JPMorgan US Small Company Fund R2 (JSCZX)
18.51
-0.19
(-1.02%)
USD |
May 19 2026
JSCZX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.05% |
| Stock | 97.86% |
| Bond | 0.19% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.10% |
Market Capitalization
As of March 31, 2026
| Large | 1.18% |
| Mid | 1.62% |
| Small | 97.20% |
Region Exposure
| Americas | 95.37% |
|---|---|
|
North America
|
90.63% |
| Canada | 0.51% |
| United States | 90.12% |
|
Latin America
|
4.75% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.43% |
|---|---|
| United Kingdom | 1.00% |
|
Europe Developed
|
2.30% |
| Finland | 0.01% |
| France | 0.55% |
| Germany | 0.02% |
| Ireland | 0.38% |
| Netherlands | 0.01% |
| Norway | 0.02% |
| Spain | 0.00% |
| Sweden | 0.05% |
| Switzerland | 0.94% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.13% |
| Israel | 0.12% |
| United Arab Emirates | 0.02% |
| Greater Asia | 0.19% |
|---|---|
| Japan | 0.01% |
|
Australasia
|
0.09% |
| Australia | 0.08% |
|
Asia Developed
|
0.09% |
| Singapore | 0.09% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
36.64% |
| Materials |
|
5.16% |
| Consumer Discretionary |
|
9.21% |
| Financials |
|
16.93% |
| Real Estate |
|
5.34% |
| Sensitive |
|
39.58% |
| Communication Services |
|
2.46% |
| Energy |
|
6.77% |
| Industrials |
|
16.97% |
| Information Technology |
|
13.38% |
| Defensive |
|
21.81% |
| Consumer Staples |
|
1.77% |
| Health Care |
|
16.77% |
| Utilities |
|
3.27% |
| Not Classified |
|
1.97% |
| Non Classified Equity |
|
0.18% |
| Not Classified - Non Equity |
|
1.79% |
As of March 31, 2026
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 | -- |