BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

JPMorgan Hedged Equity 3 Fund

· JPMorgan Trust IV
Monthly Holdings $3.1B AUM 28 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 Trane Technologies plc N/A Mar 2026 55,980 NEW $27.5M 0.88% EC
2 Seagate Technology Holdings plc N/A Mar 2026 22,711 NEW $21.9M 0.70% EC
3 Intel Corp. 458140100 Jun 2026 145,894 NEW $20.4M 0.65% EC
4 Aon plc N/A Mar 2026 57,926 NEW $19.2M 0.62% EC
5 NXP Semiconductors NV N/A Mar 2026 55,185 NEW $15.5M 0.50% EC
6 Eaton Corp. plc N/A Mar 2026 30,828 NEW $13.1M 0.42% EC
7 Linde plc N/A Mar 2026 21,637 NEW $11.2M 0.36% EC
8 ConocoPhillips 20825C104 Jun 2026 96,269 NEW $10.0M 0.32% EC
9 Accenture plc N/A Mar 2026 71,954 NEW $9.0M 0.29% EC
10 Sandisk Corp. 80004C200 Jun 2026 3,797 NEW $8.6M 0.28% EC
11 Medtronic plc N/A Mar 2026 104,852 NEW $8.2M 0.26% EC
12 Carnival Corp. Ltd. N/A Mar 2026 248,011 NEW $7.1M 0.23% EC
13 Thermo Fisher Scientific, Inc. 883556102 Jun 2026 13,619 NEW $6.8M 0.22% EC
14 Crowdstrike Holdings, Inc. 22788C105 Jun 2026 7,135 NEW $5.4M 0.17% EC
15 Cencora, Inc. 03073E105 Jun 2026 16,421 NEW $4.6M 0.15% EC
16 Newmont Corp. 651639106 Jun 2026 46,730 NEW $4.4M 0.14% EC
17 N/A N/A Mar 2026 965 NEW $3.8M 0.12% DE
18 Arch Capital Group Ltd. N/A Mar 2026 36,208 NEW $3.5M 0.11% EC
19 EMCOR Group, Inc. 29084Q100 Jun 2026 4,207 NEW $3.5M 0.11% EC
20 Intercontinental Exchange, Inc. 45866F104 Jun 2026 25,282 NEW $3.1M 0.10% EC
21 Ciena Corp. 171779309 Jun 2026 6,066 NEW $3.0M 0.10% EC
22 Space Exploration Technologies Corp. 84615Q103 Jun 2026 15,608 NEW $2.7M 0.09% EC
23 Fedex Freight Holding Co., Inc. 314352105 Jun 2026 12,775 NEW $1.9M 0.06% EC
24 Chubb Ltd. N/A Mar 2026 5,635 NEW $1.9M 0.06% EC
25 Aptiv plc N/A Mar 2026 21,825 NEW $1.3M 0.04% EC
26 American Water Works Co., Inc. 030420103 Jun 2026 6,525 NEW $859K 0.03% EC
27 N/A N/A Mar 2026 -4,145 NEW $-4891100 -0.16% DE
28 N/A N/A Mar 2026 -4,145 NEW $-9429875 -0.30% DE