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Funds holding JPMORGAN TRUST IV

ISIN US46645V6267 · United States · LEI 549300OTMPZX852VDL37

Fund holders
3
Of which ETFs
0 3 other funds
Value held
20.5M $

This issuer has other securities : JPMORGAN TRUST IV (US46645V3785), JPMORGAN TRUST IV (US46645V3298)

FundSharesValueWeight in fund
PFG JP Morgan Tactical Aggressive Strategy Fund Northern Lights Fund Trust 587,79614.5M $4.00 %as of Apr 30, 2026 ↗
PFG JP Morgan Tactical Moderate Strategy Fund Northern Lights Fund Trust 162,3434M $2.78 %as of Apr 30, 2026 ↗
LVIP JPMorgan Retirement Income Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 94,0812.1M $1.04 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.

FundWeight in fund
PFG JP Morgan Tactical Aggressive Strategy Fund Northern Lights Fund Trust 4.00 %as of Apr 30, 2026 ↗
PFG JP Morgan Tactical Moderate Strategy Fund Northern Lights Fund Trust 2.78 %as of Apr 30, 2026 ↗
LVIP JPMorgan Retirement Income Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1.04 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q230844,220-7.0 %
2026Q130907,677-0.8 %
2025Q430915,391-30.8 %
2025Q3301,322,958+20.1 %
2025Q23-111,101,248-69.8 %
2025Q11403,643,498-4.0 %
2024Q41403,795,252-4.0 %
2024Q31403,954,446-6.3 %
2024Q21404,220,194+6.2 %
2024Q11403,975,239+7.6 %
2023Q4143,695,906
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Titelia. "Funds holding JPMORGAN TRUST IV". https://titelia.com/en/stocks/jpmorgan-trust-iv-US46645V6267