JPMorgan Trust I's JPMorgan Opportunistic Equity Long/Short Fund (JOEZX) has disclosed 62 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2023-07-31. The current portfolio value is calculated to be $131.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 46%.
JPMorgan Opportunistic Equity Long/Short Fund (JOEZX)'s
Total Assets is $266.02 Mil , Total Liabilities is $58.03 Mil , Net Assets is $207.99 Mil.
In JPMorgan Opportunistic Equity Long/Short Fund (JOEZX)'s current portfolio as of 2023-07-31, the top 5 holdings are
UnitedHealth Group Inc (UNH), PG&E Corp (PCG), Fiserv Inc (FI), SPDR S&P 500 ETF Trust (SPY) and INVESCO QQQ Trust (QQQ),
not including call and put options.
JPMorgan Opportunistic Equity Long/Short Fund (JOEZX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for JPMorgan Opportunistic Equity Long/Short Fund (JOEZX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for JPMorgan Opportunistic Equity Long/Short Fund (JOEZX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for JPMorgan Opportunistic Equity Long/Short Fund.