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Holdings (Monthly) Guide ↗

JPMorgan Large Cap Value Fund

· JPMorgan Trust II
Monthly Holdings $5.2B AUM 34 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
Alphabet, Inc. 02079K107 454,435 SOLD $130.4M
AT&T, Inc. 00206R102 3,062,754 SOLD $88.8M
US Bancorp 902973304 1,703,708 SOLD $88.6M
Johnson & Johnson 478160104 350,324 SOLD $85.6M
Ryder System, Inc. 783549108 397,493 SOLD $81.4M
Philip Morris International, Inc. 718172109 446,476 SOLD $73.8M
Regeneron Pharmaceuticals, Inc. 75886F107 81,980 SOLD $63.3M
Dominion Energy, Inc. 25746U109 1,018,638 SOLD $63.0M
EOG Resources, Inc. 26875P101 425,635 SOLD $61.5M
Chevron Corp. 166764100 284,000 SOLD $58.8M
RTX Corp. 75513E101 303,568 SOLD $58.6M
Vertex Pharmaceuticals, Inc. 92532F100 130,212 SOLD $58.1M
Marsh & McLennan Cos., Inc. 571748102 330,970 SOLD $57.4M
Valero Energy Corp. 91913Y100 218,257 SOLD $53.9M
American Water Works Co., Inc. 030420103 380,687 SOLD $51.8M
Charter Communications, Inc. 16119P108 227,577 SOLD $49.1M
Diamondback Energy, Inc. 25278X109 214,927 SOLD $42.5M
Celanese Corp. 150870103 566,055 SOLD $37.2M
Healthpeak Properties, Inc. 42250P103 2,228,747 SOLD $36.6M
Procter & Gamble Co. (The) 742718109 242,395 SOLD $35.0M
Intercontinental Exchange, Inc. 45866F104 211,514 SOLD $33.3M
Quest Diagnostics, Inc. 74834L100 158,911 SOLD $31.1M
Exxon Mobil Corp. 30231G102 179,403 SOLD $30.4M
Baker Hughes Co. 05722G100 488,837 SOLD $29.8M
Warner Bros Discovery, Inc. 934423104 945,125 SOLD $26.0M
Norfolk Southern Corp. 655844108 89,009 SOLD $25.5M
Yum! Brands, Inc. 988498101 159,851 SOLD $24.9M
Zoetis, Inc. 98978V103 207,484 SOLD $24.5M
Saia, Inc. 78709Y105 60,726 SOLD $21.3M
Textron, Inc. 883203101 156,710 SOLD $13.7M
Wheaton Precious Metals Corp. 962879102 103,479 SOLD $13.6M
Humana, Inc. 444859102 58,419 SOLD $10.1M
Universal Display Corp. 91347P105 98,581 SOLD $9.0M
Carnival Corp. 143658300 201,103 SOLD $5.2M