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Holdings (Monthly) Guide ↗

JPMorgan Hedged Equity 2 Fund

· JPMorgan Trust IV
Monthly Holdings $5.7B AUM 21 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
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