Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV · 156 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | JPMorgan Hedged Equity 3 Fund |
|---|---|
| NVIDIA Corp | 7.83 % |
| Apple Inc | 6.31 % |
| Microsoft Corp | 5.22 % |
| Alphabet Inc | 4.89 % |
| Amazon.com Inc | 4.00 % |
| Broadcom Inc | 2.71 % |
| Meta Platforms Inc | 2.35 % |
| Exxon Mobil Corp | 2.12 % |
| Tesla Inc | 1.73 % |
| Berkshire Hathaway Inc | 1.35 % |
| Johnson & Johnson | 1.34 % |
| Mastercard Inc | 1.32 % |
| AbbVie Inc | 1.11 % |
| Eli Lilly & Co | 1.05 % |
| PepsiCo Inc | 1.04 % |
| Visa Inc | 1.00 % |
| NextEra Energy Inc | 0.99 % |
| RTX Corp | 0.98 % |
| Wells Fargo & Co | 0.97 % |
| Trane Technologies PLC | 0.92 % |
| Bank of America Corp | 0.92 % |
| AT&T Inc | 0.87 % |
| Lowe's Cos Inc | 0.86 % |
| Howmet Aerospace Inc | 0.83 % |
| Lam Research Corp | 0.83 % |
| EOG Resources Inc | 0.82 % |
| Walmart Inc | 0.78 % |
| 3M Co | 0.77 % |
| Charles Schwab Corp/The | 0.76 % |
| McDonald's Corp. | 0.74 % |
1 funds, 156 lines read.