BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

JPMorgan Large Cap Value Fund

· JPMorgan Trust II
Monthly Holdings $5.2B AUM 26 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 48 New 26 Added 30 Reduced 34 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Wells Fargo & Co. 949746101 Mar 2026 1,820,612 +209,558 $150.5M +17.3% 2.91% EC
2 Meta Platforms, Inc. 30303M102 Mar 2026 255,197 +23,349 $143.7M +8.4% 2.78% EC
3 Southwest Airlines Co. 844741108 Mar 2026 2,331,213 +1,793,506 $119.9M +493.4% 2.32% EC
4 GE HealthCare Technologies, Inc. 36266G107 Mar 2026 1,736,938 +532,548 $111.2M +29.7% 2.15% EC
5 AvalonBay Communities, Inc. 053484101 Mar 2026 549,779 +239,595 $103.7M +104.7% 2.01% EC
6 Walt Disney Co. (The) 254687106 Mar 2026 952,814 +404,233 $91.7M +73.5% 1.78% EC
7 Flowserve Corp. 34354P105 Mar 2026 1,183,865 +449,533 $87.8M +62.6% 1.70% EC
8 Arthur J Gallagher & Co. 363576109 Mar 2026 368,513 +128,961 $84.6M +63.1% 1.64% EC
9 AbbVie, Inc. 00287Y109 Mar 2026 320,653 +73,124 $80.7M +49.9% 1.56% EC
10 NXP Semiconductors NV N/A Mar 2026 284,985 +78,064 $80.1M +95.2% 1.55% EC
11 Charles Schwab Corp. (The) 808513105 Mar 2026 850,893 +43,837 $78.5M +3.5% 1.52% EC
12 NextEra Energy, Inc. 65339F101 Mar 2026 804,923 +131,077 $70.6M +12.9% 1.37% EC
13 EQT Corp. 26884L109 Mar 2026 1,321,218 +260,878 $70.2M +4.1% 1.36% EC
14 Toast, Inc. 888787108 Mar 2026 2,231,993 +400,988 $62.1M +27.9% 1.20% EC
15 Dover Corp. 260003108 Mar 2026 267,225 +112,318 $59.9M +85.6% 1.16% EC
16 IQVIA Holdings, Inc. 46266C105 Mar 2026 296,897 +175,360 $57.4M +176.8% 1.11% EC
17 Citigroup, Inc. 172967424 Mar 2026 310,146 +213,670 $43.4M +296.7% 0.84% EC
18 Corpay, Inc. 219948106 Mar 2026 127,064 +65,206 $42.3M +135.3% 0.82% EC
19 JPMorgan Securities Lending Money Market Fund 46645V642 Mar 2026 39,322,683 +34,243,299 $39.3M +674.2% 0.76% STIV
20 PPG Industries, Inc. 693506107 Mar 2026 312,403 +71,711 $37.9M +47.3% 0.73% EC
21 Elevance Health, Inc. 036752103 Mar 2026 96,641 +58,743 $37.4M +236.9% 0.72% EC
22 Chemours Co. (The) 163851108 Mar 2026 1,577,721 +280,186 $32.4M +13.3% 0.63% EC
23 Ball Corp. 058498106 Mar 2026 351,642 +7,074 $21.9M +7.7% 0.43% EC
24 UDR, Inc. 902653104 Mar 2026 498,770 +134,452 $19.9M +61.8% 0.39% EC
25 EquipmentShare.com, Inc. 29445S100 Mar 2026 844,941 +244,116 $16.6M +35.7% 0.32% EC
26 Skyworks Solutions, Inc. 83088M102 Mar 2026 220,130 +84,874 $14.9M +106.1% 0.29% EC