JSIZX Mutual Fund

JSIZX Mutual Fund

NAV$16.80
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Showing the top 10 of 20 holdings · as of Aug 31, 2026
Top 10 weight
90.73%
JSIZX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1DebtJPMorgan Core Bond Fund, Class R6
32.95%		33.0%57,342,550$580.31M
2DebtJPMorgan Core Plus Bond Fund, Class R6
10.93%		43.9%27,068,514$192.46M
3
JDEUX
U.S. Research Enhanced Equity Fund, Class R6
9.44%		53.3%3,132,564$166.31M
4
JUEMX
U.S. Equity Fund, Class R6
9.21%		62.5%5,642,310$162.22M
5
JHYUX
JPMorgan High Yield Fund, Class R6
7.26%		69.8%19,658,762$127.78M
6
JIRE
JPMorgan International Research Enhanced Equity ETF
5.71%		75.5%1,186,177$100.48M
7DebtJPMorgan Inflation Managed Bond ETF
5.04%		80.5%1,876,611$88.78M
8
JGLO
Global Select Equity Etf
4.16%		84.7%998,414$73.24M
9
JNEMX
JPMorgan International Equity Fund, Class R6
3.16%		87.9%2,260,676$55.61M
10
BBMC
JPMorgan Betabuilders U.S. Mid Cap Equity ETF
2.87%		90.7%402,214$50.62M
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JSIZX Mutual Fund Top Holdings

JSIZX holdings top 10 positions. The top 10 holdings account for 90.7% of the fund, led by Jpmorgan Core Bond Fund, Class R6 at 33.0%, Jpmorgan Core Plus Bond Fund, Class R6 at 10.9%, U.S. Research Enhanced Equity Fund, Class R6 at 9.4%.

JSIZX portfolio concentration is relatively high, with the top 10 representing 90.7% of total assets. The largest sector exposure is Financials at 1.3%.

JSIZX sectors provide a detailed breakdown. JSIZX overlap shows how holdings compare to other funds in your portfolio.