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Holdings (Monthly) Guide ↗

JPMorgan Large Cap Growth Fund

· JPMorgan Trust II
Monthly Holdings $122.1B AUM 102 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 17 New 31 Added 33 Reduced 20 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA Corp. 67066G104 Mar 2026 62,922,423 +2,582,902 $12.59B +19.6% 10.34% EC
2 Alphabet, Inc. 02079K107 Mar 2026 33,754,270 +3,899,447 $11.93B +39.3% 9.79% EC
3 Apple, Inc. 037833100 Mar 2026 23,039,398 -13,844,181 $6.67B -28.8% 5.47% EC
4 Micron Technology, Inc. 595112103 Jun 2026 4,356,465 NEW $5.03B — 4.13% EC
5 Broadcom, Inc. 11135F101 Mar 2026 11,993,396 +2,218,188 $4.53B +49.7% 3.72% EC
6 Advanced Micro Devices, Inc. 007903107 Mar 2026 7,675,853 +3,122,918 $4.46B +381.4% 3.66% EC
7 Tesla, Inc. 88160R101 Mar 2026 8,319,712 -1,355,710 $3.50B -2.7% 2.87% EC
8 Lam Research Corp. 512807306 Mar 2026 7,331,718 +3,577,443 $3.18B +296.1% 2.61% EC
9 Applied Materials, Inc. 038222105 Jun 2026 4,386,509 NEW $3.17B — 2.60% EC
10 GE Vernova, Inc. 36828A101 Mar 2026 2,599,109 -138,802 $3.05B +27.8% 2.51% EC
11 Sandisk Corp. 80004C200 Jun 2026 1,240,040 NEW $2.82B — 2.32% EC
12 Goldman Sachs Group, Inc. (The) 38141G104 Mar 2026 2,660,643 +192,456 $2.69B +28.9% 2.21% EC
13 Western Digital Corp. 958102105 Mar 2026 3,836,087 +153,471 $2.45B +146.0% 2.01% EC
14 Caterpillar, Inc. 149123101 Jun 2026 2,247,078 NEW $2.39B — 1.96% EC
15 Eli Lilly & Co. 532457108 Mar 2026 1,977,028 -457,569 $2.37B +5.9% 1.95% EC
16 GE Aerospace 369604301 Mar 2026 6,176,966 +1,004,570 $2.31B +57.3% 1.90% EC
17 Corning, Inc. 219350105 Jun 2026 8,277,534 NEW $2.11B — 1.74% EC
18 Ciena Corp. 171779309 Mar 2026 4,307,044 +979,697 $2.11B +63.6% 1.73% EC
19 Meta Platforms, Inc. 30303M102 Mar 2026 3,640,254 -1,969,619 $2.05B -36.1% 1.68% EC
20 Taiwan Semiconductor Manufacturing Co. Ltd. 874039100 Mar 2026 4,242,219 — $2.03B +41.3% 1.66% EC
21 Texas Instruments, Inc. 882508104 Mar 2026 5,906,281 +285,804 $1.76B +61.3% 1.45% EC
22 Johnson & Johnson 478160104 Mar 2026 6,791,600 -2,705,188 $1.72B -25.7% 1.42% EC
23 Dell Technologies, Inc. 24703L202 Jun 2026 3,895,850 NEW $1.68B — 1.38% EC
24 Philip Morris International, Inc. 718172109 Mar 2026 8,955,751 -1,508,502 $1.62B -6.4% 1.33% EC
25 Natera, Inc. 632307104 Mar 2026 5,550,940 -477,846 $1.51B +25.0% 1.24% EC
26 Microsoft Corp. 594918104 Mar 2026 4,016,610 -8,906,922 $1.50B -68.7% 1.23% EC
27 Walmart, Inc. 931142103 Mar 2026 11,808,678 -5,101,457 $1.34B -36.4% 1.10% EC
28 Exxon Mobil Corp. 30231G102 Mar 2026 9,419,273 +2,975 $1.29B -19.4% 1.06% EC
29 JPMorgan Prime Money Market Fund 46637K844 Mar 2026 1,264,661,921 -3,734,838,129 $1.26B -74.7% 1.04% STIV
30 Mastercard, Inc. 57636Q104 Mar 2026 2,400,275 -2,436,168 $1.23B -49.0% 1.01% EC
31 Amazon.com, Inc. 023135106 Mar 2026 5,112,967 -4,938,136 $1.22B -41.8% 1.00% EC
32 Monster Beverage Corp. 61174X109 Mar 2026 12,674,939 +774,904 $1.22B +41.3% 1.00% EC
33 Quanta Services, Inc. 74762E102 Mar 2026 1,586,298 +97,834 $1.14B +39.8% 0.94% EC
34 Palo Alto Networks, Inc. 697435105 Jun 2026 3,149,899 NEW $1.07B — 0.88% EC
35 Marvell Technology, Inc. 573874104 Jun 2026 3,259,483 NEW $971.0M — 0.80% EC
36 Coca-Cola Co. (The) 191216100 Mar 2026 11,772,666 -7,466,026 $956.8M -34.6% 0.79% EC
37 Crowdstrike Holdings, Inc. 22788C105 Mar 2026 1,247,527 +996,820 $952.0M +872.7% 0.78% EC
38 Lumentum Holdings, Inc. 55024U109 Mar 2026 1,103,808 +255,792 $947.1M +58.9% 0.78% EC
39 Amphenol Corp. 032095101 Mar 2026 5,194,328 -1,964,973 $915.9M +1.2% 0.75% EC
40 Deere & Co. 244199105 Mar 2026 1,379,100 +436 $874.8M +12.6% 0.72% EC
41 Merck & Co., Inc. 58933Y105 Mar 2026 6,659,099 -4,229,245 $855.7M -34.7% 0.70% EC
42 RTX Corp. 75513E101 Mar 2026 4,418,980 -2,600,360 $838.4M -38.1% 0.69% EC
43 Gilead Sciences, Inc. 375558103 Mar 2026 6,568,877 -5,791,372 $829.9M -51.8% 0.68% EC
44 Union Pacific Corp. 907818108 Mar 2026 3,003,547 +949 $817.0M +12.1% 0.67% EC
45 3M Co. 88579Y101 Mar 2026 4,751,099 -5,113,562 $769.3M -46.3% 0.63% EC
46 Vertiv Holdings Co. 92537N108 Jun 2026 2,259,603 NEW $756.6M — 0.62% EC
47 Cisco Systems, Inc. 17275R102 Jun 2026 6,320,160 NEW $742.4M — 0.61% EC
48 Bloom Energy Corp. 093712107 Jun 2026 2,417,080 NEW $731.7M — 0.60% EC
49 Freeport-McMoRan, Inc. 35671D857 Mar 2026 11,392,933 +4,706,686 $716.5M +82.3% 0.59% EC
50 McDonald's Corp. 580135101 Mar 2026 2,638,189 -1,039,382 $713.1M -37.6% 0.59% EC
51 Twilio, Inc. 90138F102 Mar 2026 3,318,463 +1,294,376 $684.7M +168.9% 0.56% EC
52 Analog Devices, Inc. 032654105 Mar 2026 1,696,332 -33,509 $673.7M +22.4% 0.55% EC
53 Teradyne, Inc. 880770102 Jun 2026 1,291,981 NEW $625.1M — 0.51% EC
54 Berkshire Hathaway, Inc. 084670702 Mar 2026 1,210,012 -1,393,700 $605.5M -51.5% 0.50% EC
55 Celestica, Inc. 15101Q207 Mar 2026 1,478,159 -210,607 $539.2M +13.4% 0.44% EC
56 DigitalOcean Holdings, Inc. 25402D102 Jun 2026 3,333,496 NEW $523.5M — 0.43% EC
57 Rocket Lab Corp. 773121108 Mar 2026 4,336,400 +1,369 $440.8M +58.3% 0.36% EC
58 Charles Schwab Corp. (The) 808513105 Mar 2026 4,129,082 -8,711,422 $381.0M -68.4% 0.31% EC
59 MKS, Inc. 55306N104 Jun 2026 800,077 NEW $355.9M — 0.29% EC
60 Insmed, Inc. 457669307 Mar 2026 2,790,132 -7,843,807 $297.5M -82.9% 0.24% EC
61 International Business Machines Corp. 459200101 Mar 2026 905,473 -4,914,956 $254.6M -82.0% 0.21% EC
62 Amgen, Inc. 031162100 Mar 2026 613,400 -1,996,377 $222.1M -75.8% 0.18% EC
63 Revolution Medicines, Inc. 76155X100 Jun 2026 1,166,558 NEW $218.5M — 0.18% EC
64 JPMorgan Securities Lending Money Market Fund 46645V642 Mar 2026 216,483,488 +191,755,056 $216.5M +775.4% 0.18% STIV
65 Procter & Gamble Co. (The) 742718109 Mar 2026 1,452,889 -3,653,279 $213.1M -71.1% 0.17% EC
66 Space Exploration Technologies Corp. 84615Q103 Jun 2026 1,087,073 NEW $185.7M — 0.15% EC
67 AppLovin Corp. 03831W108 Mar 2026 281,410 +98,967 $145.0M +99.7% 0.12% EC
68 Oracle Corp. 68389X105 Mar 2026 982,477 +71,620 $144.0M +7.5% 0.12% EC
69 AutoZone, Inc. 053332102 Mar 2026 40,730 +13 $130.2M -5.4% 0.11% EC
70 Carvana Co. 146869102 Mar 2026 1,785,354 +1,428,396 $117.5M +4.7% 0.10% EC
71 Snowflake, Inc. 833445109 Mar 2026 348,065 -1,018,255 $88.6M -57.0% 0.07% EC
72 McKesson Corp. 58155Q103 Mar 2026 116,690 -1,055,332 $88.2M -91.3% 0.07% EC
73 Visa, Inc. 92826C839 Mar 2026 212,245 +67 $72.8M +13.6% 0.06% EC
74 Hims & Hers Health, Inc. 433000106 Mar 2026 1,976,939 +624 $68.5M +67.1% 0.06% EC
75 Alnylam Pharmaceuticals, Inc. 02043Q107 Mar 2026 211,216 -1,825,376 $63.6M -90.6% 0.05% EC
76 Bristol-Myers Squibb Co. 110122108 Mar 2026 1,087,823 -7,661,686 $62.7M -88.2% 0.05% EC
77 Cerebras Systems, Inc. 15675D103 Jun 2026 246,541 NEW $54.5M — 0.04% EC
78 DoorDash, Inc. 25809K105 Mar 2026 249,009 +50,956 $45.9M +54.5% 0.04% EC
79 Palantir Technologies, Inc. 69608A108 Mar 2026 357,986 -465,655 $41.8M -65.3% 0.03% EC
80 Netflix, Inc. 64110L106 Mar 2026 580,652 +440,538 $41.5M +207.7% 0.03% EC
81 Cloudflare, Inc. 18915M107 Mar 2026 64,757 +20 $15.9M +18.9% 0.01% EC
82 ROBLOX Corp. 771049103 Mar 2026 160,621 +51 $8.7M -3.8% 0.01% EC
✕ Alibaba Group Holding Ltd. 01609W102 — 7,482,837 SOLD $938.8M — — —
✕ Abbott Laboratories 002824100 — 8,678,880 SOLD $891.1M — — —
✕ AbbVie, Inc. 00287Y109 — 3,755,170 SOLD $816.7M — — —
✕ Dollar General Corp. 256677105 — 3,015,525 SOLD $358.0M — — —
✕ DR Horton, Inc. 23331A109 — 2,229,939 SOLD $306.0M — — —
✕ Vistra Corp. 92840M102 — 2,032,286 SOLD $305.5M — — —
✕ Booking Holdings, Inc. 09857L108 — 63,396 SOLD $266.9M — — —
✕ Intercontinental Exchange, Inc. 45866F104 — 1,585,709 SOLD $249.4M — — —
✕ Trane Technologies plc N/A — 547,610 SOLD $228.2M — — —
✕ Intuit, Inc. 461202103 — 517,577 SOLD $223.8M — — —
✕ ServiceNow, Inc. 81762P102 — 1,787,138 SOLD $186.8M — — —
✕ Wayfair, Inc. 94419L101 — 1,621,511 SOLD $122.0M — — —
✕ Intuitive Surgical, Inc. 46120E602 — 262,847 SOLD $121.2M — — —
✕ Cheniere Energy, Inc. 16411R208 — 385,732 SOLD $109.5M — — —
✕ JPMorgan U.S. Government Money Market Fund 4812C2270 — 109,316,466 SOLD $109.3M — — —
✕ MercadoLibre, Inc. 58733R102 — 56,973 SOLD $98.5M — — —
✕ Shopify, Inc. 82509L107 — 824,132 SOLD $97.8M — — —
✕ Robinhood Markets, Inc. 770700102 — 959,906 SOLD $66.5M — — —
✕ Uber Technologies, Inc. 90353T100 — 887,506 SOLD $63.8M — — —
✕ Sea Ltd. 81141R100 — 101,491 SOLD $8.4M — — —