Frequently Asked Questions About JPPEX

What are the top holdings of JPPEX?

A machine-readable holdings disclosure for JPMorgan Mid Cap Equity R6 (JPPEX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does JPPEX invest in?

JPMorgan Mid Cap Equity R6 (JPPEX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is JPPEX most exposed to?

JPPEX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is JPPEX a US-only fund?

The country allocation card on this page shows JPPEX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does JPPEX invest in?

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index at the time of purchase.

JPPEX

JPMorgan Mid Cap Equity R6

NASDAQ·Asset Management · Financial Services

$69.42$0.19+0.27%

Market closed·Oct 22 4:00 PM EDT

Portfolio as of March 31, 2026, from the fund's SEC Form N-PORT filing. Funds disclose holdings quarterly, with a ~60-day publication delay. Sector breakdowns aren't part of this filing, so none is shown.

Top Holdings

191

holdings

46637K844
JPMorgan Prime Money Market Fund
2.74%
46266C105
IQVIA Holdings, Inc.
1.67%
03073E105
Cencora, Inc.
1.62%
754730109
Raymond James Financial, Inc.
1.41%
56585A102
Marathon Petroleum Corp.
1.39%
98389B100
Xcel Energy, Inc.
1.38%
031100100
AMETEK, Inc.
1.35%
31620M106
Fidelity National Information Services, Inc.
1.33%
16411R208
Cheniere Energy, Inc.
1.26%
55306N104
MKS, Inc.
1.26%
Other
181 more holdings
85.78%

Top 10 holdings

15.41%

Top 25 holdings

32.12%

Concentration index

0.0084

Effective holdings

119

Chart tools

Open Top Holdings in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

All Holdings (191)

#	TickerHolding	Name	Weight	Shares	Market Value
1	46637K84446637K844JPMorgan Prime Money Market Fund	JPMorgan Prime Money Market Fund	2.74%	153.24M	$153.25M
2	46266C10546266C105IQVIA Holdings, Inc.	IQVIA Holdings, Inc.	1.67%	546.53K	$93.21M
3	03073E10503073E105Cencora, Inc.	Cencora, Inc.	1.62%	288.28K	$90.56M
4	754730109754730109Raymond James Financial, Inc.	Raymond James Financial, Inc.	1.41%	544.99K	$78.91M
5	56585A10256585A102Marathon Petroleum Corp.	Marathon Petroleum Corp.	1.39%	319.46K	$78.01M
6	98389B10098389B100Xcel Energy, Inc.	Xcel Energy, Inc.	1.38%	968.93K	$76.97M
7	031100100031100100AMETEK, Inc.	AMETEK, Inc.	1.35%	352.22K	$75.50M
8	31620M10631620M106Fidelity National Information Services, Inc.	Fidelity National Information Services, Inc.	1.33%	1.59M	$74.64M
9	16411R20816411R208Cheniere Energy, Inc.	Cheniere Energy, Inc.	1.26%	248.07K	$70.39M
10	55306N10455306N104MKS, Inc.	MKS, Inc.	1.26%	305.77K	$70.27M
11	46645V64246645V642JPMorgan Securities Lending Money Market Fund	JPMorgan Securities Lending Money Market Fund	1.24%	69.61M	$69.61M
12	36266G10736266G107GE HealthCare Technologies, Inc.	GE HealthCare Technologies, Inc.	1.21%	949.32K	$67.57M
13	540424108540424108Loews Corp.	Loews Corp.	1.14%	596.77K	$63.70M
14	65473P10565473P105NiSource, Inc.	NiSource, Inc.	1.13%	1.36M	$63.31M
15	03076C10603076C106Ameriprise Financial, Inc.	Ameriprise Financial, Inc.	1.13%	142.31K	$63.24M
16	92939U10692939U106WEC Energy Group, Inc.	WEC Energy Group, Inc.	1.12%	538.98K	$62.40M
17	31946M10331946M103First Citizens BancShares, Inc.	First Citizens BancShares, Inc.	1.11%	33.04K	$62.27M
18	45073V10845073V108ITT, Inc.	ITT, Inc.	1.11%	326.82K	$62.27M
19	879360105879360105Teledyne Technologies, Inc.	Teledyne Technologies, Inc.	1.11%	102.32K	$61.90M
20	758849103758849103Regency Centers Corp.	Regency Centers Corp.	1.10%	812.87K	$61.50M

Showing 20 of 191

Sectors

The fund issuer's factsheet may carry this breakdown directly.

Countries

countries

United States
96.93%
Ireland
1.03%
Liberia
0.88%
Cayman Islands
0.60%
Bermuda
0.56%
Netherlands
0.46%
Switzerland
0.33%
United Kingdom
0.19%
Israel
0.15%
Canada
0.06%

Top 3 countries

98.84%

Top 5 countries

100.00%

Concentration index

0.9179

Effective countries

Chart tools

Open Country Allocation in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

Asset Classes

Primary asset class

Equity

Strategy

Thematic

Income strategy

No income focus

Frequently Asked Questions About JPPEX

What are the top holdings of JPPEX?: A machine-readable holdings disclosure for JPMorgan Mid Cap Equity R6 (JPPEX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
What sectors does JPPEX invest in?: JPMorgan Mid Cap Equity R6 (JPPEX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
What sector is JPPEX most exposed to?: JPPEX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
Is JPPEX a US-only fund?: The country allocation card on this page shows JPPEX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
What does JPPEX invest in?: Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index at the time of purchase.

TickerHolding

Name

Weight

Market Value

46637K84446637K844JPMorgan Prime Money Market Fund

JPMorgan Prime Money Market Fund

2.74%

153.24M

$153.25M

46266C10546266C105IQVIA Holdings, Inc.

IQVIA Holdings, Inc.

1.67%

546.53K

$93.21M

03073E10503073E105Cencora, Inc.

Cencora, Inc.

1.62%

288.28K

$90.56M

754730109754730109Raymond James Financial, Inc.

Raymond James Financial, Inc.

1.41%

544.99K

$78.91M

56585A10256585A102Marathon Petroleum Corp.

Marathon Petroleum Corp.

1.39%

319.46K

$78.01M

98389B10098389B100Xcel Energy, Inc.

Xcel Energy, Inc.

1.38%

968.93K

$76.97M

031100100031100100AMETEK, Inc.

AMETEK, Inc.

1.35%

352.22K

$75.50M

31620M10631620M106Fidelity National Information Services, Inc.

Fidelity National Information Services, Inc.

1.33%

1.59M

$74.64M

16411R20816411R208Cheniere Energy, Inc.

Cheniere Energy, Inc.

1.26%

248.07K

$70.39M

55306N10455306N104MKS, Inc.

MKS, Inc.

1.26%

305.77K

$70.27M

46645V64246645V642JPMorgan Securities Lending Money Market Fund

JPMorgan Securities Lending Money Market Fund

1.24%

69.61M

$69.61M

36266G10736266G107GE HealthCare Technologies, Inc.

GE HealthCare Technologies, Inc.

1.21%

949.32K

$67.57M

540424108540424108Loews Corp.

Loews Corp.

1.14%

596.77K

$63.70M

65473P10565473P105NiSource, Inc.

NiSource, Inc.

1.13%

1.36M

$63.31M

03076C10603076C106Ameriprise Financial, Inc.

Ameriprise Financial, Inc.

1.13%

142.31K

$63.24M

92939U10692939U106WEC Energy Group, Inc.

WEC Energy Group, Inc.

1.12%

538.98K

$62.40M

31946M10331946M103First Citizens BancShares, Inc.

First Citizens BancShares, Inc.

1.11%

33.04K

$62.27M

45073V10845073V108ITT, Inc.

ITT, Inc.

1.11%

326.82K

$62.27M

879360105879360105Teledyne Technologies, Inc.

Teledyne Technologies, Inc.

1.11%

102.32K

$61.90M

758849103758849103Regency Centers Corp.

Regency Centers Corp.

1.10%

812.87K

$61.50M