# JPMorgan Hedged Equity 3 Fund

JPMorgan Hedged Equity 3 Fund is a registered fund series of JPMorgan Trust IV (series S000070949). Net assets $2.6B as of 2026-03-31.

## Profile

- Series ID: S000070949
- Registrant: JPMorgan Trust IV
- LEI: 549300Y1I7MNW5VXQZ94
- Net assets: $2.6B
- Total assets: $2.6B
- As of: 2026-03-31

## Advisers

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

## Top holdings (163 reported)

_Showing 15 of 163 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $204.6M | 783.41% |
| [Apple, Inc.](https://search.stillhousedata.com/security/037833100) | — | $164.8M | 631.18% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $136.4M | 522.37% |
| [Amazon.com, Inc.](https://search.stillhousedata.com/security/023135106) | — | $104.4M | 399.66% |
| S&P 500 Index | — | $77.4M | 296.45% |
| [Alphabet, Inc.](https://search.stillhousedata.com/security/02079K305) | — | $77.1M | 295.21% |
| [Broadcom, Inc.](https://search.stillhousedata.com/security/11135F101) | — | $70.8M | 271.20% |
| [Meta Platforms, Inc.](https://search.stillhousedata.com/security/30303M102) | — | $61.3M | 234.63% |
| [Exxon Mobil Corp.](https://search.stillhousedata.com/security/30231G102) | — | $55.5M | 212.44% |
| [Alphabet, Inc.](https://search.stillhousedata.com/security/02079K107) | — | $50.5M | 193.38% |
| [JPMorgan Prime Money Market Fund](https://search.stillhousedata.com/security/46637K844) | — | $45.6M | 174.73% |
| [Tesla, Inc.](https://search.stillhousedata.com/security/88160R101) | — | $45.1M | 172.73% |
| [JPMorgan U.S. Government Money Market Fund](https://search.stillhousedata.com/security/4812C2270) | — | $38.6M | 147.71% |
| [Berkshire Hathaway, Inc.](https://search.stillhousedata.com/security/084670702) | — | $35.3M | 135.25% |
| [Johnson & Johnson](https://search.stillhousedata.com/security/478160104) | — | $35.0M | 133.90% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $2.6B |
| 2025-12-31 | $2.8B |
| 2025-09-30 | $2.9B |
| 2025-06-30 | $3.3B |
| 2025-03-31 | $3.0B |
| 2024-12-31 | $3.1B |
| 2024-09-30 | $3.2B |
| 2024-06-30 | $2.9B |

## More

- [Registrant: JPMorgan Trust IV](https://search.stillhousedata.com/registrant/1659326)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000070949.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.