JPMorgan U.S. Equity Fund
JPMorgan U.S. Equity Fund reported 66 holdings worth US$33.4B as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 28, 2026
JPMorgan U.S. Equity Fund reported 66 holdings worth US$33.4B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 28, 2026 (Form N-PORT).
- Holdings
- 66
- Value as reported
- US$33.4B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 13.3M | US$2.67B | 8.0% |
| Alphabet Inc (google) Class C | 6.39M | US$2.28B | 6.8% |
| Apple Inc | 6.62M | US$1.92B | 5.7% |
| Amazon.com, Inc. | 6.45M | US$1.54B | 4.6% |
| Broadcom Inc. | 3.53M | US$1.33B | 4.0% |
| Microsoft Corp. | 2.96M | US$1.1B | 3.3% |
| Micron Technology, Inc. | 938K | US$1.08B | 3.2% |
| Mastercard Incorporated | 1.88M | US$967M | 2.9% |
| Wells Fargo & Company | 10.2M | US$842M | 2.5% |
| American Express Company | 2.34M | US$790M | 2.4% |
| Nextera Energy, Inc. | 8.88M | US$779M | 2.3% |
| Advanced Micro Devices Inc | 1.32M | US$769M | 2.3% |
| Meta Platforms, Inc. | 1.36M | US$766M | 2.3% |
| Eli Lilly And Company | 558K | US$669M | 2.0% |
| Baker Hughes Company | 11.4M | US$632M | 1.9% |
| Morgan Stanley | 2.8M | US$585M | 1.8% |
| Walmart Inc. | 5.09M | US$576M | 1.7% |
| Lowe's Companies, Inc. | 2.54M | US$560M | 1.7% |
| Abbvie Inc. | 2.16M | US$544M | 1.6% |
| Nxp Semiconductors N.v. | 1.92M | US$539M | 1.6% |
| Walt Disney Company (the) | 5.32M | US$512M | 1.5% |
| Western Digital Corporation | 781K | US$499M | 1.5% |
| Mcdonald's Corporation | 1.69M | US$457M | 1.4% |
| Howmet Aerospace Inc. | 1.61M | US$432M | 1.3% |
| Stryker Corporation | 1.35M | US$426M | 1.3% |
| Blackstone Inc. | 3.49M | US$411M | 1.2% |
| Asml Holding Nv | 243K | US$402M | 1.2% |
| Eaton Corporation, Plc | 912K | US$389M | 1.2% |
| Tesla, Inc. | 889K | US$374M | 1.1% |
| Arthur J. Gallagher & Co. | 1.6M | US$368M | 1.1% |
| Autozone, Inc. | 114K | US$365M | 1.1% |
| Conocophillips | 3.33M | US$346M | 1.0% |
| Space Exploration Technologies Corp | 2.01M | US$343M | 1.0% |
| Corning Incorporated | 1.23M | US$313M | 0.94% |
| Trane Technologies Plc | 613K | US$301M | 0.90% |
| Progressive Corporation (the) | 1.37M | US$299M | 0.90% |
| United Rentals, Inc. | 264K | US$299M | 0.89% |
| Edwards Lifesciences Corporation | 3.22M | US$291M | 0.87% |
| U.s. Bancorp | 4.8M | US$290M | 0.87% |
| Vulcan Materials Company (holding Company) | 944K | US$278M | 0.83% |
| Aon Plc | 829K | US$275M | 0.82% |
| Crowdstrike Holdings, Inc. | 358K | US$274M | 0.82% |
| Palantir Technologies Inc. | 2.33M | US$272M | 0.81% |
| Canadian Pacific Kansas City Limited | 2.97M | US$258M | 0.77% |
| Southern Company (the) | 2.65M | US$253M | 0.76% |
| Amphenol Corporation | 1.43M | US$252M | 0.76% |
| Northrop Grumman Corporation | 494K | US$252M | 0.75% |
| Vertex Pharmaceuticals Incorporated | 502K | US$249M | 0.75% |
| Mondelez International, Inc. | 4.31M | US$249M | 0.75% |
| Medtronic Plc. | 3.11M | US$243M | 0.73% |
| Entergy Corporation | 2.1M | US$241M | 0.72% |
| Deere & Company | 364K | US$231M | 0.69% |
| Cadence Design Systems, Inc. | 606K | US$228M | 0.68% |
| Prologis, Inc. | 1.66M | US$225M | 0.67% |
| Thermo Fisher Scientific Inc | 431K | US$216M | 0.65% |
| Doordash, Inc. | 1.12M | US$206M | 0.62% |
| Marriott International | 535K | US$198M | 0.59% |
| Intuit Inc. | 723K | US$189M | 0.57% |
| Affirm Holdings, Inc. | 1.78M | US$145M | 0.44% |
| Carrier Global Corporation | 1.69M | US$124M | 0.37% |
| Regeneron Pharmaceuticals, Inc. | 199K | US$124M | 0.37% |
| Chipotle Mexican Grill, Inc. | 2.93M | US$99.5M | 0.30% |
| Oracle Corporation | 546K | US$80.1M | 0.24% |
| American Water Works Company, Inc. | 591K | US$77.8M | 0.23% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
Source
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