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EQ/JPMorgan Growth Allocation Portfolio

Mutual Fund
EQ/JPMorgan Growth Allocation Portfolio
Last update 2025-06-23 5 Stocks (0 new)
Value $425.00 Mil Turnover 5 %
Countries:
EQ/JPMorgan Growth Allocation ... Top Holdings of 2025-03-31 View Full List
Ticker
VOO
SHY
IEI
IEF
SPTI
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
262,346
134,822.2
+6.08%
31.720
+1.82%
0.020
+18.45%
+8.18%
663,622.4
 
SHY
iShares 1-3 Year Treasury Bond ETF
1,403,774
116,134.2
+4.45%
27.320
+1.16%
0.480
-0.12%
+0.72%
23,688.1
 
IEI
iShares 3-7 Year Treasury Bond ETF
916,514
108,272.4
+4.70%
25.470
+1.14%
0.710
+0.38%
+2.35%
15,694.1
 
IEF
iShares 7-10 Year Treasury Bond ETF
383,574
36,581.4
+6.63%
8.610
+0.54%
0.110
+0.34%
+2.39%
34,844.8
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
1,022,098
29,211.6
0%
6.870
0%
0.330
+0.32%
+2.37%
8,764.6
 

EQ/JPMorgan Growth Allocation Portfolio's Historical Top Holdings Breakdowns

EQ/JPMorgan Growth Allocation Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+1.82%
507.05 ($540.58) 563.67
$582.86
7.82%
Add 6.08%
262,346
15,039
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Add
Add
+1.16%
81.83 ($82.24) 82.73
$82.57
0.40%
Add 4.45%
1,403,774
59,791
IEI
iShares 3-7 Year Treasury Bond ETF
2025-03-31
Add
Add
+1.14%
114.57 ($116.45) 118.14
$118.27
1.56%
Add 4.7%
916,514
41,163
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.54%
91.17 ($93.56) 95.39
$94.66
1.18%
Add 6.63%
383,574
23,854
IEI
iShares 3-7 Year Treasury Bond ETF
2024-12-31
Add
Add
+2.32%
115.08 ($116.67) 119.4
$118.27
1.37%
Add 10.26%
875,351
81,423
SHY
iShares 1-3 Year Treasury Bond ETF
2024-12-31
Add
Add
+1.84%
81.68 ($82.2) 82.91
$82.57
0.45%
Add 7.26%
1,343,983
91,009
IEF
iShares 7-10 Year Treasury Bond ETF
2024-12-31
Add
Add
+0.84%
92.08 ($94.42) 97.91
$94.66
0.25%
Add 11.46%
359,720
36,985
VOO
Vanguard S&P 500 ETF
2024-12-31
Reduce
Reduce
-0.54%
521.84 ($541.94) 558.82
$582.86
7.55%
Reduce -1.59%
247,307
-3,988
SHY
iShares 1-3 Year Treasury Bond ETF
2024-09-30
Add
Add
+0.88%
81.31 ($82.5) 83.29
$82.57
0.08%
Add 3.44%
1,252,974
41,672
IEI
iShares 3-7 Year Treasury Bond ETF
2024-09-30
Add
Add
+0.70%
114.73 ($118.18) 120.23
$118.27
0.08%
Add 2.96%
793,928
22,846

EQ/JPMorgan Growth Allocation Portfolio Total Holding History ($B)

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EQ/JPMorgan Growth Allocation Portfolio's Asset Allocation

To

EQ/JPMorgan Growth Allocation Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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EQ/JPMorgan Growth Allocation Portfolio's Hypothetical Growth since 2025-03-31

EQ/JPMorgan Growth Allocation Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

EQ/JPMorgan Growth Allocation Portfolio's Holdings Heat Map

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EQ/JPMorgan Growth Allocation Portfolio's Holdings Bubble Chart

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