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JPMorgan Small Cap Sustainable Leaders Fund | VSSCXMutual Fund | |
| JPMorgan Small Cap Sustainable Leaders Fund | |
| Last update 2024-05-30 | 83 Stocks (1 new) |
| Value $29.00 Mil | Turnover 1 % |
JPMorgan Small Cap Sustainable... Top Holdings of 2024-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAON | AAON Inc | 10,554 | 929.8 | -37.06% | 3.220 | -1.19% | 0.010 | +17.09% | -18.34% | 7,801.4 | Construction | |
KBH | KB Home | 12,081 | 856.3 | -38.24% | 2.970 | -1.22% | 0.020 | -17.77% | -19.60% | 3,758.8 | Homebuilding & Construction | |
DECK | Deckers Outdoor Corp | 5,148 | 807.6 | -40.42% | 2.800 | -1.01% | 0.000 | -13.29% | -45.90% | 16,419.3 | Manufacturing - Apparel & Accessories | |
WCC | WESCO International Inc | 4,152 | 711.1 | -34.24% | 2.460 | -0.98% | 0.010 | +6.36% | -2.86% | 8,554.6 | Industrial Distribution | |
ITRI | Itron Inc | 7,365 | 681.4 | -26.88% | 2.360 | -0.53% | 0.020 | +14.70% | +11.79% | 5,533.5 | Hardware | |
AZEK | The AZEK Co Inc | 13,433 | 674.6 | -26.89% | 2.340 | -0.49% | 0.010 | +23.70% | +12.70% | 7,696.2 | Construction | |
NTRA | Natera Inc | 7,268 | 664.7 | -26.86% | 2.300 | -0.44% | 0.010 | +16.21% | +3.26% | 22,319.9 | Medical Diagnostics & Research | |
ICFI | ICF International Inc | 4,315 | 650.0 | -26.89% | 2.250 | -0.55% | 0.020 | -0.60% | -29.42% | 1,544.0 | Business Services | |
CNO | CNO Financial Group Inc | 23,629 | 649.3 | -26.89% | 2.250 | -0.63% | 0.020 | -4.43% | +1.75% | 3,738.6 | Insurance | |
BMI | Badger Meter Inc | 4,002 | 647.6 | -26.85% | 2.240 | -0.59% | 0.010 | +16.81% | +16.97% | 7,285.9 | Hardware |
JPMorgan Small Cap Sustainable Leaders Fund's Historical Top Holdings Breakdowns
JPMorgan Small Cap Sustainable Leaders 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
KBH | KB Home | 2024-03-31 | Reduce | -1.22% | 58.4 ($63.8) 70.88 | $52.37 | -17.92% | Reduce -38.24% | 12,081 | -7,479 | |
AAON | AAON Inc | 2024-03-31 | Reduce | -1.19% | 69.81 ($78.38) 88.35 | $96.83 | 23.55% | Reduce -37.06% | 10,554 | -6,214 | |
ELF | e.l.f. Beauty Inc | 2024-03-31 | New Buy | +1.13% | 132.16 ($177.63) 217.4 | $115.98 | -34.71% | New holding | 1,662 | 1,662 | |
DECK | Deckers Outdoor Corp | 2024-03-31 | Reduce | -1.01% | 108.72 ($138.61) 158.82 | $109.94 | -20.68% | Reduce -40.42% | 5,148 | -582 | |
WCC | WESCO International Inc | 2024-03-31 | Reduce | -0.98% | 132.59 ($165.24) 193.83 | $176.41 | 6.76% | Reduce -34.24% | 4,152 | -2,162 | |
AMAL | Amalgamated Financial Corp | 2024-03-31 | Reduce | -0.88% | 22.72 ($24.57) 27.59 | $30.65 | 24.75% | Reduce -32.01% | 26,780 | -12,607 | |
CNO | CNO Financial Group Inc | 2024-03-31 | Reduce | -0.63% | 26.32 ($27.01) 28.03 | $37.96 | 40.54% | Reduce -26.89% | 23,629 | -8,692 | |
KTB | Kontoor Brands Inc | 2024-03-31 | Reduce | -0.62% | 57 ($59.9) 63.55 | $68.96 | 15.13% | Reduce -26.86% | 10,457 | -3,840 | |
HURN | Huron Consulting Group Inc | 2024-03-31 | Reduce | -0.60% | 93.9 ($101.32) 107.36 | $139.59 | 37.77% | Reduce -26.92% | 6,109 | -2,250 | |
BMI | Badger Meter Inc | 2024-03-31 | Reduce | -0.59% | 139.9 ($153.6) 162.77 | $247.00 | 60.81% | Reduce -26.85% | 4,002 | -1,469 |
JPMorgan Small Cap Sustainable Leaders Fund Total Holding History ($B)
JPMorgan Small Cap Sustainable Leaders Fund's Asset Allocation
JPMorgan Small Cap Sustainable Leaders Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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JPMorgan Small Cap Sustainable Leaders Fund's Hypothetical Growth since 2024-03-31
JPMorgan Small Cap Sustainable Leaders Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JPMorgan Small Cap Sustainable Leaders Fund's Holdings Heat Map
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JPMorgan Small Cap Sustainable Leaders Fund's Holdings Bubble Chart
JPMorgan Small Cap Sustainable Leaders Fund News
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