JPMorgan US Large Cap Core Plus Fund R2 (JLPZX)
18.60
-0.21
(-1.12%)
USD |
Feb 05 2026
JLPZX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.49% |
| Stock | 98.50% |
| Bond | 0.05% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.05% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 92.57% |
|---|---|
|
North America
|
92.56% |
| Canada | 0.22% |
| United States | 92.34% |
|
Latin America
|
0.01% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.84% |
|---|---|
| United Kingdom | 0.17% |
|
Europe Developed
|
4.66% |
| Belgium | 0.00% |
| Finland | 0.01% |
| France | 0.02% |
| Germany | 0.02% |
| Ireland | 3.19% |
| Netherlands | 1.24% |
| Norway | 0.02% |
| Spain | 0.00% |
| Sweden | 0.04% |
| Switzerland | 0.11% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.02% |
| United Arab Emirates | 0.02% |
| Greater Asia | 1.90% |
|---|---|
| Japan | 0.01% |
|
Australasia
|
0.04% |
| Australia | 0.04% |
|
Asia Developed
|
1.84% |
| Singapore | 0.17% |
| Taiwan | 1.67% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.69% |
|---|
Stock Sector Exposure
| Cyclical |
|
28.75% |
| Materials |
|
1.70% |
| Consumer Discretionary |
|
12.73% |
| Financials |
|
12.77% |
| Real Estate |
|
1.56% |
| Sensitive |
|
54.43% |
| Communication Services |
|
10.89% |
| Energy |
|
2.44% |
| Industrials |
|
7.97% |
| Information Technology |
|
33.13% |
| Defensive |
|
15.32% |
| Consumer Staples |
|
2.82% |
| Health Care |
|
9.73% |
| Utilities |
|
2.76% |
| Not Classified |
|
1.50% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
1.50% |
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 | -- |