JM
| |
JPMorgan Mid Cap Equity Fund | VSNGXMutual Fund | |
| JPMorgan Trust I | |
| Last update 2025-06-24 | 198 Stocks (15 new) |
| Value $4.96 Bil | Turnover 12 % |
JPMorgan Mid Cap Equity Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMB | Williams Companies Inc | 1,273,340 | 76,094.8 | +13.81% | 1.530 | +0.19% | 0.100 | -0.68% | +8.29% | 70,330.0 | Oil & Gas | |
RJF | Raymond James Financial Inc | 504,626 | 70,097.6 | +7.10% | 1.410 | +0.09% | 0.250 | +19.52% | +4.85% | 32,527.9 | Asset Management | |
L | Loews Corp | 762,225 | 70,056.1 | -7.26% | 1.410 | -0.10% | 0.360 | +6.53% | +8.43% | 19,229.2 | Insurance | |
AMP | Ameriprise Financial Inc | 139,589 | 67,576.4 | +0.57% | 1.360 | +0.01% | 0.150 | +14.00% | +1.31% | 51,052.7 | Asset Management | |
WEC | WEC Energy Group Inc | 618,413 | 67,394.6 | +7.91% | 1.360 | +0.10% | 0.190 | +1.14% | +17.99% | 34,803.1 | Utilities - Regulated | |
AME | AMETEK Inc | 387,791 | 66,754.3 | +8.09% | 1.350 | +0.10% | 0.170 | +11.75% | +0.73% | 41,775.2 | Industrial Products | |
TDY | Teledyne Technologies Inc | 129,096 | 64,252.4 | +3.13% | 1.300 | +0.04% | 0.280 | +19.40% | +15.39% | 25,095.1 | Hardware | |
FIS |
Fidelity National Information Services Inc
Fidelity National Information Services Inc
| 820,256 | 61,256.7 | +66.98% | 1.240 | +0.50% | 0.160 | +3.44% | +2.27% | 42,945.8 | Software | |
ACGL | Arch Capital Group Ltd | 592,735 | 57,009.3 | +20.60% | 1.150 | +0.20% | 0.160 | -4.18% | -4.02% | 33,218.2 | Insurance | |
PLTR | Palantir Technologies Inc | 668,521 | 56,423.2 | +37.68% | 1.140 | +0.31% | 0.030 | +51.42% | +101.85% | 360,264.2 | Software |
JPMorgan Mid Cap Equity Fund's Historical Top Holdings Breakdowns
JPMorgan Mid Cap Equity Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LNG | Cheniere Energy Inc | 2025-03-31 | Add Add | +0.54% | 209.32 ($225.16) 253.66 | $224.83 | -0.15% | Add 106.98% | 221,863 | 114,670 | |
IQV | IQVIA Holdings Inc | 2025-03-31 | Add Add | +0.50% | 176.3 ($194) 209.96 | $193.53 | -0.24% | Add 244.64% | 195,818 | 139,000 | |
FIS |
Fidelity National Information Services Inc
Fidelity National Information Services Inc
| 2025-03-31 | Add Add | +0.50% | 68.12 ($75.19) 83.42 | $81.80 | 8.79% | Add 66.98% | 820,256 | 329,040 | |
UHS | Universal Health Services Inc | 2025-03-31 | Sold Out Sold Out | -0.42% | 163.99 ($182.38) 193.27 | $163.84 | -10.17% | Sold Out | 0 | -118,197 | |
MIDD | The Middleby Corp | 2025-03-31 | New Buy New Buy | +0.41% | 133.93 ($156.88) 172.89 | $150.83 | -3.86% | New holding | 135,325 | 135,325 | |
USFD | US Foods Holding Corp | 2025-03-31 | Reduce Reduce | -0.38% | 63.38 ($68.34) 72.02 | $84.65 | 23.87% | Reduce -51.95% | 266,437 | -288,079 | |
GIS | General Mills Inc | 2025-03-31 | Add Add | +0.35% | 57.56 ($60.07) 65.3 | $51.55 | -14.18% | Add 57.46% | 794,191 | 289,826 | |
FLEX | Flex Ltd | 2025-03-31 | Reduce Reduce | -0.35% | 32.92 ($39.18) 44.46 | $53.59 | 36.79% | Reduce -64.45% | 258,265 | -468,250 | |
NET | Cloudflare Inc | 2025-03-31 | New Buy New Buy | +0.35% | 110.71 ($132.56) 176.5 | $187.10 | 41.14% | New holding | 152,742 | 152,742 | |
| ITCI Unlock Delisted | Intra-Cellular Therapies Inc | 2025-03-31 | Sold Out Sold Out | -0.33% | 81.78 ($124.62) 131.92 | $131.87 | 5.82% | Sold Out | 0 | -201,480 |
JPMorgan Mid Cap Equity Fund Total Holding History ($B)
JPMorgan Mid Cap Equity Fund's Asset Allocation
JPMorgan Mid Cap Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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JPMorgan Mid Cap Equity Fund's Hypothetical Growth since 2025-03-31
JPMorgan Mid Cap Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JPMorgan Mid Cap Equity Fund's Holdings Heat Map
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JPMorgan Mid Cap Equity Fund's Holdings Bubble Chart
JPMorgan Mid Cap Equity Fund News
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