JPMorgan Mid Cap Equity Fund A (JCMAX)
63.90
+0.41
(+0.65%)
USD |
Feb 04 2026
JCMAX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.40% |
| Stock | 98.04% |
| Bond | 0.09% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.53% |
Market Capitalization
As of December 31, 2025
| Large | 5.67% |
| Mid | 52.93% |
| Small | 41.39% |
Region Exposure
| Americas | 96.90% |
|---|---|
|
North America
|
96.33% |
| Canada | 0.21% |
| United States | 96.11% |
|
Latin America
|
0.58% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.13% |
|---|---|
| United Kingdom | 0.23% |
|
Europe Developed
|
1.58% |
| Belgium | 0.00% |
| Finland | 0.01% |
| France | 0.03% |
| Germany | 0.04% |
| Ireland | 0.93% |
| Netherlands | 0.05% |
| Norway | 0.03% |
| Spain | 0.00% |
| Sweden | 0.07% |
| Switzerland | 0.41% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.33% |
| Israel | 0.30% |
| United Arab Emirates | 0.03% |
| Greater Asia | 0.31% |
|---|---|
| Japan | 0.01% |
|
Australasia
|
0.07% |
| Australia | 0.07% |
|
Asia Developed
|
0.03% |
| Singapore | 0.03% |
|
Asia Emerging
|
0.19% |
| Thailand | 0.19% |
| Unidentified Region | 0.65% |
|---|
Stock Sector Exposure
| Cyclical |
|
37.54% |
| Materials |
|
5.83% |
| Consumer Discretionary |
|
11.95% |
| Financials |
|
13.57% |
| Real Estate |
|
6.18% |
| Sensitive |
|
35.12% |
| Communication Services |
|
3.27% |
| Energy |
|
5.64% |
| Industrials |
|
15.58% |
| Information Technology |
|
10.63% |
| Defensive |
|
24.69% |
| Consumer Staples |
|
4.70% |
| Health Care |
|
13.49% |
| Utilities |
|
6.51% |
| Not Classified |
|
2.65% |
| Non Classified Equity |
|
0.25% |
| Not Classified - Non Equity |
|
2.40% |
As of December 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |