JFQUX holdings — JPMorgan Investor Balanced Fund

JPMorgan Investor Balanced Fund (JFQUX) held 26 positions with net assets of $5.88B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 76.2% of the fund, led by JPMorgan Core Bond Fund, JCPUX, JPMorgan U.S. Equity Fund.

JFQUX top holdings

  1. JPMorgan Core Bond Fund — 23.27% ($1.37B)
  2. JCPUX JPMorgan Core Plus Bond Fund — 12.01% ($707M)
  3. JPMorgan U.S. Equity Fund — 8.43% ($496M)
  4. JLGMX JPMorgan Large Cap Growth Fund — 5.51% ($324M)
  5. JIRE JPMorgan International Research Enhanced Equity ETF — 5.47% ($322M)
  6. JPMorgan U.S. Research Enhanced Equity Fund — 5.24% ($308M)
  7. JPMorgan Income Fund — 5.21% ($307M)
  8. JPMorgan Large Cap Value Fund — 4.13% ($243M)
  9. JPMorgan U.S. GARP Equity Fund — 3.68% ($216M)
  10. JVAYX JPMorgan Value Advantage Fund — 3.21% ($189M)
  11. OIEJX JPMorgan Equity Income Fund — 3.10% ($182M)
  12. JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF — 3.02% ($178M)
  13. JPMorgan High Yield Fund — 2.64% ($155M)
  14. JGLO JPMorgan Global Select Equity ETF — 2.50% ($147M)
  15. JPLD JPMorgan Ltd. Duration Bond ETF — 1.65% ($96.9M)
  16. JPMorgan Emerging Markets Research Enhanced Equity Fund — 1.52% ($89.5M)
  17. JMGMX JPMorgan Mid Cap Growth Fund — 1.43% ($84.2M)
  18. JPMorgan Short Duration Core Plus Fund — 1.36% ($80.0M)
  19. JPMorgan International Equity Fund — 1.25% ($73.4M)
  20. JPMorgan Europe Dynamic Fund — 1.13% ($66.3M)
  21. JPMorgan Emerging Markets Equity Fund — 1.04% ($61.3M)
  22. JPMorgan Emerging Markets Debt Fund — 1.00% ($58.9M)
  23. JFLX JPMorgan Flexible Debt ETF — 0.88% ($51.5M)
  24. JPMorgan U.S. Government Money Market Fund — 0.79% ($46.7M)
  25. JPMorgan Small Cap Value Fund — 0.52% ($30.9M)

What are JFQUX's top 10 holdings?

JPMorgan Core Bond Fund (23.3%), JCPUX (12.0%), JPMorgan U.S. Equity Fund (8.4%), JLGMX (5.5%), JIRE (5.5%), JPMorgan U.S. Research Enhanced Equity Fund (5.2%), JPMorgan Income Fund (5.2%), JPMorgan Large Cap Value Fund (4.1%), JPMorgan U.S. GARP Equity Fund (3.7%), JVAYX (3.2%).

How many stocks are in JFQUX?

JPMorgan Investor Balanced Fund reported 26 holdings as of June 30, 2026.

Share classes: JFQUX, OGBCX, OGIAX, OIBFX

All ETF and mutual fund holdings