JS

JPMorgan Small Cap Sustainable Leaders Fund | VSSCX

Mutual Fund
JPMorgan Small Cap Sustainable Leaders Fund
Last update 2024-05-30 83 Stocks (1 new)
Value $29.00 Mil Turnover 1 %
Countries:
Top Holdings: AAON(3.22%)KBH(2.97%)DECK(2.80%)WCC(2.46%)ITRI(2.36%)
Portfolio Report
Summary Stock Picks Current Portfolio
JPMorgan Small Cap Sustainable... 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
AAON 		AAON Inc
10,554
929.810
-37.06%
3.220
-1.19%
0.010
+57.75%
+87.01%
11194.643
Construction
KBH 		KB Home
12,081
856.300
-38.24%
2.970
-1.22%
0.020
-0.13%
+28.05%
5805.891
Homebuilding & Construction
DECK 		Deckers Outdoor Corp
5,148
807.600
-40.42%
2.800
-1.01%
0.000
+16.06%
+59.45%
26985.903
Manufacturing - Apparel & Accessories
WCC 		WESCO International Inc
4,152
711.150
-34.24%
2.460
-0.98%
0.010
+33.48%
+18.41%
10013.489
Industrial Distribution
ITRI 		Itron Inc
7,365
681.410
-26.88%
2.360
-0.53%
0.020
+28.26%
+60.55%
5466.209
Hardware
AZEK 		The AZEK Co Inc
13,433
674.610
-26.89%
2.340
-0.49%
0.010
+23.23%
+23.45%
6818.303
Construction
NTRA 		Natera Inc
7,268
664.730
-26.86%
2.300
-0.44%
0.010
+17.31%
+115.84%
16721.730
Medical Diagnostics & Research
ICFI 		ICF International Inc
4,315
649.970
-26.89%
2.250
-0.55%
0.020
+8.81%
+26.00%
3161.329
Business Services
CNO 		CNO Financial Group Inc
23,629
649.320
-26.89%
2.250
-0.63%
0.020
+26.58%
+44.27%
4087.077
Insurance
BMI 		Badger Meter Inc
4,002
647.560
-26.85%
2.240
-0.59%
0.010
+18.18%
+46.46%
6617.986
Hardware

JPMorgan Small Cap Sustainable Leaders Fund's Historical Top Holdings Breakdowns

JPMorgan Small Cap Sustainable Leaders 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
KBH 		KB Home2024-03-31Reduce
-1.22%
●
58.4 ($63.8) 70.88
$79.17
24.09%
Reduce -38.24%
12,081
-7,479
AAON 		AAON Inc2024-03-31Reduce
-1.19%
●
69.81 ($78.38) 88.35
$137.73
75.72%
Reduce -37.06%
10,554
-6,214
ELF 		e.l.f. Beauty Inc2024-03-31New Buy
+1.13%
●
132.16 ($177.63) 217.4
$131.33
-26.07%
New holding
1,662
1,662
DECK 		Deckers Outdoor Corp2024-03-31Reduce
-1.01%
●
108.72 ($138.61) 158.82
$177.63
28.15%
Reduce -40.42%
5,148
-582
WCC 		WESCO International Inc2024-03-31Reduce
-0.98%
●
132.59 ($165.24) 193.83
$204.35
23.67%
Reduce -34.24%
4,152
-2,162
AMAL 		Amalgamated Financial Corp2024-03-31Reduce
-0.88%
●
22.72 ($24.57) 27.59
$36.73
49.49%
Reduce -32.01%
26,780
-12,607
CNO 		CNO Financial Group Inc2024-03-31Reduce
-0.63%
●
26.32 ($27.01) 28.03
$39.60
46.61%
Reduce -26.89%
23,629
-8,692
KTB 		Kontoor Brands Inc2024-03-31Reduce
-0.62%
●
57 ($59.9) 63.55
$90.49
51.07%
Reduce -26.86%
10,457
-3,840
HURN 		Huron Consulting Group Inc2024-03-31Reduce
-0.60%
●
93.9 ($101.32) 107.36
$128.78
27.10%
Reduce -26.92%
6,109
-2,250
BMI 		Badger Meter Inc2024-03-31Reduce
-0.59%
●
139.9 ($153.6) 162.77
$225.02
46.50%
Reduce -26.85%
4,002
-1,469

JPMorgan Small Cap Sustainable Leaders Fund Total Holding History ($B)

To

JPMorgan Small Cap Sustainable Leaders Fund's Asset Allocation

To

JPMorgan Small Cap Sustainable Leaders Fund Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

JPMorgan Small Cap Sustainable Leaders Fund's Holdings Bubble Chart

JPMorgan Small Cap Sustainable Leaders Fund News

  • 1

Discussions on JPMorgan Small Cap Sustainable Leaders Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.