Holdings of JPMorgan Large Cap Growth Fund
JPMorgan Trust II ·82 declared positions · as of Mar 31, 2026
Original filing · Net assets 107.4B $ · Ten largest lines: 49.1 % of the equity sleeve
Sector breakdown
- Technology 38.4 %
- Health care 15.2 %
- Communication 11.5 %
- Industrials 9.3 %
- Consumer discretionary 8.9 %
- Financials 7.2 %
- Consumer staples 7.0 %
- Energy 1.7 %
- Materials 0.4 %
- Utilities 0.3 %
- Unattributed 0.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 98.0 %
- TW 1.4 %
- CA 0.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 79 | 100.3B $ | 98.04 % |
| 2 | TW | 1 | 1.4B $ | 1.40 % |
| 3 | CA | 2 | 573.5M $ | 0.56 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 60,339,521 | 10.5B $ | 9.80 % |
| 2 | Apple Inc | 36,883,579 | 9.4B $ | 8.71 % |
| 3 | Alphabet Inc | 29,854,823 | 8.6B $ | 7.97 % |
| 4 | Microsoft Corp | 12,923,532 | 4.8B $ | 4.45 % |
| 5 | Tesla Inc | 9,675,422 | 3.6B $ | 3.35 % |
| 6 | Meta Platforms Inc | 5,609,873 | 3.2B $ | 2.99 % |
| 7 | Broadcom Inc | 9,775,208 | 3B $ | 2.82 % |
| 8 | Mastercard Inc | 4,836,443 | 2.4B $ | 2.25 % |
| 9 | GE Vernova Inc | 2,737,911 | 2.4B $ | 2.22 % |
| 10 | Johnson & Johnson | 9,496,788 | 2.3B $ | 2.16 % |
| 11 | Eli Lilly & Co | 2,434,597 | 2.2B $ | 2.08 % |
| 12 | Walmart Inc | 16,910,135 | 2.1B $ | 1.96 % |
| 13 | Amazon.com Inc | 10,051,103 | 2.1B $ | 1.95 % |
| 14 | Goldman Sachs Group Inc/The | 2,468,187 | 2.1B $ | 1.94 % |
| 15 | Insmed Inc | 10,633,939 | 1.7B $ | 1.62 % |
| 16 | Philip Morris International Inc. | 10,464,253 | 1.7B $ | 1.61 % |
| 17 | Gilead Sciences Inc | 12,360,249 | 1.7B $ | 1.60 % |
| 18 | Exxon Mobil Corp | 9,416,298 | 1.6B $ | 1.49 % |
| 19 | General Electric Co | 5,172,396 | 1.5B $ | 1.37 % |
| 20 | Coca-Cola Co/The | 19,238,692 | 1.5B $ | 1.36 % |
| 21 | Taiwan Semiconductor Manufacturing Co Ltd | 4,242,219 | 1.4B $ | 1.33 % |
| 22 | 3M Co | 9,864,661 | 1.4B $ | 1.33 % |
| 23 | International Business Machines Corp. | 5,820,429 | 1.4B $ | 1.31 % |
| 24 | RTX Corp | 7,019,340 | 1.4B $ | 1.26 % |
| 25 | Merck & Co Inc | 10,888,344 | 1.3B $ | 1.22 % |
| 26 | Ciena Corp | 3,327,347 | 1.3B $ | 1.20 % |
| 27 | Berkshire Hathaway Inc | 2,603,712 | 1.2B $ | 1.16 % |
| 28 | Charles Schwab Corp/The | 12,840,504 | 1.2B $ | 1.12 % |
| 29 | Natera Inc | 6,028,786 | 1.2B $ | 1.12 % |
| 30 | McDonald's Corp. | 3,677,571 | 1.1B $ | 1.06 % |
| 31 | Texas Instruments Inc | 5,620,477 | 1.1B $ | 1.02 % |
| 32 | McKesson Corp | 1,172,022 | 1B $ | 0.94 % |
| 33 | Western Digital Corp | 3,682,616 | 996.1M $ | 0.93 % |
| 34 | Alibaba Group Holding Ltd | 7,482,837 | 938.8M $ | 0.87 % |
| 35 | Advanced Micro Devices Inc | 4,552,935 | 926.2M $ | 0.86 % |
| 36 | Amgen Inc | 2,609,777 | 918.3M $ | 0.85 % |
| 37 | Amphenol Corp | 7,159,301 | 904.6M $ | 0.84 % |
| 38 | Abbott Laboratories | 8,678,880 | 891.1M $ | 0.83 % |
| 39 | Monster Beverage Corp | 11,900,035 | 862.3M $ | 0.80 % |
| 40 | Quanta Services Inc | 1,488,464 | 817.2M $ | 0.76 % |
| 41 | AbbVie Inc | 3,755,170 | 816.7M $ | 0.76 % |
| 42 | Lam Research Corp | 3,754,275 | 802.1M $ | 0.75 % |
| 43 | Deere & Co | 1,378,664 | 776.6M $ | 0.72 % |
| 44 | Procter & Gamble Co/The | 5,106,168 | 737.5M $ | 0.69 % |
| 45 | Union Pacific Corp | 3,002,598 | 728.5M $ | 0.68 % |
| 46 | Alnylam Pharmaceuticals Inc | 2,036,592 | 673.8M $ | 0.63 % |
| 47 | Lumentum Holdings Inc | 848,016 | 596M $ | 0.55 % |
| 48 | Analog Devices Inc | 1,729,841 | 550.3M $ | 0.51 % |
| 49 | Bristol-Myers Squibb Co | 8,749,509 | 530.7M $ | 0.49 % |
| 50 | Celestica Inc | 1,688,766 | 475.7M $ | 0.44 % |
| 51 | Freeport-McMoRan Inc | 6,686,247 | 393M $ | 0.37 % |
| 52 | Dollar General Corp | 3,015,525 | 358M $ | 0.33 % |
| 53 | DR Horton Inc | 2,229,939 | 306M $ | 0.28 % |
| 54 | Vistra Corp | 2,032,286 | 305.5M $ | 0.28 % |
| 55 | Rocket Lab Corp | 4,335,031 | 278.4M $ | 0.26 % |
| 56 | Booking Holdings Inc | 63,396 | 266.9M $ | 0.25 % |
| 57 | Twilio Inc | 2,024,087 | 254.7M $ | 0.24 % |
| 58 | Intercontinental Exchange Inc | 1,585,709 | 249.4M $ | 0.23 % |
| 59 | Trane Technologies PLC | 547,610 | 228.2M $ | 0.21 % |
| 60 | Intuit Inc | 517,577 | 223.8M $ | 0.21 % |
| 61 | Snowflake Inc | 1,366,320 | 206.1M $ | 0.19 % |
| 62 | ServiceNow Inc | 1,787,138 | 186.8M $ | 0.17 % |
| 63 | AutoZone Inc | 40,717 | 137.5M $ | 0.13 % |
| 64 | Oracle Corp | 910,857 | 134M $ | 0.12 % |
| 65 | Wayfair Inc | 1,621,511 | 122M $ | 0.11 % |
| 66 | Intuitive Surgical Inc | 262,847 | 121.2M $ | 0.11 % |
| 67 | Palantir Technologies Inc | 823,641 | 120.5M $ | 0.11 % |
| 68 | Carvana Co | 356,958 | 112.2M $ | 0.10 % |
| 69 | Cheniere Energy Inc | 385,732 | 109.5M $ | 0.10 % |
| 70 | MercadoLibre Inc | 56,973 | 98.5M $ | 0.09 % |
| 71 | Crowdstrike Holdings Inc | 250,707 | 97.9M $ | 0.09 % |
| 72 | Shopify Inc | 824,132 | 97.8M $ | 0.09 % |
| 73 | AppLovin Corp | 182,443 | 72.6M $ | 0.07 % |
| 74 | Robinhood Markets Inc | 959,906 | 66.5M $ | 0.06 % |
| 75 | Visa Inc | 212,178 | 64.1M $ | 0.06 % |
| 76 | Uber Technologies Inc | 887,506 | 63.8M $ | 0.06 % |
| 77 | Hims & Hers Health Inc | 1,976,315 | 41M $ | 0.04 % |
| 78 | DoorDash Inc | 198,053 | 29.7M $ | 0.03 % |
| 79 | Netflix Inc | 140,114 | 13.5M $ | 0.01 % |
| 80 | Cloudflare Inc | 64,737 | 13.4M $ | 0.01 % |
| 81 | ROBLOX Corp | 160,570 | 9.1M $ | 0.01 % |
| 82 | Sea Ltd | 101,491 | 8.4M $ | 0.01 % |