JU
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JPMorgan U.S. Large Cap Core Plus Fund | JLPSXMutual Fund | |
| JPMorgan Trust I | |
| Last update 2025-06-24 | 291 Stocks (23 new) |
| Value $2.87 Bil | Turnover 28 % |
JPMorgan U.S. Large Cap Core P... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 1,866,815 | 202,325.4 | +14.78% | 7.060 | +0.91% | 0.010 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
MSFT | Microsoft Corp | 536,881 | 201,539.8 | +7.00% | 7.030 | +0.46% | 0.010 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AMZN | Amazon.com Inc | 818,915 | 155,806.8 | +13.02% | 5.440 | +0.63% | 0.010 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
AAPL | Apple Inc | 647,558 | 143,842.1 | +18.16% | 5.020 | +0.77% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
META | Meta Platforms Inc | 183,402 | 105,705.6 | +5.87% | 3.690 | +0.20% | 0.010 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
MA | Mastercard Inc | 187,544 | 102,796.6 | +10.19% | 3.590 | +0.33% | 0.020 | +8.08% | +4.95% | 499,608.6 | Credit Services | |
UNH | UnitedHealth Group Inc | 128,915 | 67,519.2 | +0.08% | 2.360 | 0% | 0.010 | -48.91% | -39.20% | 275,861.4 | Healthcare Plans | |
WFC | Wells Fargo & Co | 912,171 | 65,484.8 | +8.84% | 2.290 | +0.19% | 0.030 | +32.78% | +18.75% | 268,632.8 | Banks | |
GOOGL | Alphabet Inc | 418,425 | 64,705.2 | -5.42% | 2.260 | -0.16% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
XOM | Exxon Mobil Corp | 541,696 | 64,423.9 | +3.24% | 2.250 | +0.07% | 0.010 | +12.95% | +9.26% | 497,461.6 | Oil & Gas |
JPMorgan U.S. Large Cap Core Plus Fund's Historical Top Holdings Breakdowns
JPMorgan U.S. Large Cap Core Plus 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DLR | Digital Realty Trust Inc | 2025-03-31 | Reduce Reduce | -1.04% | 142.1 ($162.65) 183.56 | $168.47 | 3.58% | Reduce -90.04% | 18,241 | -164,852 | |
RTX | RTX Corp | 2025-03-31 | New Buy New Buy | +0.99% | 114.1 ($126.79) 135.66 | $146.87 | 15.84% | New holding | 214,765 | 214,765 | |
XYZ | Block Inc | 2025-03-31 | Sold Out Sold Out | -0.99% | 54.04 ($74.64) 92.95 | $65.14 | -12.73% | Sold Out | 0 | -327,625 | |
HON | Honeywell International Inc | 2025-03-31 | Sold Out Sold Out | -0.92% | 202.75 ($214.7) 226.52 | $235.93 | 9.89% | Sold Out | 0 | -113,761 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.91% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Add 14.78% | 1,866,815 | 240,423 | |
AMT | American Tower Corp | 2025-03-31 | Add Add | +0.91% | 173.46 ($196.17) 217.6 | $219.24 | 11.76% | Add 838.17% | 134,543 | 120,202 | |
AXP | American Express Co | 2025-03-31 | New Buy New Buy | +0.90% | 255.39 ($295.58) 325.87 | $319.47 | 8.08% | New holding | 95,693 | 95,693 | |
MMM | 3M Co | 2025-03-31 | New Buy New Buy | +0.85% | 129.7 ($146.92) 155.12 | $155.84 | 6.07% | New holding | 166,189 | 166,189 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.77% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Add 18.16% | 647,558 | 99,531 | |
QCOM | Qualcomm Inc | 2025-03-31 | Buy to Cover Buy to Cover | +0.76% | 151.94 ($163) 175.86 | $157.46 | -3.40% | Buy to Cover | -84,109 | 55,943 |
JPMorgan U.S. Large Cap Core Plus Fund Total Holding History ($B)
JPMorgan U.S. Large Cap Core Plus Fund's Asset Allocation
JPMorgan U.S. Large Cap Core Plus Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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JPMorgan U.S. Large Cap Core Plus Fund's Hypothetical Growth since 2025-03-31
JPMorgan U.S. Large Cap Core Plus Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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JPMorgan U.S. Large Cap Core Plus Fund's Holdings Heat Map
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JPMorgan U.S. Large Cap Core Plus Fund's Holdings Bubble Chart
JPMorgan U.S. Large Cap Core Plus Fund News
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