# JPMorgan Equity Premium Income Fund

JPMorgan Equity Premium Income Fund is a registered fund series of JPMorgan Trust IV (series S000062679). Net assets $5.5B as of 2026-03-31.

## Profile

- Series ID: S000062679
- Registrant: JPMorgan Trust IV
- LEI: 549300KRTNWTZ6IPYS05
- Net assets: $5.5B
- Total assets: $5.5B
- As of: 2026-03-31

## Advisers

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

## Top holdings (120 reported)

_Showing 15 of 120 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Johnson & Johnson](https://search.stillhousedata.com/security/478160104) | — | $97.6M | 177.85% |
| [Ross Stores, Inc.](https://search.stillhousedata.com/security/778296103) | — | $95.5M | 174.06% |
| [EOG Resources, Inc.](https://search.stillhousedata.com/security/26875P101) | — | $94.5M | 172.13% |
| [NextEra Energy, Inc.](https://search.stillhousedata.com/security/65339F101) | — | $91.9M | 167.39% |
| [Howmet Aerospace, Inc.](https://search.stillhousedata.com/security/443201108) | — | $88.9M | 162.06% |
| [AbbVie, Inc.](https://search.stillhousedata.com/security/00287Y109) | — | $87.2M | 158.90% |
| [RTX Corp.](https://search.stillhousedata.com/security/75513E101) | — | $84.3M | 153.55% |
| [Walmart, Inc.](https://search.stillhousedata.com/security/931142103) | — | $80.2M | 146.19% |
| [PepsiCo, Inc.](https://search.stillhousedata.com/security/713448108) | — | $80.0M | 145.87% |
| Eaton Corp. plc | — | $79.8M | 145.38% |
| Trane Technologies plc | — | $79.6M | 145.06% |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $78.9M | 143.72% |
| [Yum! Brands, Inc.](https://search.stillhousedata.com/security/988498101) | — | $78.8M | 143.62% |
| [Amazon.com, Inc.](https://search.stillhousedata.com/security/023135106) | — | $78.6M | 143.23% |
| [Apple, Inc.](https://search.stillhousedata.com/security/037833100) | — | $77.8M | 141.76% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $5.5B |
| 2025-12-31 | $6.1B |
| 2025-09-30 | $6.3B |
| 2025-06-30 | $6.4B |
| 2025-03-31 | $6.4B |
| 2024-12-31 | $6.4B |
| 2024-09-30 | $6.5B |
| 2024-06-30 | $6.2B |

## More

- [Registrant: JPMorgan Trust IV](https://search.stillhousedata.com/registrant/1659326)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000062679.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.