125 +12,994 $11.9M -13.4% 0.21% EC
113 McKesson Corp. 58155Q103 Mar 2026 15,712 +3,315 $11.9M +10.7% 0.21% EC
114 Expedia Group, Inc. 30212P303 Mar 2026 45,488 -8,431 $11.6M -6.5% 0.21% EC
115 Vulcan Materials Co. 929160109 Mar 2026 37,795 -1,215 $11.1M +5.0% 0.20% EC
116 Crowdstrike Holdings, Inc. 22788C105 Jun 2026 14,511 NEW $11.1M — 0.20% EC
117 JPMorgan Prime Money Market Fund 46637K844 Mar 2026 10,908,394 -160,847,982 $10.9M -93.6% 0.20% STIV
118 Apollo Global Management, Inc. 03769M106 Mar 2026 90,295 -12,964 $10.7M -7.1% 0.19% EC
119 Altria Group, Inc. 02209S103 Mar 2026 145,593 -12,761 $10.5M +0.2% 0.19% EC
120 Blackstone, Inc. 09260D107 Mar 2026 88,485 -2,843 $10.4M -0.9% 0.19% EC
121 Equity LifeStyle Properties, Inc. 29472R108 Mar 2026 159,207 -5,116 $10.3M +0.0% 0.18% EC
122 N/A N/A Mar 2026 7,542 NEW $10.2M — 0.18% DE
123 AppLovin Corp. 03831W108 Mar 2026 19,502 +6,952 $10.0M +101.2% 0.18% EC
124 Cencora, Inc. 03073E105 Jun 2026 33,790 NEW $9.6M — 0.17% EC
125 Textron, Inc. 883203101 Mar 2026 102,607 -3,296 $9.4M +1.5% 0.17% EC
126 Diamondback Energy, Inc. 25278X109 Mar 2026 52,938 -24,335 $9.3M -39.1% 0.17% EC
127 Martin Marietta Materials, Inc. 573284106 Mar 2026 15,799 -508 $9.1M -5.1% 0.16% EC
128 Fortinet, Inc. 34959E109 Mar 2026 58,204 -1,870 $8.9M +82.1% 0.16% EC
129 Newmont Corp. 651639106 Jun 2026 95,064 NEW $8.9M — 0.16% EC
130 Intuit, Inc. 461202103 Mar 2026 33,259 -16,518 $8.7M -59.7% 0.16% EC
131 EQT Corp. 26884L109 Mar 2026 158,150 -5,082 $8.4M -19.1% 0.15% EC
132 Delta Air Lines, Inc. 247361702 Mar 2026 88,849 -26,588 $8.3M +8.4% 0.15% EC
133 Ingersoll Rand, Inc. 45687V106 Mar 2026 100,344 -3,224 $8.2M -0.9% 0.15% EC
134 Church & Dwight Co., Inc. 171340102 Mar 2026 82,596 -27,380 $8.0M -22.0% 0.14% EC
135 Toast, Inc. 888787108 Mar 2026 270,915 +78,055 $7.5M +47.4% 0.14% EC
136 Arch Capital Group Ltd. N/A Mar 2026 74,563 NEW $7.2M — 0.13% EC
137 Cognizant Technology Solutions Corp. 192446102 Mar 2026 186,404 -181,176 $7.2M -68.0% 0.13% EC
138 EMCOR Group, Inc. 29084Q100 Jun 2026 8,536 NEW $7.1M — 0.13% EC
139 Intercontinental Exchange, Inc. 45866F104 Jun 2026 51,562 NEW $6.3M — 0.11% EC
140 Ciena Corp. 171779309 Jun 2026 12,488 NEW $6.1M — 0.11% EC
141 Space Exploration Technologies Corp. 84615Q103 Jun 2026 33,998 NEW $5.8M — 0.10% EC
142 United Airlines Holdings, Inc. 910047109 Mar 2026 41,764 -1,342 $5.7M +43.1% 0.10% EC
143 Omnicom Group, Inc. 681919106 Mar 2026 76,513 -2,459 $5.6M -6.3% 0.10% EC
144 Neurocrine Biosciences, Inc. 64125C109 Mar 2026 30,055 +1,144 $5.1M +33.0% 0.09% EC
145 Chubb Ltd. N/A Mar 2026 12,235 NEW $4.2M — 0.07% EC
146 Lennar Corp. 526057104 Mar 2026 45,069 -1,448 $4.1M +1.0% 0.07% EC
147 Fedex Freight Holding Co., Inc. 314352105 Jun 2026 26,308 NEW $4.0M — 0.07% EC
148 Warner Music Group Corp. 934550203 Mar 2026 140,693 -4,520 $3.8M +2.7% 0.07% EC
149 Aptiv plc N/A Mar 2026 44,943 NEW $2.8M — 0.05% EC
150 American Water Works Co., Inc. 030420103 Jun 2026 13,408 NEW $1.8M — 0.03% EC
151 WEX, Inc. 96208T104 Mar 2026 12,471 -401 $1.8M -10.7% 0.03% EC
152 Ball Corp. 058498106 Mar 2026 23,398 -11,249 $1.5M -28.7% 0.03% EC
153 JPMorgan Securities Lending Money Market Fund 46645V642 Mar 2026 439,477 +229,668 $439K +109.5% 0.01% STIV
154 N/A N/A Mar 2026 37 NEW $89K — 0.00% DE
155 N/A N/A Mar 2026 -7,542 NEW $-1885500 — -0.03% DE
156 N/A N/A Mar 2026 -7,542 NEW $-73157400 — -1.31% DE
✕ Danaher Corp. 235851102 — 94,586 SOLD $17.9M — — —
✕ CME Group, Inc. 12572Q105 — 57,118 SOLD $16.9M — — —
✕ Carnival Corp. 143658300 — 565,434 SOLD $14.6M — — —
✕ NIKE, Inc. 654106103 — 238,277 SOLD $12.6M — — —
✕ Comcast Corp. 20030N101 — 341,461 SOLD $9.8M — — —
✕ SBA Communications Corp. 78410G104 — 50,331 SOLD $8.7M — — —
✕ Otis Worldwide Corp. 68902V107 — 109,772 SOLD $8.5M — — —
✕ Carrier Global Corp. 14448C104 — 138,073 SOLD $7.8M — — —
✕ State Street Corp. 857477103 — 60,616 SOLD $7.7M — — —
✕ HCA Healthcare, Inc. 40412C101 — 15,241 SOLD $7.2M — — —
✕ Motorola Solutions, Inc. 620076307 — 15,419 SOLD $6.7M — — —
✕ Ameriprise Financial, Inc. 03076C106 — 11,124 SOLD $4.9M — — —
✕ Merck & Co., Inc. 58933Y105 — 37,257 SOLD $4.5M — — —
✕ Roper Technologies, Inc. 776696106 — 12,060 SOLD $4.3M — — —
✕ Medline, Inc. 58507V107 — 85,155 SOLD $3.8M — — —
✕ Salesforce, Inc. 79466L302 — 16,955 SOLD $3.2M — — —
✕ Vistra Corp. 92840M102 — 18,642 SOLD $2.8M — — —
✕ NRG Energy, Inc. 629377508 — 18,602 SOLD $2.7M — — —
✕ Charter Communications, Inc. 16119P108 — 11,906 SOLD $2.6M — — —
✕ EchoStar Corp. 278768106 — 14,278 SOLD $1.7M — — —
✕ Ares Management Corp. 03990B101 — 5,963 SOLD $0.7M — — —