Holdings (Monthly) Guide ↗

JPMorgan Hedged Equity 2 Fund

· JPMorgan Trust IV

Monthly Holdings $5.7B AUM 35 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	Alphabet, Inc.	02079K107	Mar 2026	387,769	+36,378	$137.0M	+35.9%	2.46%	EC
2	Lam Research Corp.	512807306	Mar 2026	232,481	+25,046	$100.7M	+127.3%	1.81%	EC
3	Advanced Micro Devices, Inc.	007903107	Mar 2026	150,622	+9,472	$87.5M	+204.7%	1.57%	EC
4	Bank of America Corp.	060505104	Mar 2026	1,033,500	+22,053	$58.9M	+19.4%	1.06%	EC
5	Trane Technologies plc	N/A	Mar 2026	115,279	+63,959	$56.6M	+122.5%	1.01%	EC
6	RTX Corp.	75513E101	Mar 2026	279,376	+7,364	$53.0M	+1.0%	0.95%	EC
7	AT&T, Inc.	00206R102	Mar 2026	1,968,742	+356,039	$40.8M	-12.8%	0.73%	EC
8	McDonald's Corp.	580135101	Mar 2026	145,916	+17,774	$39.4M	-1.0%	0.71%	EC
9	Citigroup, Inc.	172967424	Mar 2026	259,814	+51,084	$36.4M	+53.6%	0.65%	EC
10	Morgan Stanley	617446448	Mar 2026	154,662	+22,329	$32.3M	+48.5%	0.58%	EC
11	Corning, Inc.	219350105	Mar 2026	125,994	+86,143	$32.2M	+493.9%	0.58%	EC
12	Bristol-Myers Squibb Co.	110122108	Mar 2026	527,959	+4,274	$30.4M	-4.2%	0.55%	EC
13	Ross Stores, Inc.	778296103	Mar 2026	126,014	+956	$26.8M	-1.0%	0.48%	EC
14	Chipotle Mexican Grill, Inc.	169656105	Mar 2026	736,313	+120,600	$25.0M	+27.0%	0.45%	EC
15	Vertiv Holdings Co.	92537N108	Mar 2026	70,564	+53,200	$23.6M	+443.0%	0.42%	EC
16	Regeneron Pharmaceuticals, Inc.	75886F107	Mar 2026	37,186	+3,528	$23.2M	-10.8%	0.42%	EC
17	American Express Co.	025816109	Mar 2026	67,996	+2,897	$23.0M	+16.8%	0.41%	EC
18	Vertex Pharmaceuticals, Inc.	92532F100	Mar 2026	43,181	+1,903	$21.4M	+16.4%	0.38%	EC
19	Palantir Technologies, Inc.	69608A108	Mar 2026	178,697	+21,007	$20.8M	-9.6%	0.37%	EC
20	Dover Corp.	260003108	Mar 2026	90,956	+7,687	$20.4M	+17.5%	0.37%	EC
21	AutoZone, Inc.	053332102	Mar 2026	6,262	+870	$20.0M	+9.9%	0.36%	EC
22	Booking Holdings, Inc.	09857L108	Mar 2026	94,974	+92,611	$16.9M	+70.1%	0.30%	EC
23	Affirm Holdings, Inc.	00827B106	Mar 2026	197,395	+136,310	$16.1M	+475.1%	0.29%	EC
24	Waters Corp.	941848103	Mar 2026	40,449	+6,811	$15.2M	+51.4%	0.27%	EC
25	United Rentals, Inc.	911363109	Mar 2026	13,046	+2,598	$14.8M	+94.2%	0.26%	EC
26	Autodesk, Inc.	052769106	Mar 2026	67,069	+11,556	$13.0M	-1.9%	0.23%	EC
27	Progressive Corp. (The)	743315103	Mar 2026	57,960	+2,428	$12.7M	+15.0%	0.23%	EC
28	DoorDash, Inc.	25809K105	Mar 2026	67,119	+35,059	$12.4M	+157.3%	0.22%	EC
29	American Tower Corp.	03027X100	Mar 2026	74,711	+43,665	$12.2M	+128.1%	0.22%	EC
30	Fidelity National Information Services, Inc.	31620M106	Mar 2026	306,125	+12,994	$11.9M	-13.4%	0.21%	EC
31	McKesson Corp.	58155Q103	Mar 2026	15,712	+3,315	$11.9M	+10.7%	0.21%	EC
32	AppLovin Corp.	03831W108	Mar 2026	19,502	+6,952	$10.0M	+101.2%	0.18%	EC
33	Toast, Inc.	888787108	Mar 2026	270,915	+78,055	$7.5M	+47.4%	0.14%	EC
34	Neurocrine Biosciences, Inc.	64125C109	Mar 2026	30,055	+1,144	$5.1M	+33.0%	0.09%	EC
35	JPMorgan Securities Lending Money Market Fund	46645V642	Mar 2026	439,477	+229,668	$439K	+109.5%	0.01%	STIV