# JPMorgan Value Plus Fund

JPMorgan Value Plus Fund is a registered fund series of JPMorgan Trust IV (series S000054968). Net assets $11.5M as of 2019-09-30.

## Profile

- Series ID: S000054968
- Registrant: JPMorgan Trust IV
- LEI: 549300R7ZCGP5EKEON55
- Net assets: $11.5M
- Total assets: $13.8M
- As of: 2019-09-30

## Advisers

- [J.P. Morgan Investment Management Inc. (Advisor)](https://search.stillhousedata.com/firm/107038)

## Top holdings (142 reported)

_Showing 15 of 142 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [FMC Corp.](https://search.stillhousedata.com/security/302491303) | — | $607K | 528.39% |
| [Comcast Corp.](https://search.stillhousedata.com/security/20030N101) | — | $581K | 505.51% |
| [Wells Fargo & Co.](https://search.stillhousedata.com/security/949746101) | — | $418K | 363.67% |
| [Southwest Airlines Co.](https://search.stillhousedata.com/security/844741108) | — | $364K | 316.93% |
| [Charter Communications, Inc.](https://search.stillhousedata.com/security/16119P108) | — | $334K | 290.90% |
| [Berkshire Hathaway, Inc.](https://search.stillhousedata.com/security/084670702) | — | $320K | 278.09% |
| [Chevron Corp.](https://search.stillhousedata.com/security/166764100) | — | $291K | 253.10% |
| [Zimmer Biomet Holdings, Inc.](https://search.stillhousedata.com/security/98956P102) | — | $272K | 237.15% |
| [Concho Resources, Inc.](https://search.stillhousedata.com/security/20605P101) | — | $266K | 231.25% |
| [Cigna Corp.](https://search.stillhousedata.com/security/125523100) | — | $262K | 228.16% |
| [Ventas, Inc.](https://search.stillhousedata.com/security/92276F100) | — | $250K | 217.89% |
| [US Bancorp](https://search.stillhousedata.com/security/902973304) | — | $243K | 211.78% |
| [Bank of America Corp.](https://search.stillhousedata.com/security/060505104) | — | $243K | 211.15% |
| [Morgan Stanley](https://search.stillhousedata.com/security/617446448) | — | $236K | 205.56% |
| [General Dynamics Corp.](https://search.stillhousedata.com/security/369550108) | — | $221K | 192.60% |

## More

- [Registrant: JPMorgan Trust IV](https://search.stillhousedata.com/registrant/1659326)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000054968.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.