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Holdings (Monthly) Guide ↗

JPMorgan Hedged Equity 2 Fund

· JPMorgan Trust IV
Monthly Holdings $5.5B AUM 163 positions Period Mar 2026 Filed May 29, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp. 67066G104 Mar 2026 2,410,863 $420.5M 7.73% EC
2 Apple, Inc. 037833100 Mar 2026 1,334,765 $338.8M 6.22% EC
3 Microsoft Corp. 594918104 Mar 2026 757,372 $280.4M 5.15% EC
4 Amazon.com, Inc. 023135106 Mar 2026 1,038,787 $216.3M 3.98% EC
5 JPMorgan Prime Money Market Fund 46637K844 Mar 2026 171,756,376 $171.8M 3.16% STIV
6 Alphabet, Inc. 02079K305 Mar 2026 550,971 $158.4M 2.91% EC
7 Broadcom, Inc. 11135F101 Mar 2026 470,392 $145.6M 2.68% EC
8 N/A N/A Mar 2026 8,110 $136.7M 2.51% DE
9 Meta Platforms, Inc. 30303M102 Mar 2026 222,970 $127.6M 2.34% EC
10 Exxon Mobil Corp. 30231G102 Mar 2026 672,036 $114.0M 2.10% EC
11 Alphabet, Inc. 02079K107 Mar 2026 351,391 $100.8M 1.85% EC
12 Tesla, Inc. 88160R101 Mar 2026 249,377 $92.7M 1.70% EC
13 Berkshire Hathaway, Inc. 084670702 Mar 2026 151,478 $72.6M 1.33% EC
14 Johnson & Johnson 478160104 Mar 2026 293,987 $71.9M 1.32% EC
15 Mastercard, Inc. 57636Q104 Mar 2026 141,317 $70.6M 1.30% EC
16 AbbVie, Inc. 00287Y109 Mar 2026 274,602 $59.7M 1.10% EC
17 Eli Lilly & Co. 532457108 Mar 2026 61,316 $56.4M 1.04% EC
18 PepsiCo, Inc. 713448108 Mar 2026 358,748 $55.7M 1.02% EC
19 Visa, Inc. 92826C839 Mar 2026 178,246 $53.9M 0.99% EC
20 NextEra Energy, Inc. 65339F101 Mar 2026 569,314 $52.9M 0.97% EC
21 RTX Corp. 75513E101 Mar 2026 272,012 $52.5M 0.96% EC
22 Wells Fargo & Co. 949746101 Mar 2026 654,450 $52.1M 0.96% EC
23 Trane Technologies plc N/A Mar 2026 118,983 $49.6M 0.91% EC
24 Bank of America Corp. 060505104 Mar 2026 1,011,447 $49.3M 0.91% EC
25 AT&T, Inc. 00206R102 Mar 2026 1,612,703 $46.8M 0.86% EC
26 Lowe's Cos., Inc. 548661107 Mar 2026 196,374 $46.4M 0.85% EC
27 Howmet Aerospace, Inc. 443201108 Mar 2026 192,457 $44.4M 0.82% EC
28 Lam Research Corp. 512807306 Mar 2026 207,435 $44.3M 0.81% EC
29 EOG Resources, Inc. 26875P101 Mar 2026 304,837 $44.1M 0.81% EC
30 Walmart, Inc. 931142103 Mar 2026 335,824 $41.7M 0.77% EC
31 3M Co. 88579Y101 Mar 2026 286,254 $41.6M 0.76% EC
32 Charles Schwab Corp. (The) 808513105 Mar 2026 436,708 $41.0M 0.75% EC
33 McDonald's Corp. 580135101 Mar 2026 128,142 $39.8M 0.73% EC
34 Micron Technology, Inc. 595112103 Mar 2026 115,988 $39.2M 0.72% EC
35 Ecolab, Inc. 278865100 Mar 2026 146,777 $39.0M 0.72% EC
36 Oracle Corp. 68389X105 Mar 2026 261,440 $38.5M 0.71% EC
37 Philip Morris International, Inc. 718172109 Mar 2026 229,001 $37.9M 0.70% EC
38 Stryker Corp. 863667101 Mar 2026 112,420 $36.9M 0.68% EC
39 Analog Devices, Inc. 032654105 Mar 2026 113,908 $36.2M 0.67% EC
40 Amphenol Corp. 032095101 Mar 2026 281,003 $35.5M 0.65% EC
41 Hilton Worldwide Holdings, Inc. 43300A203 Mar 2026 112,597 $34.2M 0.63% EC
42 Netflix, Inc. 64110L106 Mar 2026 352,284 $33.9M 0.62% EC
43 ServiceNow, Inc. 81762P102 Mar 2026 321,492 $33.6M 0.62% EC
44 Walt Disney Co. (The) 254687106 Mar 2026 347,337 $33.5M 0.62% EC
45 Deere & Co. 244199105 Mar 2026 57,597 $32.4M 0.60% EC
46 Mondelez International, Inc. 609207105 Mar 2026 558,733 $32.2M 0.59% EC
47 Bristol-Myers Squibb Co. 110122108 Mar 2026 523,685 $31.8M 0.58% EC
48 Texas Instruments, Inc. 882508104 Mar 2026 160,410 $31.1M 0.57% EC
49 Advanced Micro Devices, Inc. 007903107 Mar 2026 141,150 $28.7M 0.53% EC
50 Arthur J Gallagher & Co. 363576109 Mar 2026 131,584 $28.5M 0.52% EC
51 UnitedHealth Group, Inc. 91324P102 Mar 2026 105,307 $28.5M 0.52% EC
52 Ventas, Inc. 92276F100 Mar 2026 341,597 $27.9M 0.51% EC
53 Sempra 816851109 Mar 2026 280,802 $27.3M 0.50% EC
54 Ross Stores, Inc. 778296103 Mar 2026 125,058 $27.1M 0.50% EC
55 Seagate Technology Holdings plc N/A Mar 2026 69,132 $27.1M 0.50% EC
56 Aon plc N/A Mar 2026 82,918 $26.8M 0.49% EC
57 US Bancorp 902973304 Mar 2026 512,478 $26.7M 0.49% EC
58 Medtronic plc N/A Mar 2026 304,707 $26.4M 0.49% EC
59 Yum! Brands, Inc. 988498101 Mar 2026 167,922 $26.1M 0.48% EC
60 Regeneron Pharmaceuticals, Inc. 75886F107 Mar 2026 33,658 $26.0M 0.48% EC
61 Entergy Corp. 29364G103 Mar 2026 230,417 $25.9M 0.48% EC
62 NXP Semiconductors NV N/A Mar 2026 129,982 $25.6M 0.47% EC
63 Linde plc N/A Mar 2026 51,320 $25.4M 0.47% EC
64 Baker Hughes Co. 05722G100 Mar 2026 406,907 $24.8M 0.46% EC
65 Equinix, Inc. 29444U700 Mar 2026 25,181 $24.7M 0.45% EC
66 Southern Co. (The) 842587107 Mar 2026 249,066 $24.0M 0.44% EC
67 Citigroup, Inc. 172967424 Mar 2026 208,730 $23.7M 0.44% EC
68 Eaton Corp. plc N/A Mar 2026 65,524 $23.4M 0.43% EC
69 Palantir Technologies, Inc. 69608A108 Mar 2026 157,690 $23.1M 0.42% EC
70 Capital One Financial Corp. 14040H105 Mar 2026 125,060 $22.8M 0.42% EC
71 Cognizant Technology Solutions Corp. 192446102 Mar 2026 367,580 $22.6M 0.41% EC
72 Morgan Stanley 617446448 Mar 2026 132,333 $21.8M 0.40% EC
73 Boston Scientific Corp. 101137107 Mar 2026 345,945 $21.7M 0.40% EC
74 Intuit, Inc. 461202103 Mar 2026 49,777 $21.5M 0.40% EC
75 GE Vernova, Inc. 36828A101 Mar 2026 24,520 $21.4M 0.39% EC
76 Edwards Lifesciences Corp. 28176E108 Mar 2026 267,001 $21.4M 0.39% EC
77 JPMorgan U.S. Government Money Market Fund 4812C2270 Mar 2026 20,772,284 $20.8M 0.38% STIV
78 Fifth Third Bancorp 316773100 Mar 2026 434,838 $20.2M 0.37% EC
79 Chipotle Mexican Grill, Inc. 169656105 Mar 2026 615,713 $19.7M 0.36% EC
80 American Express Co. 025816109 Mar 2026 65,099 $19.7M 0.36% EC
81 Arista Networks, Inc. 040413205 Mar 2026 157,959 $19.4M 0.36% EC
82 FedEx Corp. 31428X106 Mar 2026 54,307 $19.3M 0.36% EC
83 Corpay, Inc. 219948106 Mar 2026 66,325 $19.3M 0.35% EC
84 Welltower, Inc. 95040Q104 Mar 2026 96,797 $19.1M 0.35% EC
85 TransDigm Group, Inc. 893641100 Mar 2026 16,285 $18.9M 0.35% EC
86 Leidos Holdings, Inc. 525327102 Mar 2026 119,331 $18.6M 0.34% EC
87 Vertex Pharmaceuticals, Inc. 92532F100 Mar 2026 41,278 $18.4M 0.34% EC
88 Cigna Group (The) 125523100 Mar 2026 68,854 $18.4M 0.34% EC
89 AutoZone, Inc. 053332102 Mar 2026 5,392 $18.2M 0.33% EC
90 Burlington Stores, Inc. 122017106 Mar 2026 55,500 $18.1M 0.33% EC
91 Union Pacific Corp. 907818108 Mar 2026 74,073 $18.0M 0.33% EC
92 Danaher Corp. 235851102 Mar 2026 94,586 $17.9M 0.33% EC
93 Dover Corp. 260003108 Mar 2026 83,269 $17.4M 0.32% EC
94 CME Group, Inc. 12572Q105 Mar 2026 57,118 $16.9M 0.31% EC
95 Diamondback Energy, Inc. 25278X109 Mar 2026 77,273 $15.3M 0.28% EC
96 Western Digital Corp. 958102105 Mar 2026 55,563 $15.0M 0.28% EC
97 PPG Industries, Inc. 693506107 Mar 2026 138,667 $14.8M 0.27% EC
98 Carnival Corp. 143658300 Mar 2026 565,434 $14.6M 0.27% EC
99 Keurig Dr Pepper, Inc. 49271V100 Mar 2026 545,180 $14.4M 0.26% EC
100 Fidelity National Information Services, Inc. 31620M106 Mar 2026 293,131 $13.8M 0.25% EC
101 Autodesk, Inc. 052769106 Mar 2026 55,513 $13.3M 0.24% EC
102 Emerson Electric Co. 291011104 Mar 2026 99,930 $13.1M 0.24% EC
103 Cadence Design Systems, Inc. 127387108 Mar 2026 45,770 $12.7M 0.23% EC
104 NIKE, Inc. 654106103 Mar 2026 238,277 $12.6M 0.23% EC
105 Expedia Group, Inc. 30212P303 Mar 2026 53,919 $12.4M 0.23% EC
106 Apollo Global Management, Inc. 03769M106 Mar 2026 103,259 $11.5M 0.21% EC
107 Accenture plc N/A Mar 2026 57,603 $11.4M 0.21% EC
108 Masco Corp. 574599106 Mar 2026 187,709 $11.3M 0.21% EC
109 Progressive Corp. (The) 743315103 Mar 2026 55,532 $11.0M 0.20% EC
110 McKesson Corp. 58155Q103 Mar 2026 12,397 $10.7M 0.20% EC
111 Vulcan Materials Co. 929160109 Mar 2026 39,010 $10.6M 0.20% EC
112 Blackstone, Inc. 09260D107 Mar 2026 91,328 $10.5M 0.19% EC
113 Altria Group, Inc. 02209S103 Mar 2026 158,354 $10.4M 0.19% EC
114 EQT Corp. 26884L109 Mar 2026 163,232 $10.4M 0.19% EC
115 Church & Dwight Co., Inc. 171340102 Mar 2026 109,976 $10.3M 0.19% EC
116 Equity LifeStyle Properties, Inc. 29472R108 Mar 2026 164,323 $10.3M 0.19% EC
117 Humana, Inc. 444859102 Mar 2026 58,029 $10.1M 0.18% EC
118 Waters Corp. 941848103 Mar 2026 33,638 $10.0M 0.18% EC
119 Booking Holdings, Inc. 09857L108 Mar 2026 2,363 $9.9M 0.18% EC
120 Comcast Corp. 20030N101 Mar 2026 341,461 $9.8M 0.18% EC
121 Martin Marietta Materials, Inc. 573284106 Mar 2026 16,307 $9.6M 0.18% EC
122 Textron, Inc. 883203101 Mar 2026 105,903 $9.3M 0.17% EC
123 Chubb Ltd. N/A Mar 2026 28,216 $9.2M 0.17% EC
124 SBA Communications Corp. 78410G104 Mar 2026 50,331 $8.7M 0.16% EC
125 Otis Worldwide Corp. 68902V107 Mar 2026 109,772 $8.5M 0.16% EC
126 Ingersoll Rand, Inc. 45687V106 Mar 2026 103,568 $8.3M 0.15% EC
127 Carrier Global Corp. 14448C104 Mar 2026 138,073 $7.8M 0.14% EC
128 Delta Air Lines, Inc. 247361702 Mar 2026 115,437 $7.7M 0.14% EC
129 State Street Corp. 857477103 Mar 2026 60,616 $7.7M 0.14% EC
130 United Rentals, Inc. 911363109 Mar 2026 10,448 $7.6M 0.14% EC
131 Arch Capital Group Ltd. N/A Mar 2026 76,959 $7.4M 0.14% EC
132 HCA Healthcare, Inc. 40412C101 Mar 2026 15,241 $7.2M 0.13% EC
133 Motorola Solutions, Inc. 620076307 Mar 2026 15,419 $6.7M 0.12% EC
134 Omnicom Group, Inc. 681919106 Mar 2026 78,972 $5.9M 0.11% EC
135 Corning, Inc. 219350105 Mar 2026 39,851 $5.4M 0.10% EC
136 American Tower Corp. 03027X100 Mar 2026 31,046 $5.4M 0.10% EC
137 Toast, Inc. 888787108 Mar 2026 192,860 $5.1M 0.09% EC
138 AppLovin Corp. 03831W108 Mar 2026 12,550 $5.0M 0.09% EC
139 Ameriprise Financial, Inc. 03076C106 Mar 2026 11,124 $4.9M 0.09% EC
140 Fortinet, Inc. 34959E109 Mar 2026 60,074 $4.9M 0.09% EC
141 DoorDash, Inc. 25809K105 Mar 2026 32,060 $4.8M 0.09% EC
142 Merck & Co., Inc. 58933Y105 Mar 2026 37,257 $4.5M 0.08% EC
143 Vertiv Holdings Co. 92537N108 Mar 2026 17,364 $4.4M 0.08% EC
144 Roper Technologies, Inc. 776696106 Mar 2026 12,060 $4.3M 0.08% EC
145 Lennar Corp. 526057104 Mar 2026 46,517 $4.0M 0.07% EC
146 United Airlines Holdings, Inc. 910047109 Mar 2026 43,106 $4.0M 0.07% EC
147 Neurocrine Biosciences, Inc. 64125C109 Mar 2026 28,911 $3.8M 0.07% EC
148 Medline, Inc. 58507V107 Mar 2026 85,155 $3.8M 0.07% EC
149 Warner Music Group Corp. 934550203 Mar 2026 145,213 $3.7M 0.07% EC
150 Aptiv plc N/A Mar 2026 46,387 $3.2M 0.06% EC
151 Salesforce, Inc. 79466L302 Mar 2026 16,955 $3.2M 0.06% EC
152 Vistra Corp. 92840M102 Mar 2026 18,642 $2.8M 0.05% EC
153 Affirm Holdings, Inc. 00827B106 Mar 2026 61,085 $2.8M 0.05% EC
154 NRG Energy, Inc. 629377508 Mar 2026 18,602 $2.7M 0.05% EC
155 Charter Communications, Inc. 16119P108 Mar 2026 11,906 $2.6M 0.05% EC
156 Ball Corp. 058498106 Mar 2026 34,647 $2.0M 0.04% EC
157 WEX, Inc. 96208T104 Mar 2026 12,872 $2.0M 0.04% EC
158 EchoStar Corp. 278768106 Mar 2026 14,278 $1.7M 0.03% EC
159 Ares Management Corp. 03990B101 Mar 2026 5,963 $651K 0.01% EC
160 JPMorgan Securities Lending Money Market Fund 46645V642 Mar 2026 209,809 $210K 0.00% STIV
161 N/A N/A Mar 2026 484 $-373141 -0.01% DE
162 N/A N/A Mar 2026 -8,110 $-729900 -0.01% DE
163 N/A N/A Mar 2026 -8,110 $-11110700 -0.20% DE