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Holdings (Monthly) Guide ↗

JPMorgan Hedged Equity 2 Fund

· JPMorgan Trust IV
Monthly Holdings $5.7B AUM 93 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 Micron Technology, Inc. 595112103 Mar 2026 113,925 -2,063 $131.5M +235.6% 2.36% EC
8 Meta Platforms, Inc. 30303M102 Mar 2026 208,126 -14,844 $117.2M -8.1% 2.10% EC
9 Tesla, Inc. 88160R101 Mar 2026 211,193 -38,184 $88.8M -4.2% 1.59% EC
10 Berkshire Hathaway, Inc. 084670702 Mar 2026 144,434 -7,044 $72.3M -0.4% 1.30% EC
11 Eli Lilly & Co. 532457108 Mar 2026 59,407 -1,909 $71.3M +26.3% 1.28% EC
12 Johnson & Johnson 478160104 Mar 2026 273,678 -20,309 $69.5M -3.3% 1.25% EC
13 Exxon Mobil Corp. 30231G102 Mar 2026 499,749 -172,287 $68.3M -40.1% 1.22% EC
14 AbbVie, Inc. 00287Y109 Mar 2026 271,319 -3,283 $68.3M +14.3% 1.22% EC
15 Mastercard, Inc. 57636Q104 Mar 2026 130,161 -11,156 $66.9M -5.3% 1.20% EC
16 Visa, Inc. 92826C839 Mar 2026 157,183 -21,063 $53.9M +0.1% 0.97% EC
17 Howmet Aerospace, Inc. 443201108 Mar 2026 179,614 -12,843 $48.3M +8.9% 0.87% EC
18 NextEra Energy, Inc. 65339F101 Mar 2026 547,110 -22,204 $48.0M -9.2% 0.86% EC
19 PepsiCo, Inc. 713448108 Mar 2026 347,580 -11,168 $47.1M -15.5% 0.84% EC
20 3M Co. 88579Y101 Mar 2026 284,841 -1,413 $46.1M +10.9% 0.83% EC
21 Wells Fargo & Co. 949746101 Mar 2026 552,233 -102,217 $45.6M -12.4% 0.82% EC
22 Lowe's Cos., Inc. 548661107 Mar 2026 195,330 -1,044 $43.1M -7.2% 0.77% EC
23 UnitedHealth Group, Inc. 91324P102 Mar 2026 102,029 -3,278 $42.4M +48.8% 0.76% EC
24 Amphenol Corp. 032095101 Mar 2026 229,546 -51,457 $40.5M +14.0% 0.73% EC
25 Philip Morris International, Inc. 718172109 Mar 2026 221,872 -7,129 $40.1M +6.0% 0.72% EC
26 Charles Schwab Corp. (The) 808513105 Mar 2026 423,113 -13,595 $39.0M -4.9% 0.70% EC
27 EOG Resources, Inc. 26875P101 Mar 2026 295,347 -9,490 $38.3M -13.1% 0.69% EC
28 Texas Instruments, Inc. 882508104 Mar 2026 127,884 -32,526 $38.1M +22.4% 0.68% EC
29 Ecolab, Inc. 278865100 Mar 2026 133,930 -12,847 $37.3M -4.4% 0.67% EC
30 Oracle Corp. 68389X105 Mar 2026 253,301 -8,139 $37.1M -3.5% 0.67% EC
31 Walmart, Inc. 931142103 Mar 2026 325,370 -10,454 $36.9M -11.7% 0.66% EC
32 Western Digital Corp. 958102105 Mar 2026 55,440 -123 $35.4M +135.6% 0.63% EC
33 Deere & Co. 244199105 Mar 2026 55,804 -1,793 $35.4M +9.1% 0.63% EC
34 Stryker Corp. 863667101 Mar 2026 108,920 -3,500 $34.3M -7.2% 0.61% EC
35 Analog Devices, Inc. 032654105 Mar 2026 86,330 -27,578 $34.3M -5.4% 0.61% EC
36 ServiceNow, Inc. 81762P102 Mar 2026 311,484 -10,008 $30.9M -8.0% 0.55% EC
37 Walt Disney Co. (The) 254687106 Mar 2026 320,455 -26,882 $30.8M -7.9% 0.55% EC
38 Ventas, Inc. 92276F100 Mar 2026 330,963 -10,634 $29.4M +5.2% 0.53% EC
39 Arthur J Gallagher & Co. 363576109 Mar 2026 127,488 -4,096 $29.3M +2.7% 0.52% EC
40 Mondelez International, Inc. 609207105 Mar 2026 504,259 -54,474 $29.2M -9.4% 0.52% EC
41 US Bancorp 902973304 Mar 2026 440,828 -71,650 $26.6M -0.1% 0.48% EC
42 Sempra 816851109 Mar 2026 280,771 -31 $26.0M -4.6% 0.47% EC
43 Arista Networks, Inc. 040413205 Mar 2026 153,042 -4,917 $26.0M +34.1% 0.47% EC
44 Equinix, Inc. 29444U700 Mar 2026 24,397 -784 $25.4M +3.0% 0.46% EC
45 Hilton Worldwide Holdings, Inc. 43300A203 Mar 2026 76,590 -36,007 $25.3M -26.1% 0.45% EC
46 Entergy Corp. 29364G103 Mar 2026 214,520 -15,897 $24.6M -4.8% 0.44% EC
47 GE Vernova, Inc. 36828A101 Mar 2026 20,836 -3,684 $24.5M +14.4% 0.44% EC
48 Capital One Financial Corp. 14040H105 Mar 2026 121,166 -3,894 $24.3M +6.5% 0.44% EC
49 Yum! Brands, Inc. 988498101 Mar 2026 150,370 -17,552 $24.0M -7.9% 0.43% EC
50 Fifth Third Bancorp 316773100 Mar 2026 421,301 -13,537 $23.7M +17.6% 0.43% EC
51 Edwards Lifesciences Corp. 28176E108 Mar 2026 258,689 -8,312 $23.4M +9.4% 0.42% EC
52 Southern Co. (The) 842587107 Mar 2026 236,169 -12,897 $22.6M -6.0% 0.41% EC
53 Baker Hughes Co. 05722G100 Mar 2026 394,240 -12,667 $21.9M -11.9% 0.39% EC
54 Corpay, Inc. 219948106 Mar 2026 64,260 -2,065 $21.4M +11.0% 0.38% EC
55 Welltower, Inc. 95040Q104 Mar 2026 93,784 -3,013 $21.3M +11.2% 0.38% EC
56 TransDigm Group, Inc. 893641100 Mar 2026 14,762 -1,523 $19.7M +4.2% 0.35% EC
57 Cigna Group (The) 125523100 Mar 2026 66,710 -2,144 $18.4M +0.1% 0.33% EC
58 Keurig Dr Pepper, Inc. 49271V100 Mar 2026 528,209 -16,971 $17.3M +20.4% 0.31% EC
59 Burlington Stores, Inc. 122017106 Mar 2026 53,772 -1,728 $17.0M -5.7% 0.31% EC
60 Union Pacific Corp. 907818108 Mar 2026 61,391 -12,682 $16.7M -7.1% 0.30% EC
61 FedEx Corp. 31428X106 Mar 2026 52,616 -1,691 $16.5M -14.8% 0.30% EC
62 Cadence Design Systems, Inc. 127387108 Mar 2026 43,480 -2,290 $16.3M +28.3% 0.29% EC
63 Netflix, Inc. 64110L106 Mar 2026 206,524 -145,760 $14.7M -56.5% 0.26% EC
64 PPG Industries, Inc. 693506107 Mar 2026 120,262 -18,405 $14.6M -1.6% 0.26% EC
65 Boston Scientific Corp. 101137107 Mar 2026 335,176 -10,769 $14.3M -34.1% 0.26% EC
66 Emerson Electric Co. 291011104 Mar 2026 96,820 -3,110 $13.9M +5.9% 0.25% EC
67 Humana, Inc. 444859102 Mar 2026 33,262 -24,767 $13.2M +31.3% 0.24% EC
68 JPMorgan U.S. Government Money Market Fund 4812C2270 Mar 2026 12,896,751 -7,875,532 $12.9M -37.9% 0.23% STIV
69 Masco Corp. 574599106 Mar 2026 155,728 -31,981 $12.7M +11.8% 0.23% EC
70 Leidos Holdings, Inc. 525327102 Mar 2026 115,616 -3,715 $11.9M -35.9% 0.21% EC
71 Expedia Group, Inc. 30212P303 Mar 2026 45,488 -8,431 $11.6M -6.5% 0.21% EC
72 Vulcan Materials Co. 929160109 Mar 2026 37,795 -1,215 $11.1M +5.0% 0.20% EC
73 JPMorgan Prime Money Market Fund 46637K844 Mar 2026 10,908,394 -160,847,982 $10.9M -93.6% 0.20% STIV
74 Apollo Global Management, Inc. 03769M106 Mar 2026 90,295 -12,964 $10.7M -7.1% 0.19% EC
75 Altria Group, Inc. 02209S103 Mar 2026 145,593 -12,761 $10.5M +0.2% 0.19% EC
76 Blackstone, Inc. 09260D107 Mar 2026 88,485 -2,843 $10.4M -0.9% 0.19% EC
77 Equity LifeStyle Properties, Inc. 29472R108 Mar 2026 159,207 -5,116 $10.3M +0.0% 0.18% EC
78 Textron, Inc. 883203101 Mar 2026 102,607 -3,296 $9.4M +1.5% 0.17% EC
79 Diamondback Energy, Inc. 25278X109 Mar 2026 52,938 -24,335 $9.3M -39.1% 0.17% EC
80 Martin Marietta Materials, Inc. 573284106 Mar 2026 15,799 -508 $9.1M -5.1% 0.16% EC
81 Fortinet, Inc. 34959E109 Mar 2026 58,204 -1,870 $8.9M +82.1% 0.16% EC
82 Intuit, Inc. 461202103 Mar 2026 33,259 -16,518 $8.7M -59.7% 0.16% EC
83 EQT Corp. 26884L109 Mar 2026 158,150 -5,082 $8.4M -19.1% 0.15% EC
84 Delta Air Lines, Inc. 247361702 Mar 2026 88,849 -26,588 $8.3M +8.4% 0.15% EC
85 Ingersoll Rand, Inc. 45687V106 Mar 2026 100,344 -3,224 $8.2M -0.9% 0.15% EC
86 Church & Dwight Co., Inc. 171340102 Mar 2026 82,596 -27,380 $8.0M -22.0% 0.14% EC
87 Cognizant Technology Solutions Corp. 192446102 Mar 2026 186,404 -181,176 $7.2M -68.0% 0.13% EC
88 United Airlines Holdings, Inc. 910047109 Mar 2026 41,764 -1,342 $5.7M +43.1% 0.10% EC
89 Omnicom Group, Inc. 681919106 Mar 2026 76,513 -2,459 $5.6M -6.3% 0.10% EC
90 Lennar Corp. 526057104 Mar 2026 45,069 -1,448 $4.1M +1.0% 0.07% EC
91 Warner Music Group Corp. 934550203 Mar 2026 140,693 -4,520 $3.8M +2.7% 0.07% EC
92 WEX, Inc. 96208T104 Mar 2026 12,471 -401 $1.8M -10.7% 0.03% EC
93 Ball Corp. 058498106 Mar 2026 23,398 -11,249 $1.5M -28.7% 0.03% EC