Holdings of PFG JP Morgan Tactical Moderate Strategy Fund
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- Net assets
- 143.9M $ including 143.5M $ in equities, 99.7 %
- Positions
- 18 in 1 countries
- Top ten
- 84.4 % of net assets
- Filed on
- Apr 30, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | 186,637 | 24.2M $ | 16.80 % |
| 2 | JPMORGAN TRUST II | 2,618,933 | 19M $ | 13.17 % |
| 3 | J P Morgan Exchange Traded Fund Trust | 266,260 | 14.3M $ | 9.92 % |
| 4 | JPMORGAN TRUST I | 454,689 | 12.6M $ | 8.75 % |
| 5 | JPMorgan International Research Enhanced Equity ETF | 141,196 | 11.3M $ | 7.83 % |
| 6 | JPMORGAN TRUST I | 489,747 | 10.8M $ | 7.50 % |
| 7 | JPMORGAN TRUST I | 117,466 | 10.3M $ | 7.13 % |
| 8 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | 191,073 | 8.8M $ | 6.11 % |
| 9 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | 90,918 | 6.4M $ | 4.44 % |
| 10 | JPMORGAN TRUST IV | 162,343 | 4M $ | 2.78 % |
| 11 | JPMORGAN TRUST I | 74,606 | 3.7M $ | 2.60 % |
| 12 | JPMORGAN TRUST I | 414,375 | 3.5M $ | 2.46 % |
| 13 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | 38,572 | 3.5M $ | 2.42 % |
| 14 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | 35,560 | 2.9M $ | 2.00 % |
| 15 | J P Morgan Exchange Traded Fund Trust | 61,580 | 2.9M $ | 1.98 % |
| 16 | JPMORGAN TRUST II | 23,004 | 2.5M $ | 1.73 % |
| 17 | SELECT SECTOR SPDR TRUST (THE) | 9,967 | 1.6M $ | 1.10 % |
| 18 | SELECT SECTOR SPDR TRUST (THE) | 12,123 | 1.4M $ | 0.98 % |
Sector breakdown
- Unattributed 100.0 %
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 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 18 | 143.5M $ | 100.00 % |
Cite this page
Titelia. "Holdings of PFG JP Morgan Tactical Moderate Strategy Fund". https://titelia.com/en/funds/S000058599