Titelia

Holdings of JPMorgan Small Cap Value Fund

ISIN US4812C02250

JPMorgan Trust II · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 1.1B $ in equities, 98.8 %
Positions
486 in 14 countries
Top ten
8.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Arcosa Inc 34,5883.7M $0.32 %
102ConnectOne Bancorp Inc 135,2863.6M $0.32 %
103Valaris Ltd 36,8973.6M $0.32 %
104First Merchants Corp 93,3273.6M $0.32 %
105Xenia Hotels & Resorts Inc 242,0563.6M $0.31 %
106OceanFirst Financial Corp 198,4503.6M $0.31 %
107Adeia Inc 148,1643.6M $0.31 %
108Sanmina Corp 26,8643.5M $0.30 %
109Curbline Properties Corp 134,7633.5M $0.30 %
110Victoria's Secret & Co 74,8673.5M $0.30 %
111SkyWest Inc 37,3113.4M $0.30 %
112United Natural Foods Inc 75,4023.4M $0.30 %
113Boise Cascade Co 44,5883.4M $0.30 %
114Matson Inc 20,6053.4M $0.30 %
115First Financial Corp 53,4423.4M $0.29 %
116ProPetro Holding Corp 233,8933.4M $0.29 %
117First BanCorp/Puerto Rico 155,0183.3M $0.29 %
118Meritage Homes Corp 53,4273.3M $0.29 %
119Mercury Systems Inc 44,9463.3M $0.29 %
120Adient PLC 161,0083.3M $0.28 %
121Pathward Financial Inc 36,4233.3M $0.28 %
122Terns Pharmaceuticals Inc 61,5293.2M $0.28 %
123Magnolia Oil & Gas Corp 101,9993.2M $0.28 %
124Metropolitan Bank Holding Corp 38,6523.2M $0.28 %
125Customers Bancorp Inc 46,2003.2M $0.28 %
126GATX Corp 18,7783.2M $0.28 %
127HA Sustainable Infrastructure Capital Inc 87,0523.2M $0.28 %
128Aehr Test Systems 85,5943.2M $0.28 %
129Perimeter Solutions Inc 129,8323.2M $0.28 %
130Origin Bancorp Inc 75,3533.1M $0.27 %
131Atkore Inc 52,8023.1M $0.27 %
132Atmus Filtration Technologies Inc 54,5453.1M $0.27 %
133Horizon Bancorp Inc/IN 186,6253.1M $0.27 %
134WSFS Financial Corp 46,8073.1M $0.27 %
135Marex Group PLC 68,6583.1M $0.27 %
136Nicolet Bankshares Inc 20,4583M $0.27 %
137Fastly Inc 104,3703M $0.26 %
138InvenTrust Properties Corp 97,8043M $0.26 %
139Hamilton Insurance Group Ltd 98,8342.9M $0.26 %
140EXPRO GROUP HOLDINGS NV 167,5332.9M $0.25 %
141Lionsgate Studios Corp 303,9752.9M $0.25 %
142Laureate Education Inc 81,7532.8M $0.25 %
143Fluor Corp 60,4902.8M $0.25 %
144American Eagle Outfitters Inc 167,9792.8M $0.25 %
145ACM Research Inc 70,3412.8M $0.24 %
146Teekay Corp Ltd 224,0472.7M $0.24 %
147California Resources Corp 39,3612.7M $0.24 %
148Forum Energy Technologies Inc 46,3952.7M $0.24 %
149Newmark Group Inc 180,6872.7M $0.24 %
150Urban Outfitters Inc 42,6482.7M $0.24 %
151NETSTREIT Corp 143,0082.7M $0.24 %
152Ligand Pharmaceuticals Inc 13,4612.7M $0.23 %
153WesBanco Inc 77,6592.7M $0.23 %
154Peapack-Gladstone Financial Corp 75,4862.7M $0.23 %
155First Mid Bancshares Inc 64,4192.7M $0.23 %
156Capri Holdings Ltd 150,5872.7M $0.23 %
157Ecovyst Inc 203,3852.6M $0.23 %
158Chesapeake Utilities Corp 20,5472.6M $0.23 %
159Healthcare Services Group Inc 139,5542.6M $0.23 %
160LXP Industrial Trust 55,8632.6M $0.23 %
161Diodes Inc 37,8492.6M $0.23 %
162Independence Realty Trust Inc 172,6782.6M $0.22 %
163GigaCloud Technology Inc 56,6152.6M $0.22 %
164Terex Corp 43,3532.6M $0.22 %
165Four Corners Property Trust Inc 106,4512.5M $0.22 %
166International Seaways Inc 34,2282.5M $0.22 %
167ASGN Inc 63,8452.5M $0.22 %
168Ranger Energy Services Inc 143,0442.5M $0.21 %
169American Healthcare REIT Inc 51,7522.4M $0.21 %
170NETGEAR Inc 111,7312.4M $0.21 %
171Cleanspark Inc 285,1282.4M $0.21 %
172Hanmi Financial Corp 91,0212.4M $0.21 %
173AAR Corp 21,8952.4M $0.21 %
174Mercury General Corp 27,0602.4M $0.21 %
175Ellington Financial Inc 199,9312.4M $0.21 %
176UFP Industries Inc 25,6432.4M $0.21 %
177Marriott Vacations Worldwide Corp 36,2432.4M $0.21 %
178ArcBest Corp 23,9932.4M $0.21 %
179CRISPR Therapeutics AG 49,4752.4M $0.21 %
180Ingles Markets Inc 26,1762.4M $0.21 %
181Dole PLC 162,4922.3M $0.20 %
182Clearway Energy Inc 59,1222.3M $0.20 %
183Spire Inc 25,4272.3M $0.20 %
184Wintrust Financial Corp 16,5262.3M $0.20 %
185CNB Financial Corp/PA 79,1662.3M $0.20 %
186Murphy Oil Corp 54,8262.3M $0.20 %
187Avient Corp 62,2242.3M $0.20 %
188Innospec Inc 30,9042.3M $0.20 %
189Safe Bulkers Inc 356,3862.3M $0.20 %
190SOUTHSTATE BANK CORP 24,1202.2M $0.19 %
191Green Brick Partners Inc 34,4752.2M $0.19 %
192Mercantile Bank Corp 43,8542.2M $0.19 %
193John Wiley & Sons Inc 58,0122.2M $0.19 %
194Calumet Inc 61,2202.2M $0.19 %
195Synaptics Inc 31,0332.2M $0.19 %
196Fidelis Insurance Holdings Ltd 113,4832.2M $0.19 %
197Ultra Clean Holdings Inc 34,7532.2M $0.19 %
198Beam Therapeutics Inc 90,4872.2M $0.19 %
199Rayonier Inc 104,1012.1M $0.19 %
200Oil States International Inc 183,7682.1M $0.19 %

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Sector breakdown

  • Communication 1.3 %
  • Materials 0.5 %
  • Industrials 0.5 %
  • Energy 0.1 %
  • Unattributed 97.7 %

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

  • United States 91.7 %
  • Bermuda 3.4 %
  • United Kingdom 0.8 %
  • France 0.6 %
  • Marshall Islands 0.6 %
  • Cayman Islands 0.5 %
  • Ireland 0.5 %
  • Puerto Rico 0.4 %
  • British Virgin Islands 0.4 %
  • Monaco 0.3 %
  • Canada 0.3 %
  • Switzerland 0.2 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States4521B $91.73 %
2Bermuda839M $3.45 %
3United Kingdom29M $0.80 %
4France17.1M $0.63 %
5Marshall Islands37M $0.62 %
6Cayman Islands56M $0.53 %
7Ireland25.6M $0.49 %
8Puerto Rico24.7M $0.42 %
9British Virgin Islands34.5M $0.40 %
10Monaco23.4M $0.30 %
11Canada33.1M $0.27 %
12Switzerland12.4M $0.21 %
Cite this page

Titelia. "Holdings of JPMorgan Small Cap Value Fund". https://titelia.com/en/funds/S000003899