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Holdings (Monthly) Guide ↗

JPMorgan Large Cap Growth Fund

· JPMorgan Trust II
Monthly Holdings $122.1B AUM 31 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 Broadcom, Inc. 11135F101 Mar 2026 11,993,396 +2,218,188 $4.53B +49.7% 3.72% EC
4 Advanced Micro Devices, Inc. 007903107 Mar 2026 7,675,853 +3,122,918 $4.46B +381.4% 3.66% EC
5 Lam Research Corp. 512807306 Mar 2026 7,331,718 +3,577,443 $3.18B +296.1% 2.61% EC
6 Goldman Sachs Group, Inc. (The) 38141G104 Mar 2026 2,660,643 +192,456 $2.69B +28.9% 2.21% EC
7 Western Digital Corp. 958102105 Mar 2026 3,836,087 +153,471 $2.45B +146.0% 2.01% EC
8 GE Aerospace 369604301 Mar 2026 6,176,966 +1,004,570 $2.31B +57.3% 1.90% EC
9 Ciena Corp. 171779309 Mar 2026 4,307,044 +979,697 $2.11B +63.6% 1.73% EC
10 Texas Instruments, Inc. 882508104 Mar 2026 5,906,281 +285,804 $1.76B +61.3% 1.45% EC
11 Exxon Mobil Corp. 30231G102 Mar 2026 9,419,273 +2,975 $1.29B -19.4% 1.06% EC
12 Monster Beverage Corp. 61174X109 Mar 2026 12,674,939 +774,904 $1.22B +41.3% 1.00% EC
13 Quanta Services, Inc. 74762E102 Mar 2026 1,586,298 +97,834 $1.14B +39.8% 0.94% EC
14 Crowdstrike Holdings, Inc. 22788C105 Mar 2026 1,247,527 +996,820 $952.0M +872.7% 0.78% EC
15 Lumentum Holdings, Inc. 55024U109 Mar 2026 1,103,808 +255,792 $947.1M +58.9% 0.78% EC
16 Deere & Co. 244199105 Mar 2026 1,379,100 +436 $874.8M +12.6% 0.72% EC
17 Union Pacific Corp. 907818108 Mar 2026 3,003,547 +949 $817.0M +12.1% 0.67% EC
18 Freeport-McMoRan, Inc. 35671D857 Mar 2026 11,392,933 +4,706,686 $716.5M +82.3% 0.59% EC
19 Twilio, Inc. 90138F102 Mar 2026 3,318,463 +1,294,376 $684.7M +168.9% 0.56% EC
20 Rocket Lab Corp. 773121108 Mar 2026 4,336,400 +1,369 $440.8M +58.3% 0.36% EC
21 JPMorgan Securities Lending Money Market Fund 46645V642 Mar 2026 216,483,488 +191,755,056 $216.5M +775.4% 0.18% STIV
22 AppLovin Corp. 03831W108 Mar 2026 281,410 +98,967 $145.0M +99.7% 0.12% EC
23 Oracle Corp. 68389X105 Mar 2026 982,477 +71,620 $144.0M +7.5% 0.12% EC
24 AutoZone, Inc. 053332102 Mar 2026 40,730 +13 $130.2M -5.4% 0.11% EC
25 Carvana Co. 146869102 Mar 2026 1,785,354 +1,428,396 $117.5M +4.7% 0.10% EC
26 Visa, Inc. 92826C839 Mar 2026 212,245 +67 $72.8M +13.6% 0.06% EC
27 Hims & Hers Health, Inc. 433000106 Mar 2026 1,976,939 +624 $68.5M +67.1% 0.06% EC
28 DoorDash, Inc. 25809K105 Mar 2026 249,009 +50,956 $45.9M +54.5% 0.04% EC
29 Netflix, Inc. 64110L106 Mar 2026 580,652 +440,538 $41.5M +207.7% 0.03% EC
30 Cloudflare, Inc. 18915M107 Mar 2026 64,757 +20 $15.9M +18.9% 0.01% EC
31 ROBLOX Corp. 771049103 Mar 2026 160,621 +51 $8.7M -3.8% 0.01% EC