Titelia

Holdings of JPMorgan Hedged Equity 2 Fund

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

Net assets
5.4B $ including 5.1B $ in equities, 94.5 %
Positions
156 in 3 countries
Top ten
36.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101NIKE Inc 238,27712.6M $0.23 %
102Expedia Group Inc 53,91912.4M $0.23 %
103Apollo Global Management Inc 103,25911.5M $0.21 %
104Accenture PLC 57,60311.4M $0.21 %
105Masco Corp 187,70911.3M $0.21 %
106Progressive Corp/The 55,53211M $0.20 %
107McKesson Corp 12,39710.7M $0.20 %
108Vulcan Materials Co 39,01010.6M $0.20 %
109Blackstone Inc 91,32810.5M $0.19 %
110Altria Group, Inc. 158,35410.4M $0.19 %
111EQT Corp 163,23210.4M $0.19 %
112Church & Dwight Co Inc 109,97610.3M $0.19 %
113Equity LifeStyle Properties Inc 164,32310.3M $0.19 %
114Humana Inc 58,02910.1M $0.18 %
115Waters Corp 33,63810M $0.18 %
116Booking Holdings Inc 2,3639.9M $0.18 %
117Comcast Corp 341,4619.8M $0.18 %
118Martin Marietta Materials Inc 16,3079.6M $0.18 %
119Textron Inc 105,9039.3M $0.17 %
120Chubb Ltd 28,2169.2M $0.17 %
121SBA Communications Corp 50,3318.7M $0.16 %
122Otis Worldwide Corp 109,7728.5M $0.16 %
123Ingersoll Rand Inc 103,5688.3M $0.15 %
124Carrier Global Corp 138,0737.8M $0.14 %
125Delta Air Lines Inc 115,4377.7M $0.14 %
126State Street Corp 60,6167.7M $0.14 %
127United Rentals Inc 10,4487.6M $0.14 %
128Arch Capital Group Ltd 76,9597.4M $0.14 %
129HCA Healthcare Inc 15,2417.2M $0.13 %
130Motorola Solutions Inc 15,4196.7M $0.12 %
131Omnicom Group Inc 78,9725.9M $0.11 %
132Corning Inc 39,8515.4M $0.10 %
133American Tower Corp 31,0465.4M $0.10 %
134Toast Inc 192,8605.1M $0.09 %
135AppLovin Corp 12,5505M $0.09 %
136Ameriprise Financial Inc 11,1244.9M $0.09 %
137Fortinet Inc 60,0744.9M $0.09 %
138DoorDash Inc 32,0604.8M $0.09 %
139Merck & Co Inc 37,2574.5M $0.08 %
140Vertiv Holdings Co 17,3644.4M $0.08 %
141Roper Technologies Inc 12,0604.3M $0.08 %
142Lennar Corp 46,5174M $0.07 %
143United Airlines Holdings Inc 43,1064M $0.07 %
144Neurocrine Biosciences Inc 28,9113.8M $0.07 %
145Medline Inc 85,1553.8M $0.07 %
146Warner Music Group Corp 145,2133.7M $0.07 %
147Aptiv PLC 46,3873.2M $0.06 %
148Salesforce Inc 16,9553.2M $0.06 %
149Vistra Corp 18,6422.8M $0.05 %
150Affirm Holdings Inc 61,0852.8M $0.05 %
151NRG Energy Inc 18,6022.7M $0.05 %
152Charter Communications, Inc. 11,9062.6M $0.05 %
153Ball Corp 34,6472M $0.04 %
154WEX Inc 12,8722M $0.04 %
155EchoStar Corp 14,2781.7M $0.03 %
156Ares Management Corp 5,963650.6K $0.01 %

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Sector breakdown

  • Technology 33.5 %
  • Financials 12.2 %
  • Consumer discretionary 11.6 %
  • Communication 10.1 %
  • Health care 9.3 %
  • Industrials 7.7 %
  • Consumer staples 3.9 %
  • Energy 3.6 %
  • Utilities 2.6 %
  • Materials 1.9 %
  • Real estate 1.7 %
  • Unattributed 1.8 %

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 99.4 %
  • Netherlands 0.5 %
  • Bermuda 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1545.1B $99.36 %
2Netherlands125.6M $0.50 %
3Bermuda17.4M $0.14 %
Cite this page

Titelia. "Holdings of JPMorgan Hedged Equity 2 Fund". https://titelia.com/en/funds/S000070948