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Holdings (Monthly) Guide ↗

JPMorgan Mid Cap Growth Fund

· JPMorgan Trust II
Monthly Holdings $13.4B AUM 140 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 41 New 28 Added 50 Reduced 21 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Datadog, Inc. 23804L103 Mar 2026 1,541,233 +203,236 $401.3M +154.1% 3.03% EC
2 Snowflake, Inc. 833445109 Mar 2026 1,541,140 +1,113,980 $392.2M +508.8% 2.96% EC
3 Comfort Systems USA, Inc. 199908104 Mar 2026 183,572 -27,888 $363.8M +24.8% 2.75% EC
4 Astera Labs, Inc. 04626A103 Jun 2026 668,084 NEW $322.7M — 2.44% EC
5 Robinhood Markets, Inc. 770700102 Mar 2026 2,849,179 +1,771,241 $285.7M +282.5% 2.16% EC
6 Teradyne, Inc. 880770102 Mar 2026 586,900 +240,498 $284.0M +176.5% 2.15% EC
7 Lumentum Holdings, Inc. 55024U109 Jun 2026 326,134 NEW $279.8M — 2.12% EC
8 Fastenal Co. 311900104 Jun 2026 5,567,579 NEW $267.4M — 2.02% EC
9 Rocket Lab Corp. 773121108 Mar 2026 2,564,833 +1,455,498 $260.7M +266.0% 1.97% EC
10 Chipotle Mexican Grill, Inc. 169656105 Mar 2026 7,334,683 +5,566,588 $249.4M +340.6% 1.89% EC
11 Take-Two Interactive Software, Inc. 874054109 Mar 2026 966,731 +258,274 $241.7M +72.7% 1.83% EC
12 Cencora, Inc. 03073E105 Mar 2026 750,022 -153,008 $212.2M -25.2% 1.60% EC
13 Natera, Inc. 632307104 Mar 2026 781,556 -63,396 $212.2M +25.5% 1.60% EC
14 HEICO Corp. 422806208 Mar 2026 820,420 +138,697 $211.6M +47.0% 1.60% EC
15 Royal Caribbean Cruises Ltd. N/A Mar 2026 637,196 -1,445,770 $202.3M +174.7% 1.53% EC
16 Jabil, Inc. 466313103 Jun 2026 515,280 NEW $198.6M — 1.50% EC
17 Rockwell Automation, Inc. 773903109 Jun 2026 396,209 NEW $196.2M — 1.48% EC
18 Cloudflare, Inc. 18915M107 Mar 2026 797,374 -422,936 $195.6M -22.3% 1.48% EC
19 Neurocrine Biosciences, Inc. 64125C109 Mar 2026 1,116,674 -90,579 $188.2M +18.3% 1.42% EC
20 Alnylam Pharmaceuticals, Inc. 02043Q107 Mar 2026 605,988 -94,993 $182.4M -21.3% 1.38% EC
21 Casey's General Stores, Inc. 147528103 Mar 2026 218,061 +49,361 $173.3M +41.1% 1.31% EC
22 Fabrinet N/A Mar 2026 305,326 NEW $171.6M — 1.30% EC
23 Live Nation Entertainment, Inc. 538034109 Mar 2026 889,053 -147,230 $162.8M +3.0% 1.23% EC
24 Burlington Stores, Inc. 122017106 Mar 2026 512,664 -42,628 $162.4M -10.1% 1.23% EC
25 Carpenter Technology Corp. 144285103 Jun 2026 261,778 NEW $161.5M — 1.22% EC
26 JPMorgan Securities Lending Money Market Fund 46645V642 Mar 2026 158,170,944 +64,912,097 $158.2M +69.6% 1.20% STIV
27 FTAI Aviation Ltd. N/A Mar 2026 572,315 NEW $154.8M — 1.17% EC
28 Insmed, Inc. 457669307 Mar 2026 1,433,624 -116,289 $152.9M -39.7% 1.16% EC
29 MasTec, Inc. 576323109 Jun 2026 355,310 NEW $147.8M — 1.12% EC
30 Williams Cos., Inc. (The) 969457100 Mar 2026 1,918,294 -155,605 $142.6M -5.5% 1.08% EC
31 Viking Holdings Ltd. N/A Mar 2026 1,338,046 NEW $140.1M — 1.06% EC
32 Performance Food Group Co. 71377A103 Mar 2026 1,217,950 -98,795 $136.2M +20.7% 1.03% EC
33 Affirm Holdings, Inc. 00827B106 Mar 2026 1,614,208 +1,235,539 $131.6M +658.7% 1.00% EC
34 Simon Property Group, Inc. 828806109 Jun 2026 581,401 NEW $130.0M — 0.98% EC
35 MACOM Technology Solutions Holdings, Inc. 55405Y100 Jun 2026 338,884 NEW $128.9M — 0.97% EC
36 Cerebras Systems, Inc. 15675D103 Jun 2026 573,808 NEW $126.8M — 0.96% EC
37 BWX Technologies, Inc. 05605H100 Mar 2026 646,520 +120,155 $125.8M +16.9% 0.95% EC
38 Sterling Infrastructure, Inc. 859241101 Jun 2026 146,012 NEW $122.6M — 0.93% EC
39 IDEXX Laboratories, Inc. 45168D104 Mar 2026 221,412 -17,959 $116.6M -13.3% 0.88% EC
40 Innio NV N/A Mar 2026 2,941,078 NEW $116.3M — 0.88% EC
41 JFrog Ltd. N/A Mar 2026 1,248,060 NEW $113.4M — 0.86% EC
42 Allegro MicroSystems, Inc. 01749D105 Jun 2026 1,623,917 NEW $113.1M — 0.85% EC
43 AMETEK, Inc. 031100100 Mar 2026 465,887 -37,791 $112.7M +4.4% 0.85% EC
44 SiTime Corp. 82982T106 Jun 2026 149,946 NEW $111.8M — 0.85% EC
45 Teledyne Technologies, Inc. 879360105 Mar 2026 165,154 -13,396 $110.1M +2.0% 0.83% EC
46 DigitalOcean Holdings, Inc. 25402D102 Mar 2026 683,889 +312,392 $107.4M +237.0% 0.81% EC
47 Vistra Corp. 92840M102 Mar 2026 675,554 -354,365 $107.2M -30.8% 0.81% EC
48 Trane Technologies plc N/A Mar 2026 218,147 NEW $107.1M — 0.81% EC
49 ITT, Inc. 45073V108 Mar 2026 526,580 -136,194 $104.1M -17.5% 0.79% EC
50 Rambus, Inc. 750917106 Mar 2026 783,021 +175,436 $103.9M +98.8% 0.79% EC
51 Veeva Systems, Inc. 922475108 Mar 2026 578,149 -210,323 $102.6M -25.9% 0.78% EC
52 MKS, Inc. 55306N104 Mar 2026 229,243 -98,959 $102.0M +35.2% 0.77% EC
53 Axon Enterprise, Inc. 05464C101 Mar 2026 181,619 -42,884 $101.8M +6.8% 0.77% EC
54 TechnipFMC plc N/A Mar 2026 1,530,162 NEW $101.4M — 0.77% EC
55 Arthur J Gallagher & Co. 363576109 Mar 2026 439,935 +191,296 $101.0M +87.5% 0.76% EC
56 Texas Roadhouse, Inc. 882681109 Mar 2026 508,076 +117,161 $98.2M +52.1% 0.74% EC
57 Vicor Corp. 925815102 Jun 2026 255,389 NEW $97.0M — 0.73% EC
58 Cheniere Energy, Inc. 16411R208 Mar 2026 404,072 -300,307 $96.6M -51.7% 0.73% EC
59 DoorDash, Inc. 25809K105 Mar 2026 500,632 +31,507 $92.4M +31.2% 0.70% EC
60 Ionis Pharmaceuticals, Inc. 462222100 Mar 2026 1,123,209 +316,537 $89.1M +47.0% 0.67% EC
61 Quanta Services, Inc. 74762E102 Mar 2026 123,158 -478,565 $88.7M -73.2% 0.67% EC
62 CoreWeave, Inc. 21873S108 Jun 2026 878,647 NEW $87.5M — 0.66% EC
63 EOG Resources, Inc. 26875P101 Mar 2026 672,183 -54,525 $87.2M -17.0% 0.66% EC
64 Somnigroup International, Inc. 88023U101 Mar 2026 1,094,050 -603,255 $85.8M -31.6% 0.65% EC
65 Rubrik, Inc. 781154109 Mar 2026 1,067,617 +310,393 $85.7M +131.1% 0.65% EC
66 Bridgebio Pharma, Inc. 10806X102 Mar 2026 1,150,147 +819,464 $85.7M +248.8% 0.65% EC
67 Credo Technology Group Holding Ltd. N/A Mar 2026 305,984 NEW $83.2M — 0.63% EC
68 Rhythm Pharmaceuticals, Inc. 76243J105 Mar 2026 747,736 +150,546 $83.0M +59.8% 0.63% EC
69 CBRE Group, Inc. 12504L109 Mar 2026 616,113 -317,494 $83.0M -34.4% 0.63% EC
70 JPMorgan Prime Money Market Fund 46637K844 Mar 2026 80,123,878 -5,961,302 $80.1M -6.9% 0.61% STIV
71 Twilio, Inc. 90138F102 Mar 2026 382,374 -279,066 $78.9M -5.2% 0.60% EC
72 Levi Strauss & Co. 52736R102 Mar 2026 3,144,859 -255,098 $78.1M +24.2% 0.59% EC
73 MSCI, Inc. 55354G100 Mar 2026 138,360 -154,044 $77.5M -50.8% 0.59% EC
74 Hilton Worldwide Holdings, Inc. 43300A203 Mar 2026 232,110 -1,049,486 $76.7M -80.3% 0.58% EC
75 Microchip Technology, Inc. 595017104 Jun 2026 821,533 NEW $74.9M — 0.57% EC
76 Wynn Resorts Ltd. 983134107 Mar 2026 768,908 +164,791 $74.7M +21.7% 0.56% EC
77 AutoZone, Inc. 053332102 Mar 2026 23,206 -7,951 $74.2M -29.5% 0.56% EC
78 Howmet Aerospace, Inc. 443201108 Mar 2026 268,420 -1,444,630 $72.2M -81.7% 0.55% EC
79 Entegris, Inc. 29362U104 Jun 2026 397,107 NEW $71.4M — 0.54% EC
80 PACCAR, Inc. 693718108 Mar 2026 590,681 +93,314 $71.0M +23.5% 0.54% EC
81 IQVIA Holdings, Inc. 46266C105 Mar 2026 356,779 -28,940 $68.9M +4.8% 0.52% EC
82 Okta, Inc. 679295105 Mar 2026 504,281 -208,251 $68.8M +22.7% 0.52% EC
83 Ciena Corp. 171779309 Mar 2026 135,850 -164,302 $66.6M -42.8% 0.50% EC
84 James Hardie Industries plc N/A Mar 2026 2,533,984 NEW $66.3M — 0.50% EC
85 Agilent Technologies, Inc. 00846U101 Mar 2026 468,707 -38,020 $62.3M +7.8% 0.47% EC
86 Viavi Solutions, Inc. 925550105 Jun 2026 1,281,377 NEW $61.2M — 0.46% EC
87 Carlisle Cos., Inc. 142339100 Mar 2026 167,553 -13,591 $60.8M +0.6% 0.46% EC
88 Caris Life Sciences, Inc. 142152107 Mar 2026 3,320,983 +1,629,839 $59.2M +95.7% 0.45% EC
89 Bank of New York Mellon Corp. (The) 064058100 Mar 2026 408,203 -165,145 $59.0M -13.2% 0.45% EC
90 Ingersoll Rand, Inc. 45687V106 Mar 2026 718,290 -58,264 $58.9M -5.3% 0.45% EC
91 Xenon Pharmaceuticals, Inc. 98420N105 Mar 2026 962,101 +536,104 $58.1M +134.4% 0.44% EC
92 Esab Corp. 29605J106 Mar 2026 575,087 -46,649 $56.7M -5.6% 0.43% EC
93 Kulicke & Soffa Industries, Inc. 501242101 Jun 2026 419,293 NEW $56.1M — 0.42% EC
94 ROBLOX Corp. 771049103 Mar 2026 952,643 -1,160,556 $51.8M -56.7% 0.39% EC
95 Autodesk, Inc. 052769106 Jun 2026 262,968 NEW $51.1M — 0.39% EC
96 Rocket Cos., Inc. 77311W101 Mar 2026 3,179,546 -1,657,870 $50.1M -27.4% 0.38% EC
97 Disc Medicine, Inc. 254604101 Mar 2026 647,794 +262,085 $47.4M +92.1% 0.36% EC
98 Fervo Energy Co. 31556C106 Jun 2026 1,612,202 NEW $47.1M — 0.36% EC
99 Mettler-Toledo International, Inc. 592688105 Mar 2026 35,875 -2,909 $45.8M -6.3% 0.35% EC
100 uniQure NV N/A Mar 2026 959,052 NEW $44.2M — 0.33% EC
101 Carvana Co. 146869102 Mar 2026 667,425 +35,292 $43.9M -77.9% 0.33% EC
102 MongoDB, Inc. 60937P106 Mar 2026 130,493 -166,708 $43.8M -39.7% 0.33% EC
103 Guidewire Software, Inc. 40171V100 Jun 2026 345,113 NEW $42.5M — 0.32% EC
104 Dpc Holdings Ltd. N/A Mar 2026 847,974 NEW $41.6M — 0.31% EC
105 DraftKings, Inc. 26142V105 Jun 2026 1,595,221 NEW $40.3M — 0.30% EC
106 Expedia Group, Inc. 30212P303 Mar 2026 156,975 -12,734 $40.2M +2.5% 0.30% EC
107 Tradeweb Markets, Inc. 892672106 Mar 2026 392,668 -64,957 $39.1M -27.3% 0.30% EC
108 Figure Technology Solutions, Inc. 349381103 Mar 2026 1,259,540 +243,884 $38.7M +12.2% 0.29% EC
109 Cytokinetics, Inc. 23282W605 Jun 2026 401,519 NEW $34.2M — 0.26% EC
110 Reddit, Inc. 75734B100 Mar 2026 186,030 -541,686 $32.3M -67.0% 0.24% EC
111 Procore Technologies, Inc. 74275K108 Mar 2026 793,478 -327,900 $32.2M -49.6% 0.24% EC
112 Coupang, Inc. 22266T109 Mar 2026 1,497,006 -859,693 $26.0M -41.6% 0.20% EC
113 IRhythm Holdings, Inc. 450056106 Mar 2026 207,278 -16,814 $24.7M -6.8% 0.19% EC
114 Databricks, Inc. 1023727D Mar 2026 104,476 NEW $23.1M — 0.17% EP
115 Anduril Industries, Inc. N/A Mar 2026 257,767 NEW $17.8M — 0.13% EC
116 Circle Internet Group, Inc. 172573107 Jun 2026 180,138 NEW $11.3M — 0.09% EC
117 Garmin Ltd. N/A Mar 2026 45,645 NEW $10.8M — 0.08% EC
118 AlphaSense, Inc. N/A Mar 2026 750,320 NEW $10.3M — 0.08% EC
119 Canva Inc. N/A Mar 2026 4,732 NEW $7.8M — 0.06% EC
✕ Vertiv Holdings Co. 92537N108 — 1,526,952 SOLD $382.6M — — —
✕ Monolithic Power Systems, Inc. 609839105 — 121,507 SOLD $132.8M — — —
✕ Ulta Beauty, Inc. 90384S303 — 229,430 SOLD $119.9M — — —
✕ Dexcom, Inc. 252131107 — 1,783,253 SOLD $112.0M — — —
✕ ON Semiconductor Corp. 682189105 — 1,786,996 SOLD $110.7M — — —
✕ Raymond James Financial, Inc. 754730109 — 740,804 SOLD $107.3M — — —
✕ Rollins, Inc. 775711104 — 1,758,058 SOLD $93.9M — — —
✕ Broadridge Financial Solutions, Inc. 11133T103 — 563,781 SOLD $91.6M — — —
✕ HubSpot, Inc. 443573100 — 351,910 SOLD $85.9M — — —
✕ Veralto Corp. 92338C103 — 733,574 SOLD $64.9M — — —
✕ Palo Alto Networks, Inc. 697435105 — 404,411 SOLD $64.8M — — —
✕ LPL Financial Holdings, Inc. 50212V100 — 208,968 SOLD $62.9M — — —
✕ Nuvalent, Inc. 670703107 — 607,449 SOLD $62.2M — — —
✕ Thor Industries, Inc. 885160101 — 683,902 SOLD $54.6M — — —
✕ Equity LifeStyle Properties, Inc. 29472R108 — 867,158 SOLD $54.1M — — —
✕ Planet Fitness, Inc. 72703H101 — 610,403 SOLD $45.4M — — —
✕ Penumbra, Inc. 70975L107 — 133,680 SOLD $43.9M — — —
✕ Bright Horizons Family Solutions, Inc. 109194100 — 506,051 SOLD $41.6M — — —
✕ Interactive Brokers Group, Inc. 45841N107 — 544,135 SOLD $36.5M — — —
✕ Wingstop, Inc. 974155103 — 168,881 SOLD $26.2M — — —
✕ Ares Management Corp. 03990B101 — 194,295 SOLD $21.2M — — —