JPMorgan US Large Cap Core Plus Fund C (JLPCX)
15.02
+0.10
(+0.67%)
USD |
May 13 2025
JLPCX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.30% |
| Stock | 97.57% |
| Bond | 0.13% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 91.06% |
|---|---|
|
North America
|
91.16% |
| Canada | 1.23% |
| United States | 89.94% |
|
Latin America
|
-0.10% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.87% |
|---|---|
| United Kingdom | 0.90% |
|
Europe Developed
|
4.95% |
| Belgium | 0.00% |
| Denmark | 0.01% |
| France | 0.05% |
| Germany | 0.04% |
| Ireland | 3.37% |
| Netherlands | 1.29% |
| Norway | 0.01% |
| Sweden | 0.06% |
| Switzerland | 0.12% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.02% |
| United Arab Emirates | 0.02% |
| Greater Asia | 2.03% |
|---|---|
| Japan | 0.02% |
|
Australasia
|
0.08% |
| Australia | 0.08% |
|
Asia Developed
|
2.05% |
| Singapore | 0.78% |
| Taiwan | 1.26% |
|
Asia Emerging
|
-0.12% |
| India | -0.12% |
| Unidentified Region | 1.04% |
|---|
Stock Sector Exposure
| Cyclical |
|
18.39% |
| Materials |
|
2.03% |
| Consumer Discretionary |
|
7.23% |
| Financials |
|
7.48% |
| Real Estate |
|
1.65% |
| Sensitive |
|
55.55% |
| Communication Services |
|
7.35% |
| Energy |
|
4.21% |
| Industrials |
|
8.66% |
| Information Technology |
|
35.33% |
| Defensive |
|
18.49% |
| Consumer Staples |
|
3.70% |
| Health Care |
|
12.57% |
| Utilities |
|
2.22% |
| Not Classified |
|
7.57% |
| Non Classified Equity |
|
4.91% |
| Not Classified - Non Equity |
|
2.66% |
As of July 31, 2024
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 | -- |