JPMorgan Mid Cap Equity Fund A (JCMAX)
58.31
+0.03
(+0.05%)
USD |
Mar 12 2025
JCMAX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.35% |
| Stock | 97.44% |
| Bond | 0.21% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of January 31, 2025
| Large | 8.20% |
| Mid | 53.75% |
| Small | 38.05% |
Region Exposure
| Americas | 95.90% |
|---|---|
|
North America
|
94.61% |
| Canada | 0.22% |
| United States | 94.39% |
|
Latin America
|
1.29% |
| Brazil | 0.31% |
As of January 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.58% |
|---|---|
| United Kingdom | 0.42% |
|
Europe Developed
|
1.86% |
| Belgium | 0.00% |
| Denmark | 0.01% |
| Finland | 0.00% |
| France | 0.04% |
| Germany | 0.03% |
| Ireland | 0.68% |
| Netherlands | 0.15% |
| Norway | 0.02% |
| Sweden | 0.06% |
| Switzerland | 0.50% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.31% |
| Israel | 0.29% |
| United Arab Emirates | 0.02% |
| Greater Asia | 0.55% |
|---|---|
| Japan | 0.04% |
|
Australasia
|
0.48% |
| Australia | 0.47% |
|
Asia Developed
|
0.02% |
| Singapore | 0.02% |
| South Korea | 0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.97% |
|---|
Stock Sector Exposure
| Cyclical |
|
37.40% |
| Materials |
|
5.19% |
| Consumer Discretionary |
|
10.20% |
| Financials |
|
16.58% |
| Real Estate |
|
5.43% |
| Sensitive |
|
37.95% |
| Communication Services |
|
2.52% |
| Energy |
|
3.90% |
| Industrials |
|
17.07% |
| Information Technology |
|
14.46% |
| Defensive |
|
20.84% |
| Consumer Staples |
|
4.77% |
| Health Care |
|
10.47% |
| Utilities |
|
5.60% |
| Not Classified |
|
3.80% |
| Non Classified Equity |
|
0.47% |
| Not Classified - Non Equity |
|
3.33% |
As of July 31, 2024