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Holdings (Monthly) Guide ↗

JPMorgan SMID Cap Equity Fund

· JPMorgan Trust II
Monthly Holdings $327M AUM 5 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
Moelis & Co. 60786M105 42,270 SOLD $2.4M
Casey's General Stores, Inc. 147528103 2,843 SOLD $2.1M
AAON, Inc. 000360206 19,322 SOLD $1.6M
Doximity, Inc. 26622P107 42,349 SOLD $1.0M
Five Below, Inc. 33829M101 3,498 SOLD $0.8M