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Holdings (Monthly) Guide ↗

JPMorgan Hedged Equity 3 Fund

· JPMorgan Trust IV
Monthly Holdings $3.1B AUM 21 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
Danaher Corp. 235851102 46,022 SOLD $8.7M
CME Group, Inc. 12572Q105 27,791 SOLD $8.2M
Carnival Corp. 143658300 275,118 SOLD $7.1M
NIKE, Inc. 654106103 115,935 SOLD $6.1M
Comcast Corp. 20030N101 166,141 SOLD $4.8M
SBA Communications Corp. 78410G104 24,489 SOLD $4.2M
Otis Worldwide Corp. 68902V107 53,411 SOLD $4.1M
Carrier Global Corp. 14448C104 67,179 SOLD $3.8M
State Street Corp. 857477103 29,493 SOLD $3.7M
HCA Healthcare, Inc. 40412C101 7,416 SOLD $3.5M
Motorola Solutions, Inc. 620076307 7,502 SOLD $3.3M
Ameriprise Financial, Inc. 03076C106 5,412 SOLD $2.4M
Merck & Co., Inc. 58933Y105 18,128 SOLD $2.2M
Roper Technologies, Inc. 776696106 5,868 SOLD $2.1M
Medline, Inc. 58507V107 41,433 SOLD $1.8M
Salesforce, Inc. 79466L302 8,249 SOLD $1.5M
Vistra Corp. 92840M102 9,071 SOLD $1.4M
NRG Energy, Inc. 629377508 9,051 SOLD $1.3M
Charter Communications, Inc. 16119P108 5,793 SOLD $1.3M
EchoStar Corp. 278768106 6,947 SOLD $0.8M
Ares Management Corp. 03990B101 2,901 SOLD $0.3M