Holdings (Monthly) Guide ↗

JPMorgan Hedged Equity 3 Fund

· JPMorgan Trust IV

Monthly Holdings $3.1B AUM 34 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds

All 28 New 34 Added 94 Reduced 21 Exited · Jun 2026 vs Mar 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	JPMorgan Prime Money Market Fund	46637K844	Mar 2026	354,781,613	+309,157,382	$354.8M	+677.5%	11.37%	STIV
2	Alphabet, Inc.	02079K107	Mar 2026	188,233	+12,192	$66.5M	+31.7%	2.13%	EC
3	Lam Research Corp.	512807306	Mar 2026	113,048	+12,115	$49.0M	+127.2%	1.57%	EC
4	Advanced Micro Devices, Inc.	007903107	Mar 2026	72,984	+4,306	$42.4M	+203.5%	1.36%	EC
5	Bank of America Corp.	060505104	Mar 2026	508,811	+16,681	$29.0M	+20.8%	0.93%	EC
6	RTX Corp.	75513E101	Mar 2026	135,673	+3,323	$25.7M	+0.8%	0.83%	EC
7	AT&T, Inc.	00206R102	Mar 2026	956,214	+171,537	$19.8M	-13.0%	0.63%	EC
8	McDonald's Corp.	580135101	Mar 2026	70,862	+8,513	$19.2M	-1.1%	0.61%	EC
9	Citigroup, Inc.	172967424	Mar 2026	126,213	+24,653	$17.7M	+53.4%	0.57%	EC
10	Corning, Inc.	219350105	Mar 2026	61,476	+42,086	$15.7M	+495.6%	0.50%	EC
11	Morgan Stanley	617446448	Mar 2026	75,115	+10,724	$15.7M	+48.2%	0.50%	EC
12	Bristol-Myers Squibb Co.	110122108	Mar 2026	256,399	+1,594	$14.8M	-4.4%	0.47%	EC
13	Ross Stores, Inc.	778296103	Mar 2026	61,194	+346	$13.0M	-1.2%	0.42%	EC
14	Chipotle Mexican Grill, Inc.	169656105	Mar 2026	362,117	+62,535	$12.3M	+28.4%	0.39%	EC
15	Vertiv Holdings Co.	92537N108	Mar 2026	35,276	+26,827	$11.8M	+457.9%	0.38%	EC
16	Regeneron Pharmaceuticals, Inc.	75886F107	Mar 2026	18,497	+2,120	$11.5M	-8.9%	0.37%	EC
17	American Express Co.	025816109	Mar 2026	33,856	+2,182	$11.5M	+19.5%	0.37%	EC
18	Vertex Pharmaceuticals, Inc.	92532F100	Mar 2026	20,970	+886	$10.4M	+16.1%	0.33%	EC
19	Palantir Technologies, Inc.	69608A108	Mar 2026	86,791	+10,065	$10.1M	-9.8%	0.32%	EC
20	Dover Corp.	260003108	Mar 2026	44,334	+3,819	$9.9M	+17.7%	0.32%	EC
21	AutoZone, Inc.	053332102	Mar 2026	3,074	+450	$9.8M	+10.8%	0.31%	EC
22	Booking Holdings, Inc.	09857L108	Mar 2026	46,692	+45,543	$8.3M	+72.0%	0.27%	EC
23	Affirm Holdings, Inc.	00827B106	Mar 2026	96,761	+67,039	$7.9M	+479.4%	0.25%	EC
24	Waters Corp.	941848103	Mar 2026	19,651	+3,284	$7.4M	+51.2%	0.24%	EC
25	United Rentals, Inc.	911363109	Mar 2026	6,335	+1,251	$7.2M	+93.8%	0.23%	EC
26	Autodesk, Inc.	052769106	Mar 2026	32,576	+5,566	$6.3M	-2.1%	0.20%	EC
27	Progressive Corp. (The)	743315103	Mar 2026	28,561	+1,541	$6.2M	+16.5%	0.20%	EC
28	DoorDash, Inc.	25809K105	Mar 2026	33,543	+17,944	$6.2M	+164.3%	0.20%	EC
29	American Tower Corp.	03027X100	Mar 2026	36,584	+21,478	$6.0M	+129.5%	0.19%	EC
30	Fidelity National Information Services, Inc.	31620M106	Mar 2026	152,263	+9,638	$5.9M	-11.5%	0.19%	EC
31	McKesson Corp.	58155Q103	Mar 2026	7,815	+1,783	$5.9M	+13.1%	0.19%	EC
32	AppLovin Corp.	03831W108	Mar 2026	9,474	+3,368	$4.9M	+100.9%	0.16%	EC
33	Toast, Inc.	888787108	Mar 2026	134,752	+40,914	$3.7M	+50.7%	0.12%	EC
34	Neurocrine Biosciences, Inc.	64125C109	Mar 2026	14,595	+528	$2.5M	+32.7%	0.08%	EC