SJ

SA JPMorgan Large Cap Core Portfolio

Mutual Fund
SA JPMorgan Large Cap Core Portfolio
Last update 2025-06-30 50 Stocks (0 new)
Value $518.00 Mil Turnover 10 %
Countries:
Top Holdings: MSFT(8.15%)AAPL(6.89%)NVDA(5.26%)AMZN(4.62%)META(3.96%)
Summary Stock Picks Current Portfolio
SA JPMorgan Large Cap Core Por... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
106,887
42,248.2
-2.26%
8.150
-0.19%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
167,925
35,684.1
-0.28%
6.890
-0.02%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
NVDA
NVIDIA Corp
250,056
27,236.1
-6.01%
5.260
-0.36%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
AMZN
Amazon.com Inc
129,801
23,937.9
+15.67%
4.620
+0.63%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
META
Meta Platforms Inc
37,367
20,514.5
+13.04%
3.960
+0.46%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
WFC
Wells Fargo & Co
253,992
18,036.0
+12.95%
3.480
+0.40%
0.010
+25.30%
+16.01%
259,690.5
Banks
MA
Mastercard Inc
27,706
15,184.5
+7.61%
2.930
+0.21%
0.000
+6.97%
+5.42%
501,860.7
Credit Services
AVGO
Broadcom Inc
77,334
14,884.5
+14.59%
2.870
+0.37%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
GOOGL
Alphabet Inc
77,801
12,354.8
-0.45%
2.380
-0.01%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
AXP
American Express Co
46,207
12,310.0
+16.27%
2.380
+0.33%
0.010
+22.85%
+4.61%
215,746.3
Credit Services

SA JPMorgan Large Cap Core Portfolio's Historical Top Holdings Breakdowns

SA JPMorgan Large Cap Core Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WMT
Walmart Inc
2025-04-30
Add
Add
+1.45%
●
81.79 ($93.24) 105.05
$95.05
1.94%
Add 217.83%
112,833
77,332
AMZN
Amazon.com Inc
2025-04-30
Add
Add
+0.63%
●
167.32 ($201.66) 242.06
$226.13
12.13%
Add 15.67%
129,801
17,586
MRVL
Marvell Technology Inc
2025-04-30
Sold Out
Sold Out
-0.55%
●
49.38 ($76.88) 119.24
$74.65
-2.90%
Sold Out
0
-26,019
CSX
CSX Corp
2025-04-30
Reduce
Reduce
-0.51%
●
26.69 ($30.2) 33.64
$34.39
13.87%
Reduce -31.01%
184,139
-82,755
UNH
UnitedHealth Group Inc
2025-04-30
Add
Add
+0.50%
●
409.23 ($503.1) 599.47
$282.65
-43.82%
Add 29.45%
27,725
6,308
USB
U.S. Bancorp
2025-04-30
Reduce
Reduce
-0.50%
●
36.4 ($42.94) 47.94
$45.69
6.40%
Reduce -47.67%
61,475
-56,007
META
Meta Platforms Inc
2025-04-30
Add
Add
+0.46%
●
484.66 ($612.43) 736.67
$704.28
15.00%
Add 13.04%
37,367
4,310
AMP
Ameriprise Financial Inc
2025-04-30
Add
Add
+0.46%
●
422.19 ($497.45) 549.44
$544.55
9.47%
Add 33.68%
20,219
5,094
ETN
Eaton Corp PLC
2025-04-30
Add
Add
+0.45%
●
246.52 ($289.09) 326.44
$378.62
30.97%
Add 23.94%
40,644
7,850
MU
Micron Technology Inc
2025-04-30
Reduce
Reduce
-0.44%
●
64.72 ($87.77) 106.79
$114.39
30.33%
Reduce -48.64%
27,252
-25,806

SA JPMorgan Large Cap Core Portfolio Total Holding History ($B)

To

SA JPMorgan Large Cap Core Portfolio's Asset Allocation

To

SA JPMorgan Large Cap Core Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

SA JPMorgan Large Cap Core Portfolio's Hypothetical Growth since 2025-04-30

SA JPMorgan Large Cap Core Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

SA JPMorgan Large Cap Core Portfolio's Holdings Heat Map

Size field:

SA JPMorgan Large Cap Core Portfolio's Holdings Bubble Chart

SA JPMorgan Large Cap Core Portfolio News

  • 1

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