JL

JPMorgan Large Cap Value Fund | HLQVX

Mutual Fund
JPMORGAN TRUST II
Last update 2025-06-25 103 Stocks (34 new)
Value $4.75 Bil Turnover 40 %
Countries:
Top Holdings: BAC(3.45%)WFC(3.25%)PM(3.14%)ABBV(2.42%)CI(2.20%)
Summary Stock Picks Current Portfolio
JPMorgan Large Cap Value Fund Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BAC
Bank of America Corp
3,928,661
163,943.0
+13.72%
3.450
+0.42%
0.050
+25.40%
+10.02%
355,250.2
Banks
WFC
Wells Fargo & Co
2,153,708
154,614.7
0%
3.250
0%
0.070
+25.07%
+18.51%
265,293.9
Banks
PM
Philip Morris International Inc
939,785
149,172.1
+30.03%
3.140
+0.73%
0.060
+1.47%
+39.58%
257,245.6
Tobacco Products
ABBV
AbbVie Inc
550,156
115,268.7
0%
2.420
0%
0.030
+8.60%
+8.20%
330,511.7
Drug Manufacturers
CI
The Cigna Group
317,339
104,404.5
+187.06%
2.200
+1.43%
0.120
-10.55%
+9.72%
80,156.1
Healthcare Plans
VZ
Verizon Communications Inc
2,236,213
101,434.6
+14.69%
2.130
+0.27%
0.050
+1.07%
+12.88%
181,130.3
Telecommunication Services
UNH
UnitedHealth Group Inc
192,487
100,815.1
+66.07%
2.120
+0.84%
0.020
-32.78%
-42.99%
258,653.0
Healthcare Plans
BRK.B
Berkshire Hathaway Inc
183,491
97,723.6
0%
2.060
0%
0.010
-8.19%
+5.48%
1,030,137.3
Insurance
CPAY
Corpay Inc
279,149
97,344.8
+31.39%
2.050
+0.49%
0.400
+8.62%
-1.22%
23,565.3
Software
BMY
Bristol-Myers Squibb Co
1,548,620
94,450.3
+16.48%
1.990
+0.28%
0.080
-2.34%
-12.09%
97,724.6
Drug Manufacturers

JPMorgan Large Cap Value Fund's Historical Top Holdings Breakdowns

JPMorgan Large Cap Value Fund's Top Stock Picks View Full List
Ticker
XYZ
C
AMT
MU
CTSH
RTX
PEP
CSX
CI
HUM
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XYZ
Block Inc
2025-03-31
Reduce
Reduce
-2.33%
●
54.04 ($74.64) 92.95
$79.27
6.20%
Reduce -92.41%
108,719
-1,322,982
C
Citigroup Inc
2025-03-31
Sold Out
Sold Out
-1.74%
●
67.23 ($76.25) 84.63
$94.00
23.28%
Sold Out
0
-1,197,744
AMT
American Tower Corp
2025-03-31
New Buy
New Buy
+1.68%
●
173.46 ($196.17) 217.6
$232.35
18.44%
New holding
366,814
366,814
MU
Micron Technology Inc
2025-03-31
Sold Out
Sold Out
-1.68%
●
86.89 ($96.05) 109.38
$109.22
13.71%
Sold Out
0
-965,076
CTSH
Cognizant Technology Solutions Corp
2025-03-31
Sold Out
Sold Out
-1.67%
●
75.32 ($81.41) 90.7
$76.80
-5.66%
Sold Out
0
-1,051,997
RTX
RTX Corp
2025-03-31
New Buy
New Buy
+1.56%
●
114.1 ($126.79) 135.66
$149.17
17.65%
New holding
558,228
558,228
PEP
PepsiCo Inc
2025-03-31
New Buy
New Buy
+1.53%
●
142.64 ($148.84) 156.42
$146.04
-1.88%
New holding
485,064
485,064
CSX
CSX Corp
2025-03-31
Sold Out
Sold Out
-1.47%
●
29.11 ($31.76) 33.67
$35.23
10.93%
Sold Out
0
-2,196,165
CI
The Cigna Group
2025-03-31
Add
Add
+1.43%
●
274.49 ($301.26) 329
$300.05
-0.40%
Add 187.06%
317,339
206,792
HUM
Humana Inc
2025-03-31
Add
Add
+1.40%
●
249.11 ($270.45) 303.11
$231.12
-14.54%
Add 539.96%
297,692
251,175

JPMorgan Large Cap Value Fund Total Holding History ($B)

To

JPMorgan Large Cap Value Fund's Asset Allocation

To

JPMorgan Large Cap Value Fund Past Portfolios

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

Top Ranked Articles

  • 1

JPMorgan Large Cap Value Fund's Hypothetical Growth since 2025-03-31

JPMorgan Large Cap Value Fund's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan Large Cap Value Fund's Holdings Heat Map

Size field:

JPMorgan Large Cap Value Fund's Holdings Bubble Chart

JPMorgan Large Cap Value Fund News

  • 1

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