JA

JPMorgan Access Growth Fund | JXGAX

Mutual Fund
JPMorgan Trust I
Last update 2024-05-30 12 Stocks (2 new)
Value $285.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(38.53%)SPY(24.60%)BBJP(5.70%)EFA(5.36%)VCIT(4.57%)
Portfolio Report
Summary Stock Picks Current Portfolio
JPMorgan Access Growth Fund Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
208,520
109625.220
-19.84%
38.530
-7.65%
-
+11.88%
+25.58%
565784.630
 
SPY 		S&P 500 ETF TRUST ETF
133,800
69986.770
0%
24.600
0%
-
+11.91%
+25.56%
617249.220
 
BBJP 		JPMorgan BetaBuilders Japan ETF
276,850
16209.570
-6.04%
5.700
-0.29%
-
+4.36%
+8.20%
11879.366
 
EFA 		iShares MSCI EAFE ETF
191,100
15261.250
-8.50%
5.360
-0.42%
-
+0.51%
+3.13%
54176.789
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
161,400
12994.310
0%
4.570
0%
-
-1.16%
-0.33%
48260.427
 
BBCA 		JPMorgan BetaBuilders Canada ETF
167,850
11214.060
-6.36%
3.940
-0.23%
-
+10.64%
+14.69%
7471.969
 
BBEU 		JPMorgan BetaBuilders Europe ETF
187,920
11162.450
-54.72%
3.920
-3.99%
-
-2.33%
+0.95%
6476.796
 
BNDX 		Vanguard Total International Bond ETF
210,480
10353.510
-63.03%
3.640
-5.50%
-
+0.06%
+0.91%
58199.999
 
VGLT 		Vanguard Long-Term Government Bond ETF
148,900
8820.840
New Holding
3.100
+3.10%
-
-5.73%
-7.23%
13564.729
 
BBAX 		JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
156,700
7546.670
0%
2.650
0%
-
+5.52%
+2.90%
4667.150
 

JPMorgan Access Growth Fund's Historical Top Holdings Breakdowns

JPMorgan Access Growth 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
IVV 		iShares Core S&P 500 ETF2024-03-31Reduce
-7.65%
●
469.56 ($500.36) 525.73
$599.82
19.88%
Reduce -19.84%
208,520
-51,610
BNDX 		Vanguard Total International Bond ETF2024-03-31Reduce
-5.50%
●
48.47 ($48.86) 49.33
$49.82
1.96%
Reduce -63.03%
210,480
-358,820
BBEU 		JPMorgan BetaBuilders Europe ETF2024-03-31Reduce
-3.99%
●
54.46 ($57.07) 59.66
$57.14
0.12%
Reduce -54.72%
187,920
-227,130
VGLT 		Vanguard Long-Term Government Bond ETF2024-03-31New Buy
+3.10%
●
57.73 ($59.15) 61.4
$57.08
-3.50%
New holding
148,900
148,900
VWOB 		Vanguard Emerging Markets Government Bond ETF2024-03-31New Buy
+1.53%
●
61.82 ($62.87) 64.13
$64.36
2.37%
New holding
67,960
67,960
BND 		Vanguard Total Bond Market ETF2024-03-31Reduce
-1.30%
●
71.76 ($72.57) 73.66
$72.51
-0.08%
Reduce -37.01%
96,590
-56,760
MBB 		iShares MBS ETF2024-03-31Sold Out
-1.26%
●
91.2 ($92.5) 93.98
$92.31
-0.21%
Sold Out
0
-43,100
TLT 		iShares 20+ Year Treasury Bond ETF2024-03-31Sold Out
-1.16%
●
92.18 ($94.58) 98.72
$90.67
-4.14%
Sold Out
0
-37,700
EFA 		iShares MSCI EAFE ETF2024-03-31Reduce
-0.42%
●
73.11 ($76.49) 80.04
$77.70
1.59%
Reduce -8.5%
191,100
-17,750
BBJP 		JPMorgan BetaBuilders Japan ETF2024-03-31Reduce
-0.29%
●
51.68 ($55.54) 58.94
$56.65
2.00%
Reduce -6.04%
276,850
-17,800

JPMorgan Access Growth Fund Total Holding History ($B)

To

JPMorgan Access Growth Fund's Asset Allocation

To

JPMorgan Access Growth Fund Past Portfolios

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

Top Ranked Articles

  • 1

JPMorgan Access Growth Fund's Hypothetical Growth since 2024-03-31

JPMorgan Access Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan Access Growth Fund's Holdings Heat Map

Size field:

JPMorgan Access Growth Fund's Holdings Bubble Chart

JPMorgan Access Growth Fund News

  • 1

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