Titelia

Holdings of JPMorgan Mid Cap Value Fund

J.P. Morgan Fleming Mutual Fund Group, Inc. · Original filing · Compare with another fund · Report an error

Net assets
10.9B $ including 10.6B $ in equities, 97.2 %
Positions
95 in 4 countries
Top ten
17.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1IQVIA Holdings Inc 1,339,622228.5M $2.11 %
2Marathon Petroleum Corp 876,154213.9M $1.97 %
3Xcel Energy Inc 2,656,861211.1M $1.94 %
4Fidelity National Information Services Inc 4,323,158202.8M $1.87 %
5GE HealthCare Technologies Inc 2,579,312183.6M $1.69 %
6NiSource Inc 3,744,331174.7M $1.61 %
7Raymond James Financial Inc 1,202,200174.1M $1.60 %
8Loews Corp 1,622,004173.1M $1.60 %
9WEC Energy Group Inc 1,487,309172.2M $1.59 %
10Ameriprise Financial Inc 387,227172.1M $1.59 %
11First Citizens BancShares Inc/NC 89,773169.2M $1.56 %
12Regency Centers Corp 2,229,379168.7M $1.55 %
13Coterra Energy Inc 4,761,710167.3M $1.54 %
14CMS Energy Corp 2,144,587166.4M $1.53 %
15AMETEK Inc 767,253164.5M $1.52 %
16MKS Inc 713,436164M $1.51 %
17Healthpeak Properties Inc 9,872,891162.2M $1.49 %
18Quest Diagnostics Inc 813,952159.5M $1.47 %
19Diamondback Energy Inc 801,510158.5M $1.46 %
20Ross Stores Inc 722,726156.6M $1.44 %
21Dover Corp 744,805155.3M $1.43 %
22Public Storage 571,088154.7M $1.43 %
23State Street Corp 1,207,101152.8M $1.41 %
24Silgan Holdings Inc 3,914,759151.9M $1.40 %
25Omnicom Group Inc 2,016,073151.8M $1.40 %
26Hubbell Inc 299,532147M $1.35 %
27Cencora Inc 443,261139.2M $1.28 %
28Zoom Communications Inc 1,707,934137.3M $1.27 %
29Hartford Insurance Group Inc/The 1,004,186135.8M $1.25 %
30Albertsons Cos Inc 7,767,852132.4M $1.22 %
31M&T Bank Corp 639,117132.1M $1.22 %
32CDW Corp/DE 1,062,317128.6M $1.18 %
33Teledyne Technologies Inc 210,741127.5M $1.17 %
34Henry Schein Inc 1,683,232124.1M $1.14 %
35ITT Inc 638,290121.6M $1.12 %
36Jabil Inc 454,487120.7M $1.11 %
37Globus Medical Inc 1,390,162119.8M $1.10 %
38PG&E Corp 6,713,786118M $1.09 %
39Cheniere Energy Inc 406,779115.4M $1.06 %
40Acuity Inc 408,610114.5M $1.06 %
41RPM International Inc 1,151,073114.4M $1.05 %
42AutoZone Inc 33,642113.6M $1.05 %
43Ralph Lauren Corp 324,372111.6M $1.03 %
44AvalonBay Communities, Inc. 681,049111.2M $1.03 %
45Baker Hughes Co 1,807,348110.3M $1.02 %
46MGIC Investment Corp 4,149,746108.9M $1.00 %
47Middleby Corp/The 821,485108.9M $1.00 %
48SBA Communications Corp 626,334107.8M $0.99 %
49Veralto Corp 1,187,793105M $0.97 %
50Zebra Technologies Corp 497,993104.1M $0.96 %
51JB Hunt Transport Services Inc 489,516103.7M $0.96 %
52Keurig Dr Pepper Inc 3,904,024102.8M $0.95 %
53Ingersoll Rand Inc 1,263,244101.2M $0.93 %
54Genuine Parts Co 923,75597.7M $0.90 %
55Sempra 999,17297.1M $0.89 %
56Darden Restaurants Inc 491,02096.3M $0.89 %
57Martin Marietta Materials Inc 162,99195.9M $0.88 %
58Western Digital Corp 353,88195.7M $0.88 %
59Lincoln Electric Holdings Inc 373,96293.1M $0.86 %
60EQT Corp 1,417,68690.2M $0.83 %
61Mohawk Industries Inc 893,11287.9M $0.81 %
62Delta Air Lines Inc 1,320,13387.8M $0.81 %
63Hershey Co/The 420,49187.4M $0.81 %
64Brown & Brown Inc 1,330,47386.8M $0.80 %
65Post Holdings Inc 874,83786.5M $0.80 %
66Arch Capital Group Ltd 889,34685.4M $0.79 %
67Packaging Corp of America 401,84885.3M $0.79 %
68Ball Corp 1,392,07182.3M $0.76 %
69Ferguson Enterprises Inc 351,67782M $0.76 %
70Masco Corp 1,289,90977.9M $0.72 %
71Jazz Pharmaceuticals PLC 403,41076.3M $0.70 %
72ON Semiconductor Corp 1,220,44075.6M $0.70 %
73Chemed Corp 194,40073.4M $0.68 %
74Cognizant Technology Solutions Corp. 1,159,47871.1M $0.66 %
75Crown Holdings Inc 701,34070.3M $0.65 %
76International Paper Co 1,911,72568.2M $0.63 %
77LyondellBasell Industries NV 832,33567.1M $0.62 %
78Owens Corning 604,37965.4M $0.60 %
79Humana Inc 371,91464.5M $0.59 %
80Woodward Inc 174,00962.3M $0.57 %
81US Foods Holding Corp 650,15160M $0.55 %
82Simon Property Group Inc 320,48059.8M $0.55 %
83W R Berkley Corp 851,42356.4M $0.52 %
84DuPont de Nemours Inc 1,211,77555.5M $0.51 %
85GoDaddy Inc 645,50153.4M $0.49 %
86FTI Consulting Inc 284,95050.4M $0.46 %
87Nordson Corp 188,77550.2M $0.46 %
88Lululemon Athletica Inc 322,26949.3M $0.45 %
89Steel Dynamics Inc 257,31446.3M $0.43 %
90Essential Utilities Inc 1,082,58343.6M $0.40 %
91CBRE Group Inc 321,54943.6M $0.40 %
92Expedia Group Inc 185,80042.9M $0.40 %
93Kinder Morgan, Inc. 1,271,70842.6M $0.39 %
94Warner Music Group Corp 1,344,77834.3M $0.32 %
95Alcoa Corp 380,94125.3M $0.23 %

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Sector breakdown

  • Industrials 10.2 %
  • Technology 9.7 %
  • Financials 9.7 %
  • Utilities 8.9 %
  • Health care 8.3 %
  • Energy 7.5 %
  • Consumer discretionary 3.9 %
  • Materials 3.4 %
  • Real estate 3.1 %
  • Consumer staples 2.4 %
  • Communication 1.4 %
  • Unattributed 31.5 %

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 97.8 %
  • Bermuda 0.8 %
  • Ireland 0.7 %
  • Netherlands 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States9210.3B $97.83 %
2Bermuda185.4M $0.81 %
3Ireland176.3M $0.72 %
4Netherlands167.1M $0.64 %
Cite this page

Titelia. "Holdings of JPMorgan Mid Cap Value Fund". https://titelia.com/en/funds/S000004475