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Holdings (Monthly) Guide ↗

JPMorgan U.S. Equity Fund

· JPMorgan Trust I
Monthly Holdings $33.5B AUM 68 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 16 New 13 Added 37 Reduced 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA Corp. 67066G104 Mar 2026 13,329,314 -2,750,240 $2.67B -4.9% 7.99% EC
2 Alphabet, Inc. 02079K305 Mar 2026 6,386,349 +1,069,751 $2.28B +49.3% 6.84% EC
3 Apple, Inc. 037833100 Mar 2026 6,623,187 -2,112,570 $1.92B -13.6% 5.74% EC
4 Amazon.com, Inc. 023135106 Mar 2026 6,446,250 -1,593,395 $1.54B -8.2% 4.60% EC
5 Broadcom, Inc. 11135F101 Mar 2026 3,532,305 +69,170 $1.33B +24.5% 4.00% EC
6 Microsoft Corp. 594918104 Mar 2026 2,959,100 -343,011 $1.10B -9.7% 3.31% EC
7 Micron Technology, Inc. 595112103 Mar 2026 938,139 +293,773 $1.08B +397.4% 3.24% EC
8 Mastercard, Inc. 57636Q104 Mar 2026 1,883,650 +15,267 $967.4M +3.6% 2.90% EC
9 Wells Fargo & Co. 949746101 Mar 2026 10,188,668 -2,323,719 $842.0M -15.5% 2.52% EC
10 American Express Co. 025816109 Mar 2026 2,336,132 -171,244 $790.2M +4.2% 2.37% EC
11 NextEra Energy, Inc. 65339F101 Mar 2026 8,878,223 +481,699 $779.2M -0.1% 2.33% EC
12 Advanced Micro Devices, Inc. 007903107 Jun 2026 1,324,269 NEW $769.3M 2.30% EC
13 Meta Platforms, Inc. 30303M102 Mar 2026 1,359,288 -508,295 $765.7M -28.3% 2.29% EC
14 Eli Lilly & Co. 532457108 Mar 2026 557,538 -56,539 $668.7M +18.4% 2.00% EC
15 Baker Hughes Co. 05722G100 Mar 2026 11,388,319 +2,076,395 $632.1M +11.2% 1.89% EC
16 Morgan Stanley 617446448 Mar 2026 2,797,829 -446,949 $584.9M +9.5% 1.75% EC
17 Walmart, Inc. 931142103 Mar 2026 5,087,884 -113,443 $576.3M -10.9% 1.73% EC
18 Lowe's Cos., Inc. 548661107 Mar 2026 2,539,794 -787,549 $560.0M -28.8% 1.68% EC
19 AbbVie, Inc. 00287Y109 Mar 2026 2,160,115 -282,663 $543.6M +2.3% 1.63% EC
20 NXP Semiconductors NV N/A Mar 2026 1,919,591 -684,245 $539.5M +5.2% 1.62% EC
21 Walt Disney Co. (The) 254687106 Mar 2026 5,315,505 -973,443 $511.6M -15.6% 1.53% EC
22 Western Digital Corp. 958102105 Mar 2026 781,475 -165,997 $499.1M +94.8% 1.50% EC
23 McDonald's Corp. 580135101 Mar 2026 1,692,273 -695,393 $457.4M -38.4% 1.37% EC
24 Howmet Aerospace, Inc. 443201108 Mar 2026 1,607,185 -47,080 $432.1M +13.3% 1.29% EC
25 Stryker Corp. 863667101 Mar 2026 1,352,837 -99,014 $425.9M -10.7% 1.28% EC
26 Blackstone, Inc. 09260D107 Mar 2026 3,491,756 +694,675 $410.9M +27.7% 1.23% EC
27 ASML Holding NV N/A Mar 2026 201,820 NEW $401.5M 1.20% EC
28 Eaton Corp. plc N/A Mar 2026 912,335 NEW $388.8M 1.16% EC
29 Tesla, Inc. 88160R101 Mar 2026 889,297 -211,946 $374.0M -8.6% 1.12% EC
30 Arthur J Gallagher & Co. 363576109 Mar 2026 1,601,655 -858,999 $367.7M -31.0% 1.10% EC
31 AutoZone, Inc. 053332102 Mar 2026 114,272 +20,483 $365.2M +15.3% 1.09% EC
32 ConocoPhillips 20825C104 Mar 2026 3,325,878 +535,505 $345.8M -6.1% 1.04% EC
33 Space Exploration Technologies Corp. 84615Q103 Jun 2026 2,006,573 NEW $342.8M 1.03% EC
34 Corning, Inc. 219350105 Jun 2026 1,226,559 NEW $313.3M 0.94% EC
35 Trane Technologies plc N/A Mar 2026 612,832 NEW $301.0M 0.90% EC
36 Progressive Corp. (The) 743315103 Mar 2026 1,369,425 -100,370 $299.2M +2.7% 0.90% EC
37 United Rentals, Inc. 911363109 Mar 2026 263,564 -118,726 $298.6M +7.2% 0.89% EC
38 Edwards Lifesciences Corp. 28176E108 Mar 2026 3,216,213 -509,261 $290.9M -2.5% 0.87% EC
39 US Bancorp 902973304 Mar 2026 4,800,357 +2,044,162 $289.9M +102.3% 0.87% EC
40 Vulcan Materials Co. 929160109 Mar 2026 943,668 -274,453 $278.4M -16.1% 0.83% EC
41 Aon plc N/A Mar 2026 829,396 NEW $275.1M 0.82% EC
42 Crowdstrike Holdings, Inc. 22788C105 Jun 2026 358,483 NEW $273.6M 0.82% EC
43 Palantir Technologies, Inc. 69608A108 Jun 2026 2,331,525 NEW $272.0M 0.81% EC
44 Canadian Pacific Kansas City Ltd. 13646K108 Jun 2026 2,971,784 NEW $257.5M 0.77% EC
45 Southern Co. (The) 842587107 Mar 2026 2,647,273 -684,003 $253.4M -21.2% 0.76% EC
46 Amphenol Corp. 032095101 Mar 2026 1,430,247 -938,285 $252.2M -15.7% 0.76% EC
47 Northrop Grumman Corp. 666807102 Mar 2026 493,952 -324,140 $251.6M -54.9% 0.75% EC
48 Vertex Pharmaceuticals, Inc. 92532F100 Mar 2026 502,245 -36,285 $249.5M +3.7% 0.75% EC
49 Mondelez International, Inc. 609207105 Mar 2026 4,310,093 +301,741 $249.3M +7.9% 0.75% EC
50 Medtronic plc N/A Mar 2026 3,108,392 NEW $243.2M 0.73% EC
51 Entergy Corp. 29364G103 Mar 2026 2,097,451 -977,645 $240.9M -30.3% 0.72% EC
52 Deere & Co. 244199105 Mar 2026 364,012 -56,292 $230.9M -2.5% 0.69% EC
53 Cadence Design Systems, Inc. 127387108 Jun 2026 606,380 NEW $227.6M 0.68% EC
54 Prologis, Inc. 74340W103 Mar 2026 1,661,557 -319,978 $225.1M -14.1% 0.67% EC
55 Thermo Fisher Scientific, Inc. 883556102 Jun 2026 431,286 NEW $216.2M 0.65% EC
56 DoorDash, Inc. 25809K105 Mar 2026 1,115,998 +248,530 $205.9M +58.1% 0.62% EC
57 Marriott International, Inc. 571903202 Mar 2026 534,500 +160,353 $198.1M +61.9% 0.59% EC
58 Intuit, Inc. 461202103 Mar 2026 723,417 -504,179 $188.8M -64.4% 0.57% EC
59 JPMorgan Securities Lending Money Market Fund 46645V642 Jun 2026 148,162,278 NEW $148.2M 0.44% STIV
60 Affirm Holdings, Inc. 00827B106 Jun 2026 1,782,278 NEW $145.3M 0.44% EC
61 Carrier Global Corp. 14448C104 Mar 2026 1,694,734 -397,481 $124.3M +5.5% 0.37% EC
62 Regeneron Pharmaceuticals, Inc. 75886F107 Mar 2026 198,753 -137,751 $123.9M -52.3% 0.37% EC
63 Chipotle Mexican Grill, Inc. 169656105 Mar 2026 2,927,772 -492,872 $99.5M -9.1% 0.30% EC
64 JPMorgan Prime Money Market Fund 46637K844 Mar 2026 81,248,129 -91,712,111 $81.2M -53.0% 0.24% STIV
65 Oracle Corp. 68389X105 Mar 2026 546,364 -2,601,949 $80.1M -82.7% 0.24% EC
66 American Water Works Co., Inc. 030420103 Jun 2026 591,188 NEW $77.8M 0.23% EC
Boston Scientific Corp. 101137107 2,316,599 SOLD $145.4M
ServiceNow, Inc. 81762P102 1,309,260 SOLD $136.9M