JI

JPMorgan Investor Balanced Fund | OIBFX

Mutual Fund
JPMORGAN TRUST II
Last update 2025-02-26 3 Stocks (0 new)
Value $510.00 Mil Turnover 0 %
Countries:
Top Holdings: JIRE(53.47%)JMEE(30.57%)JGLO(15.96%)
Summary Stock Picks Current Portfolio
JPMorgan Investor Balanced Fun... Top Holdings of 2024-12-31 View Full List
Ticker
JIRE
JMEE
JGLO
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JIRE 		JPMorgan International Research Enhanced Equity ETF
4,657,607
272,516.6
0%
53.470
0%
4.250
+8.44%
+19.04%
7,318.7
 
JMEE 		JPMorgan Small & Mid Cap Enhanced Equity ETF
2,576,137
155,779.0
-5.12%
30.570
-1.52%
8.500
+1.30%
-4.76%
1,788.1
 
JGLO 		JPMorgan Global Select Equity ETF
1,354,977
81,352.8
0%
15.960
0%
1.260
+2.51%
+3.36%
6,732.0
 

JPMorgan Investor Balanced Fund's Historical Top Holdings Breakdowns

JPMorgan Investor Balanced Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JMEE 		JPMorgan Small & Mid Cap Enhanced Equity ETF2024-12-31Reduce
-1.52%
●
60.1 ($62.68) 66.4
$57.59
-8.12%
Reduce -5.12%
2,576,137
-138,889
JGLO 		JPMorgan Global Select Equity ETF2024-09-30Add
+2.62%
●
57.03 ($60.71) 63.02
$62.06
2.22%
Add 20.8%
1,354,977
233,282
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-09-30Add
+0.08%
●
60.25 ($64.07) 66.85
$69.65
8.71%
Add 0.15%
4,657,607
6,816
JGLO 		JPMorgan Global Select Equity ETF2024-06-30New Buy
+13.22%
●
55.2 ($58.09) 60.54
$62.06
6.83%
New holding
1,121,695
1,121,695
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-06-30Reduce
-2.94%
●
59.87 ($62.5) 64.55
$69.65
11.44%
Reduce -4.58%
4,650,791
-223,093
JMEE 		JPMorgan Market Expansion Enhanced Equity ETF2024-06-30Reduce
-2.41%
●
54.31 ($56.69) 58.29
$57.59
1.59%
Reduce -6.73%
2,715,026
-195,881
JMEE 		JPMorgan Market Expansion Enhanced Equity ETF2024-03-31Reduce
-5.90%
●
51.82 ($54.65) 58.53
$57.59
5.38%
Reduce -15.22%
2,910,907
-522,404
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-03-31Reduce
-1.30%
●
56.8 ($59.79) 62.88
$69.65
16.49%
Reduce -2.12%
4,873,884
-105,445
JPRE 		JPMorgan Realty Income ETF2023-12-31Sold Out
-3.22%
●
37.09 ($40.91) 45.47
$47.78
16.79%
Sold Out
0
-363,568
JIRE 		JPMorgan International Research Enhanced Equity ETF2023-12-31Reduce
-0.83%
●
52.16 ($55.77) 59.25
$69.65
24.89%
Reduce -1.38%
4,979,329
-69,792

JPMorgan Investor Balanced Fund Total Holding History ($B)

To

JPMorgan Investor Balanced Fund's Asset Allocation

To

JPMorgan Investor Balanced Fund Past Portfolios

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

Top Ranked Articles

  • 1

JPMorgan Investor Balanced Fund's Hypothetical Growth since 2024-12-31

JPMorgan Investor Balanced Fund's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan Investor Balanced Fund's Holdings Heat Map

Size field:

JPMorgan Investor Balanced Fund's Holdings Bubble Chart

JPMorgan Investor Balanced Fund News

  • 1

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