JPMorgan Investor Conservative Growth Fund

JPMorgan Investor Conservative Growth Fund is a registered fund series of JPMorgan Trust II (series S000003904). Net assets $4.2B 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$1.5B3541.31%
JPMorgan Core Plus Bond Fund$691.0M1634.19%
JPMorgan Income Fund$283.0M669.36%
JPMorgan International Research Enhanced Equity ETF$174.3M412.12%
JPMorgan Ltd. Duration Bond ETF$169.9M401.75%
JPMorgan U.S. Equity Fund$169.8M401.59%
JPMorgan High Yield Fund$122.3M289.27%
JPMorgan Large Cap Growth Fund$114.3M270.41%
JPMorgan U.S. Research Enhanced Equity Fund$106.2M251.08%
JPMorgan Equity Income Fund$98.8M233.61%
JPMorgan Value Advantage Fund$96.8M228.82%
JPMorgan U.S. GARP Equity Fund$93.5M221.10%
JPMorgan Short Duration Core Plus Fund$85.3M201.77%
JPMorgan Large Cap Value Fund$72.2M170.69%
JPMorgan Global Select Equity ETF$62.3M147.24%

Net asset history

Report dateNet assets
2026-03-31$4.2B
2025-12-31$4.3B
2025-09-30$4.1B
2025-06-30$4.0B
2025-03-31$3.9B
2024-12-31$3.9B
2024-09-30$4.0B
2024-06-30$3.8B

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