Titelia

Holdings of JPMorgan Large Cap Growth Fund

JPMorgan Trust II · 82 declared positions · as of Mar 31, 2026

Original filing · Net assets 107.4B $ · Ten largest lines: 49.1 % of the equity sleeve

Country breakdown

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US 79100.3B $98.04 %
TW 11.4B $1.40 %
CA 2573.5M $0.56 %

Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 60,339,52110.5B $9.80 %
Apple Inc 36,883,5799.4B $8.71 %
Alphabet Inc 29,854,8238.6B $7.97 %
Microsoft Corp 12,923,5324.8B $4.45 %
Tesla Inc 9,675,4223.6B $3.35 %
Meta Platforms Inc 5,609,8733.2B $2.99 %
Broadcom Inc 9,775,2083B $2.82 %
Mastercard Inc 4,836,4432.4B $2.25 %
GE Vernova Inc 2,737,9112.4B $2.22 %
Johnson & Johnson 9,496,7882.3B $2.16 %
Eli Lilly & Co 2,434,5972.2B $2.08 %
Walmart Inc 16,910,1352.1B $1.96 %
Amazon.com Inc 10,051,1032.1B $1.95 %
Goldman Sachs Group Inc/The 2,468,1872.1B $1.94 %
Insmed Inc 10,633,9391.7B $1.62 %
Philip Morris International Inc. 10,464,2531.7B $1.61 %
Gilead Sciences Inc 12,360,2491.7B $1.60 %
Exxon Mobil Corp 9,416,2981.6B $1.49 %
General Electric Co 5,172,3961.5B $1.37 %
Coca-Cola Co/The 19,238,6921.5B $1.36 %
Taiwan Semiconductor Manufacturing Co Ltd 4,242,2191.4B $1.33 %
3M Co 9,864,6611.4B $1.33 %
International Business Machines Corp. 5,820,4291.4B $1.31 %
RTX Corp 7,019,3401.4B $1.26 %
Merck & Co Inc 10,888,3441.3B $1.22 %
Ciena Corp 3,327,3471.3B $1.20 %
Berkshire Hathaway Inc 2,603,7121.2B $1.16 %
Charles Schwab Corp/The 12,840,5041.2B $1.12 %
Natera Inc 6,028,7861.2B $1.12 %
McDonald's Corp. 3,677,5711.1B $1.06 %
Texas Instruments Inc 5,620,4771.1B $1.02 %
McKesson Corp 1,172,0221B $0.94 %
Western Digital Corp 3,682,616996.1M $0.93 %
Alibaba Group Holding Ltd 7,482,837938.8M $0.87 %
Advanced Micro Devices Inc 4,552,935926.2M $0.86 %
Amgen Inc 2,609,777918.3M $0.85 %
Amphenol Corp 7,159,301904.6M $0.84 %
Abbott Laboratories 8,678,880891.1M $0.83 %
Monster Beverage Corp 11,900,035862.3M $0.80 %
Quanta Services Inc 1,488,464817.2M $0.76 %
AbbVie Inc 3,755,170816.7M $0.76 %
Lam Research Corp 3,754,275802.1M $0.75 %
Deere & Co 1,378,664776.6M $0.72 %
Procter & Gamble Co/The 5,106,168737.5M $0.69 %
Union Pacific Corp 3,002,598728.5M $0.68 %
Alnylam Pharmaceuticals Inc 2,036,592673.8M $0.63 %
Lumentum Holdings Inc 848,016596M $0.55 %
Analog Devices Inc 1,729,841550.3M $0.51 %
Bristol-Myers Squibb Co 8,749,509530.7M $0.49 %
Celestica Inc 1,688,766475.7M $0.44 %
Freeport-McMoRan Inc 6,686,247393M $0.37 %
Dollar General Corp 3,015,525358M $0.33 %
DR Horton Inc 2,229,939306M $0.28 %
Vistra Corp 2,032,286305.5M $0.28 %
Rocket Lab Corp 4,335,031278.4M $0.26 %
Booking Holdings Inc 63,396266.9M $0.25 %
Twilio Inc 2,024,087254.7M $0.24 %
Intercontinental Exchange Inc 1,585,709249.4M $0.23 %
Trane Technologies PLC 547,610228.2M $0.21 %
Intuit Inc 517,577223.8M $0.21 %
Snowflake Inc 1,366,320206.1M $0.19 %
ServiceNow Inc 1,787,138186.8M $0.17 %
AutoZone Inc 40,717137.5M $0.13 %
Oracle Corp 910,857134M $0.12 %
Wayfair Inc 1,621,511122M $0.11 %
Intuitive Surgical Inc 262,847121.2M $0.11 %
Palantir Technologies Inc 823,641120.5M $0.11 %
Carvana Co 356,958112.2M $0.10 %
Cheniere Energy Inc 385,732109.5M $0.10 %
MercadoLibre Inc 56,97398.5M $0.09 %
Crowdstrike Holdings Inc 250,70797.9M $0.09 %
Shopify Inc 824,13297.8M $0.09 %
AppLovin Corp 182,44372.6M $0.07 %
Robinhood Markets Inc 959,90666.5M $0.06 %
Visa Inc 212,17864.1M $0.06 %
Uber Technologies Inc 887,50663.8M $0.06 %
Hims & Hers Health Inc 1,976,31541M $0.04 %
DoorDash Inc 198,05329.7M $0.03 %
Netflix Inc 140,11413.5M $0.01 %
Cloudflare Inc 64,73713.4M $0.01 %
ROBLOX Corp 160,5709.1M $0.01 %
Sea Ltd 101,4918.4M $0.01 %