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Holdings (Monthly) Guide ↗

JPMorgan SMID Cap Equity Fund

· JPMorgan Trust II
Monthly Holdings $327M AUM 36 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 16 New 36 Added 62 Reduced 5 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 13,369,612 +4,292,779 $13.4M +47.3% 4.25% STIV
2 JPMorgan Securities Lending Money Market Fund 46645V642 Mar 2026 12,336,674 +4,036,617 $12.3M +48.6% 3.92% STIV
3 nVent Electric plc N/A Mar 2026 29,371 +12,093 $5.0M +30.4% 1.58% EC
4 Waste Connections, Inc. 94106B101 Mar 2026 25,856 +1,007 $4.3M +6.8% 1.37% EC
5 Envista Holdings Corp. 29415F104 Mar 2026 163,000 +16,954 $4.3M +15.9% 1.36% EC
6 iShares Russell Mid-Cap ETF 464287499 Mar 2026 35,391 +10,090 $3.9M +58.7% 1.24%
7 MSA Safety, Inc. 553498106 Mar 2026 21,413 +1,392 $3.7M +13.9% 1.19% EC
8 Kinsale Capital Group, Inc. 49714P108 Mar 2026 10,749 +208 $3.5M -1.6% 1.13% EC
9 SM Energy Co. 78454L100 Mar 2026 133,985 +36,278 $3.5M +14.8% 1.11% EC
10 StepStone Group, Inc. 85914M107 Mar 2026 82,403 +9,288 $3.4M -2.3% 1.08% EC
11 BJ's Wholesale Club Holdings, Inc. 05550J101 Mar 2026 38,985 +9,831 $3.4M +18.5% 1.08% EC
12 Domino's Pizza, Inc. 25754A201 Mar 2026 11,239 +1,313 $3.3M -6.6% 1.06% EC
13 Woodward, Inc. 980745103 Mar 2026 7,752 +1,045 $3.3M +37.4% 1.05% EC
14 Legence Corp. 52476L109 Mar 2026 36,503 +7,525 $3.1M +90.2% 0.99% EC
15 Atmos Energy Corp. 049560105 Mar 2026 17,736 +6,262 $3.1M +44.2% 0.97% EC
16 Brown & Brown, Inc. 115236101 Mar 2026 45,730 +1,536 $2.9M +1.8% 0.93% EC
17 Cboe Global Markets, Inc. 12503M108 Mar 2026 12,088 +76 $2.9M -13.1% 0.93% EC
18 LKQ Corp. 501889208 Mar 2026 105,338 +26,921 $2.8M +20.4% 0.88% EC
19 Planet Fitness, Inc. 72703H101 Mar 2026 52,302 +5,551 $2.7M -21.5% 0.87% EC
20 elf Beauty, Inc. 26856L103 Mar 2026 36,288 +6,194 $2.7M +47.2% 0.85% EC
21 DT Midstream, Inc. 23345M107 Mar 2026 18,201 +2,278 $2.7M +24.6% 0.85% EC
22 Mid-America Apartment Communities, Inc. 59522J103 Mar 2026 19,072 +3,970 $2.6M +43.7% 0.84% EC
23 Karman Holdings, Inc. 485924104 Mar 2026 52,558 +27,342 $2.6M +30.0% 0.83% EC
24 DigitalOcean Holdings, Inc. 25402D102 Mar 2026 16,242 +2,471 $2.6M +115.9% 0.81% EC
25 SS&C Technologies Holdings, Inc. 78467J100 Mar 2026 40,866 +3,460 $2.5M +0.3% 0.81% EC
26 Medpace Holdings, Inc. 58506Q109 Mar 2026 4,568 +1,845 $2.4M +85.0% 0.77% EC
27 EastGroup Properties, Inc. 277276101 Mar 2026 11,550 +565 $2.3M +15.1% 0.74% EC
28 Liberty Energy, Inc. 53115L104 Mar 2026 85,383 +35,634 $2.2M +56.1% 0.71% EC
29 Jack Henry & Associates, Inc. 426281101 Mar 2026 15,912 +1,957 $2.2M -0.6% 0.70% EC
30 Flowco Holdings, Inc. 342909108 Mar 2026 97,397 +18,931 $2.1M +28.6% 0.66% EC
31 Deckers Outdoor Corp. 243537107 Mar 2026 20,362 +5,465 $2.0M +35.6% 0.64% EC
32 Warby Parker, Inc. 93403J106 Mar 2026 61,139 +3,008 $1.9M +51.4% 0.59% EC
33 Shake Shack, Inc. 819047101 Mar 2026 32,711 +9,652 $1.8M -10.2% 0.58% EC
34 Molina Healthcare, Inc. 60855R100 Mar 2026 7,931 +742 $1.8M +89.3% 0.58% EC
35 Figure Technology Solutions, Inc. 349381103 Mar 2026 58,094 +15,416 $1.8M +23.1% 0.57% EC
36 Tyler Technologies, Inc. 902252105 Mar 2026 6,009 +94 $1.8M -13.2% 0.56% EC