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Holdings (Monthly) Guide ↗

JPMorgan Growth Advantage Fund

· J.P. Morgan Mutual Fund Investment Trust
Monthly Holdings $22.7B AUM 114 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 37 New 15 Added 49 Reduced 13 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Alphabet, Inc. 02079K107 Mar 2026 7,068,868 +3,155,346 $2.50B +122.5% 11.14% EC
2 NVIDIA Corp. 67066G104 Mar 2026 11,973,232 -962,269 $2.40B +6.2% 10.69% EC
3 Broadcom, Inc. 11135F101 Mar 2026 3,065,538 -80,041 $1.16B +18.9% 5.17% EC
4 Apple, Inc. 037833100 Mar 2026 3,149,157 -3,302,606 $911.2M -44.3% 4.07% EC
5 Micron Technology, Inc. 595112103 Jun 2026 624,520 NEW $720.9M — 3.22% EC
6 Advanced Micro Devices, Inc. 007903107 Jun 2026 1,087,098 NEW $631.5M — 2.82% EC
7 Tesla, Inc. 88160R101 Mar 2026 1,475,891 -465,798 $620.8M -14.0% 2.77% EC
8 Meta Platforms, Inc. 30303M102 Mar 2026 1,026,525 -312,714 $578.2M -24.5% 2.58% EC
9 Eli Lilly & Co. 532457108 Mar 2026 316,041 -29,508 $379.1M +19.3% 1.69% EC
10 Palo Alto Networks, Inc. 697435105 Mar 2026 1,053,333 +58,420 $359.2M +125.2% 1.60% EC
11 Taiwan Semiconductor Manufacturing Co. Ltd. 874039100 Mar 2026 713,122 +3,835 $340.6M +42.1% 1.52% EC
12 Western Digital Corp. 958102105 Jun 2026 464,694 NEW $296.8M — 1.32% EC
13 JPMorgan Securities Lending Money Market Fund 46645V642 Jun 2026 293,086,612 NEW $293.1M — 1.31% STIV
14 Mastercard, Inc. 57636Q104 Mar 2026 563,118 -187,553 $289.2M -22.9% 1.29% EC
15 Comfort Systems USA, Inc. 199908104 Mar 2026 136,520 -12,745 $270.6M +31.5% 1.21% EC
16 Lam Research Corp. 512807306 Jun 2026 619,455 NEW $268.4M — 1.20% EC
17 JPMorgan Prime Money Market Fund 46637K844 Mar 2026 256,096,966 +28,977,801 $256.1M +12.7% 1.14% STIV
18 Quanta Services, Inc. 74762E102 Mar 2026 342,868 -133,881 $246.9M -5.7% 1.10% EC
19 Goldman Sachs Group, Inc. (The) 38141G104 Mar 2026 236,557 -22,087 $239.2M +9.3% 1.07% EC
20 Snowflake, Inc. 833445109 Mar 2026 922,366 +155,837 $234.7M +103.1% 1.05% EC
21 Teradyne, Inc. 880770102 Mar 2026 475,911 -152,619 $230.3M +23.6% 1.03% EC
22 Neurocrine Biosciences, Inc. 64125C109 Mar 2026 1,358,475 +35,114 $229.0M +31.3% 1.02% EC
23 Trane Technologies plc N/A Mar 2026 436,990 -4,357 $214.6M +109.6% 0.96% EC
24 DigitalOcean Holdings, Inc. 25402D102 Mar 2026 1,236,178 +520,274 $194.1M +216.1% 0.87% EC
25 AMETEK, Inc. 031100100 Mar 2026 794,673 -74,198 $192.3M +3.2% 0.86% EC
26 Crowdstrike Holdings, Inc. 22788C105 Mar 2026 243,814 +26,996 $186.1M +119.8% 0.83% EC
27 AppLovin Corp. 03831W108 Mar 2026 355,118 +111,097 $183.0M +88.4% 0.82% EC
28 DoorDash, Inc. 25809K105 Mar 2026 977,329 +58,526 $180.3M +30.7% 0.80% EC
29 ITT, Inc. 45073V108 Mar 2026 897,626 -198,988 $177.5M -15.0% 0.79% EC
30 Natera, Inc. 632307104 Mar 2026 652,974 -60,969 $177.2M +24.1% 0.79% EC
31 Microsoft Corp. 594918104 Mar 2026 470,967 -2,379,342 $175.7M -83.3% 0.78% EC
32 Howmet Aerospace, Inc. 443201108 Mar 2026 648,587 -60,554 $174.4M +6.7% 0.78% EC
33 Booking Holdings, Inc. 09857L108 Mar 2026 967,867 +914,286 $172.5M -23.5% 0.77% EC
34 Cerebras Systems, Inc. 15675D103 Jun 2026 771,544 NEW $170.5M — 0.76% EC
35 Williams Cos., Inc. (The) 969457100 Mar 2026 2,257,919 -210,822 $167.9M -6.6% 0.75% EC
36 Take-Two Interactive Software, Inc. 874054109 Mar 2026 640,059 -161,352 $160.0M +1.1% 0.71% EC
37 Entegris, Inc. 29362U104 Jun 2026 885,120 NEW $159.2M — 0.71% EC
38 Casey's General Stores, Inc. 147528103 Mar 2026 197,527 -18,443 $157.0M -0.1% 0.70% EC
39 Hilton Worldwide Holdings, Inc. 43300A203 Mar 2026 457,782 -42,744 $151.3M -0.6% 0.67% EC
40 Deere & Co. 244199105 Mar 2026 236,596 +12,352 $150.1M +18.8% 0.67% EC
41 Walmart, Inc. 931142103 Mar 2026 1,317,349 -122,999 $149.2M -16.6% 0.67% EC
42 Innio NV N/A Mar 2026 3,770,328 NEW $149.1M — 0.67% EC
43 Ciena Corp. 171779309 Mar 2026 302,724 -221,817 $148.5M -27.1% 0.66% EC
44 RTX Corp. 75513E101 Mar 2026 776,500 -72,504 $147.3M -10.0% 0.66% EC
45 BWX Technologies, Inc. 05605H100 Mar 2026 753,734 -70,376 $146.7M -12.9% 0.65% EC
46 Insmed, Inc. 457669307 Mar 2026 1,376,019 -128,476 $146.7M -40.4% 0.65% EC
47 Interactive Brokers Group, Inc. 45841N107 Mar 2026 1,677,959 -156,671 $146.0M +18.7% 0.65% EC
48 TJX Cos., Inc. (The) 872540109 Mar 2026 918,424 -623,352 $139.1M -43.5% 0.62% EC
49 MasTec, Inc. 576323109 Jun 2026 333,962 NEW $138.9M — 0.62% EC
50 Anthropic PBC N/A Mar 2026 234,096 NEW $137.9M — 0.62% EP
51 Allegro MicroSystems, Inc. 01749D105 Jun 2026 1,957,811 NEW $136.3M — 0.61% EC
52 Fabrinet N/A Mar 2026 240,397 NEW $135.1M — 0.60% EC
53 Johnson & Johnson 478160104 Mar 2026 525,366 -264,734 $133.4M -30.9% 0.60% EC
54 TechnipFMC plc N/A Mar 2026 1,998,131 NEW $132.5M — 0.59% EC
55 Cencora, Inc. 03073E105 Mar 2026 462,205 -43,154 $130.8M -17.6% 0.58% EC
56 Robinhood Markets, Inc. 770700102 Mar 2026 1,298,888 +255,434 $130.3M +80.1% 0.58% EC
57 Merck & Co., Inc. 58933Y105 Mar 2026 1,012,400 -94,525 $130.1M -2.3% 0.58% EC
58 Sandisk Corp. 80004C200 Jun 2026 56,303 NEW $128.0M — 0.57% EC
59 Performance Food Group Co. 71377A103 Mar 2026 1,143,715 -106,788 $127.9M +19.4% 0.57% EC
60 Bloom Energy Corp. 093712107 Jun 2026 419,986 NEW $127.1M — 0.57% EC
61 Teledyne Technologies, Inc. 879360105 Mar 2026 190,587 -17,794 $127.1M +0.8% 0.57% EC
62 Space Exploration Technologies Corp. 84615Q103 Jun 2026 736,570 NEW $125.9M — 0.56% EC
63 MKS, Inc. 55306N104 Jun 2026 279,306 NEW $124.2M — 0.55% EC
64 Twilio, Inc. 90138F102 Mar 2026 600,922 -56,108 $124.0M +50.0% 0.55% EC
65 Alnylam Pharmaceuticals, Inc. 02043Q107 Mar 2026 409,574 -38,241 $123.3M -16.8% 0.55% EC
66 EOG Resources, Inc. 26875P101 Mar 2026 936,614 -87,453 $121.5M -17.9% 0.54% EC
67 Thermo Fisher Scientific, Inc. 883556102 Mar 2026 238,892 -22,303 $119.8M -6.7% 0.53% EC
68 Intel Corp. 458140100 Jun 2026 836,876 NEW $116.9M — 0.52% EC
69 Philip Morris International, Inc. 718172109 Mar 2026 622,961 -58,164 $112.7M +0.1% 0.50% EC
70 3M Co. 88579Y101 Mar 2026 693,601 -380,643 $112.3M -28.0% 0.50% EC
71 Rockwell Automation, Inc. 773903109 Jun 2026 226,125 NEW $111.9M — 0.50% EC
72 Carpenter Technology Corp. 144285103 Jun 2026 181,009 NEW $111.7M — 0.50% EC
73 Royal Caribbean Cruises Ltd. N/A Mar 2026 337,187 NEW $107.1M — 0.48% EC
74 CBRE Group, Inc. 12504L109 Mar 2026 791,276 -73,882 $106.6M -9.1% 0.48% EC
75 JFrog Ltd. N/A Mar 2026 1,131,248 NEW $102.8M — 0.46% EC
76 Vicor Corp. 925815102 Jun 2026 269,087 NEW $102.2M — 0.46% EC
77 Kulicke & Soffa Industries, Inc. 501242101 Jun 2026 732,341 NEW $98.0M — 0.44% EC
78 Progressive Corp. (The) 743315103 Mar 2026 426,867 -39,855 $93.2M +0.8% 0.42% EC
79 Jabil, Inc. 466313103 Jun 2026 233,248 NEW $89.9M — 0.40% EC
80 Okta, Inc. 679295105 Jun 2026 656,309 NEW $89.6M — 0.40% EC
81 Live Nation Entertainment, Inc. 538034109 Mar 2026 485,576 -45,339 $88.9M +9.8% 0.40% EC
82 Lumentum Holdings, Inc. 55024U109 Jun 2026 102,930 NEW $88.3M — 0.39% EC
83 IQVIA Holdings, Inc. 46266C105 Mar 2026 455,675 -42,545 $88.0M +3.6% 0.39% EC
84 Caterpillar, Inc. 149123101 Jun 2026 82,200 NEW $87.5M — 0.39% EC
85 Astera Labs, Inc. 04626A103 Jun 2026 162,635 NEW $78.6M — 0.35% EC
86 Carvana Co. 146869102 Mar 2026 1,192,138 +931,448 $78.5M -4.3% 0.35% EC
87 Rocket Cos., Inc. 77311W101 Mar 2026 4,434,217 +1,017,036 $69.8M +43.4% 0.31% EC
88 Cloudflare, Inc. 18915M107 Mar 2026 280,684 -26,209 $68.8M +8.7% 0.31% EC
89 Intuitive Surgical, Inc. 46120E602 Mar 2026 163,737 -177,568 $65.1M -58.6% 0.29% EC
90 Mettler-Toledo International, Inc. 592688105 Mar 2026 44,873 -4,189 $57.3M -7.4% 0.26% EC
91 uniQure NV N/A Mar 2026 1,237,920 NEW $57.0M — 0.25% EC
92 Somnigroup International, Inc. 88023U101 Mar 2026 651,709 -60,852 $51.1M -3.0% 0.23% EC
93 Rhythm Pharmaceuticals, Inc. 76243J105 Jun 2026 456,132 NEW $50.6M — 0.23% EC
94 AutoZone, Inc. 053332102 Mar 2026 14,043 -31,863 $44.9M -71.1% 0.20% EC
95 Databricks, Inc. 1023727D Mar 2026 187,843 NEW $41.5M — 0.19% EP
96 VeraDermics, Inc. 922967104 Jun 2026 320,595 NEW $39.4M — 0.18% EC
97 Anduril Industries, Inc. N/A Mar 2026 307,352 NEW $21.2M — 0.09% EC
98 AlphaSense, Inc. N/A Mar 2026 1,319,662 NEW $18.1M — 0.08% EC
99 Openai N/A Mar 2026 26,202 NEW $18.0M — 0.08% EC
100 Amazon.com, Inc. 023135106 Mar 2026 66,891 -4,280,267 $15.9M -98.2% 0.07% EC
101 Canva Inc. N/A Mar 2026 8,663 NEW $14.3M — 0.06% EC
✕ Netflix, Inc. 64110L106 — 4,062,110 SOLD $390.6M — — —
✕ Intuit, Inc. 461202103 — 382,134 SOLD $165.2M — — —
✕ Gilead Sciences, Inc. 375558103 — 1,113,024 SOLD $155.1M — — —
✕ ON Semiconductor Corp. 682189105 — 2,405,455 SOLD $148.9M — — —
✕ Ulta Beauty, Inc. 90384S303 — 277,349 SOLD $145.0M — — —
✕ Oracle Corp. 68389X105 — 896,044 SOLD $131.8M — — —
✕ International Business Machines Corp. 459200101 — 347,343 SOLD $84.2M — — —
✕ Nuvalent, Inc. 670703107 — 709,351 SOLD $72.7M — — —
✕ Intercontinental Exchange, Inc. 45866F104 — 395,672 SOLD $62.2M — — —
✕ HubSpot, Inc. 443573100 — 252,854 SOLD $61.7M — — —
✕ Reddit, Inc. 75734B100 — 408,254 SOLD $55.0M — — —
✕ Shopify, Inc. 82509L107 — 412,132 SOLD $48.9M — — —
✕ ROBLOX Corp. 771049103 — 589,880 SOLD $33.4M — — —