JPMorgan Investor Growth & Income Fund

JPMorgan Investor Growth & Income Fund is a registered fund series of JPMorgan Trust II (series S000003902). Net assets $5.1B as of 2026-03-31.

Profile

Advisers

Top holdings (26 reported)

Showing 15 of 26 holdings by value.

HoldingTickerValue% of fund
JPMorgan Core Bond Fund$844.5M1665.44%
JPMorgan U.S. Equity Fund$501.5M988.98%
JPMorgan Large Cap Growth Fund$466.6M920.05%
JPMorgan Core Plus Bond Fund$396.5M781.95%
JPMorgan Large Cap Value Fund$360.8M711.40%
JPMorgan U.S. Research Enhanced Equity Fund$328.5M647.82%
JPMorgan International Research Enhanced Equity ETF$289.2M570.22%
JPMorgan Income Fund$220.1M434.02%
JPMorgan Small & Mid Cap Enhanced Equity ETF$193.4M381.30%
JPMorgan Value Advantage Fund$179.5M353.96%
JPMorgan U.S. GARP Equity Fund$175.5M346.08%
JPMorgan Equity Income Fund$175.4M345.95%
JPMorgan Global Select Equity ETF$145.2M286.31%
JPMorgan High Yield Fund$139.6M275.28%
JPMorgan International Equity Fund$100.9M198.90%

Net asset history

Report dateNet assets
2026-03-31$5.1B
2025-12-31$5.2B
2025-09-30$5.2B
2025-06-30$5.0B
2025-03-31$4.7B
2024-12-31$4.7B
2024-09-30$4.8B
2024-06-30$4.6B

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