JPMorgan SMID Cap Equity Fund

Fund Profile

Fund profile

Tickers

WOOPX, PECAX, ODMCX, WOOSX, WOOOX, WOOQX

Fund manager

JPMorgan Core Bond Fund

Total assets

$423.63 mm

Liabilities

$337.67 k

Net assets

$423.30 mm

Number of holdings

103.00

103 Holdings

As of Dec 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
WSC WillScot Holdings Corporation	8.94 mm	267.30 k shares	2.11	Common equity	Long	USA
MSA MSA Safety Incorporated	7.67 mm	46.28 k shares	1.81	Common equity	Long	USA
CORE Core-Mark Hldg Co Inc	7.36 mm	87.08 k shares	1.74	Common equity	Long	USA
PCTY Paylocity Holding Corporation	6.96 mm	34.89 k shares	1.64	Common equity	Long	USA
Cushman & Wakefield plc	6.93 mm	530.01 k shares	1.64	Common equity	Long	UK
ENTG Entegris, Inc.	6.45 mm	65.09 k shares	1.52	Common equity	Long	USA
COTI Coretag, Inc.	6.31 mm	123.95 k shares	1.49	Common equity	Long	USA
SM SM Energy Company	6.07 mm	156.66 k shares	1.43	Common equity	Long	USA
POOL Pool Corporation	5.76 mm	16.91 k shares	1.36	Common equity	Long	USA
JPMorgan Prime Money Market Fund, Class IM	5.75 mm	5.74 mm shares	1.36	Short-term investment vehicle	Long	USA
WCN Waste Connections, Inc.	5.69 mm	33.18 k shares	1.34	Common equity	Long	Canada
CBOE Cboe Global Markets, Inc.	5.69 mm	29.12 k shares	1.34	Common equity	Long	USA
EXP Eagle Materials Inc.	5.64 mm	22.86 k shares	1.33	Common equity	Long	USA
HAYW Hayward Holdings, Inc.	5.51 mm	360.63 k shares	1.30	Common equity	Long	USA
BFAM Bright Horizons Family Solutions Inc.	5.44 mm	49.11 k shares	1.29	Common equity	Long	USA
WEX WEX Inc.	5.26 mm	29.99 k shares	1.24	Common equity	Long	USA
FHN First Horizon Corporation	5.23 mm	259.45 k shares	1.23	Common equity	Long	USA
MOH Molina Healthcare, Inc.	5.11 mm	17.57 k shares	1.21	Common equity	Long	USA
WTFC Wintrust Financial Corporation	5.06 mm	40.56 k shares	1.19	Common equity	Long	USA
EHC Encompass Health Corporation	5.02 mm	54.39 k shares	1.19	Common equity	Long	USA
RBC RBC Bearings Incorporated	4.84 mm	16.19 k shares	1.14	Common equity	Long	USA
EVR Evercore Inc.	4.82 mm	17.41 k shares	1.14	Common equity	Long	USA
TRU TransUnion	4.81 mm	51.86 k shares	1.14	Common equity	Long	USA
MAA Mid-America Apartment Communities, Inc.	4.80 mm	31.03 k shares	1.13	Common equity	Long	USA
RHP Ryman Hospitality Properties, Inc.	4.77 mm	45.76 k shares	1.13	Common equity	Long	USA
MTN Vail Resorts, Inc.	4.71 mm	25.11 k shares	1.11	Common equity	Long	USA
CFR Cullen/Frost Bankers, Inc.	4.70 mm	35.03 k shares	1.11	Common equity	Long	USA
BURL Burlington Stores, Inc.	4.69 mm	16.45 k shares	1.11	Common equity	Long	USA
PLNT Planet Fitness, Inc.	4.67 mm	47.22 k shares	1.10	Common equity	Long	USA
STERIS plc	4.64 mm	22.56 k shares	1.10	Common equity	Long	Ireland
ATO Atmos Energy Corporation	4.56 mm	32.72 k shares	1.08	Common equity	Long	USA
Axalta Coating Systems Ltd.	4.55 mm	132.98 k shares	1.07	Common equity	Long	Bermuda
IEX IDEX Corporation	4.52 mm	21.62 k shares	1.07	Common equity	Long	USA
BC Brunswick Corporation	4.50 mm	69.59 k shares	1.06	Common equity	Long	USA
LKQ LKQ Corporation	4.48 mm	122.02 k shares	1.06	Common equity	Long	USA
MKTX MarketAxess Holdings Inc.	4.48 mm	19.84 k shares	1.06	Common equity	Long	USA
FBIN Fortune Brands Innovations, Inc.	4.42 mm	64.63 k shares	1.04	Common equity	Long	USA
JKHY Jack Henry & Associates, Inc.	4.41 mm	25.19 k shares	1.04	Common equity	Long	USA
NVST Envista Holdings Corp	4.41 mm	228.38 k shares	1.04	Common equity	Long	USA
ALGM Allegro MicroSystems, Inc.	4.38 mm	200.42 k shares	1.03	Common equity	Long	USA
SSD Simpson Manufacturing Co., Inc.	4.30 mm	25.95 k shares	1.02	Common equity	Long	USA
CHE Chemed Corporation	4.29 mm	8.09 k shares	1.01	Common equity	Long	USA
CASY Casey's General Stores, Inc.	4.18 mm	10.54 k shares	0.99	Common equity	Long	USA
BRO Brown & Brown, Inc.	4.17 mm	40.91 k shares	0.99	Common equity	Long	USA
STEP StepStone Group Inc.	4.16 mm	71.83 k shares	0.98	Common equity	Long	USA
KNSL Kinsale Capital Group, Inc.	4.13 mm	8.89 k shares	0.98	Common equity	Long	USA
WST West Pharmaceutical Services, Inc.	4.10 mm	12.53 k shares	0.97	Common equity	Long	USA
SAIA Saia, Inc.	4.06 mm	8.92 k shares	0.96	Common equity	Long	USA
WHD Cactus, Inc.	4.02 mm	68.86 k shares	0.95	Common equity	Long	USA
POWI Power Integrations, Inc.	4.02 mm	65.12 k shares	0.95	Common equity	Long	USA
BJ BJ's Wholesale Club Holdings, Inc.	3.99 mm	44.70 k shares	0.94	Common equity	Long	USA
MANH Manhattan Associates, Inc.	3.97 mm	14.69 k shares	0.94	Common equity	Long	USA
NDSN Nordson Corporation	3.95 mm	18.89 k shares	0.93	Common equity	Long	USA
SSNC SS&C Technologies Holdings, Inc.	3.95 mm	52.12 k shares	0.93	Common equity	Long	USA
LECO Lincoln Electric Holdings, Inc.	3.95 mm	21.06 k shares	0.93	Common equity	Long	USA
KWR Quaker Chemical Corporation	3.90 mm	27.71 k shares	0.92	Common equity	Long	USA
DRVN Driven Brands Holdings Inc.	3.85 mm	238.41 k shares	0.91	Common equity	Long	USA
DPZ Domino's Pizza, Inc.	3.80 mm	9.06 k shares	0.90	Common equity	Long	USA
ICUI ICU Medical, Inc.	3.76 mm	24.20 k shares	0.89	Common equity	Long	USA
FA First Advantage Corporation	3.71 mm	198.05 k shares	0.88	Common equity	Long	USA
TTC The Toro Company	3.70 mm	46.22 k shares	0.87	Common equity	Long	USA
WEN The Wendy's Company	3.68 mm	225.78 k shares	0.87	Common equity	Long	USA
RBA RB Global, Inc.	3.66 mm	40.54 k shares	0.86	Common equity	Long	Canada
RLI RLI Corp.	3.65 mm	22.16 k shares	0.86	Common equity	Long	USA
FIBK First Interstate BancSystem, Inc.	3.62 mm	111.36 k shares	0.85	Common equity	Long	USA
LW Lamb Weston Holdings, Inc.	3.61 mm	54.06 k shares	0.85	Common equity	Long	USA
EGP EastGroup Properties, Inc.	3.60 mm	22.43 k shares	0.85	Common equity	Long	USA
TYL Tyler Technologies, Inc.	3.54 mm	6.14 k shares	0.84	Common equity	Long	USA
DTM DT Midstream, Inc.	3.50 mm	35.21 k shares	0.83	Common equity	Long	USA
HQY HealthEquity, Inc.	3.48 mm	36.32 k shares	0.82	Common equity	Long	USA
JBI Janus International Group, Inc.	3.46 mm	470.48 k shares	0.82	Common equity	Long	USA
CBSH Commerce Bancshares, Inc.	3.41 mm	54.70 k shares	0.81	Common equity	Long	USA
LII Lennox International Inc.	3.39 mm	5.56 k shares	0.80	Common equity	Long	USA
LSTR Landstar System, Inc.	3.38 mm	19.66 k shares	0.80	Common equity	Long	USA
WH Wyndham Hotels & Resorts, Inc.	3.38 mm	33.50 k shares	0.80	Common equity	Long	USA
WSFS WSFS Financial Corporation	3.37 mm	63.40 k shares	0.80	Common equity	Long	USA
BR Broadridge Financial Solutions, Inc.	3.36 mm	14.87 k shares	0.79	Common equity	Long	USA
HLMN Hillman Solutions Corp.	3.33 mm	342.27 k shares	0.79	Common equity	Long	USA
GWRE Guidewire Software, Inc.	3.28 mm	19.43 k shares	0.77	Common equity	Long	USA
CUBE CubeSmart	3.23 mm	75.28 k shares	0.76	Common equity	Long	USA
FDS FactSet Research Systems Inc.	3.23 mm	6.72 k shares	0.76	Common equity	Long	USA
ATR AptarGroup, Inc.	3.17 mm	20.20 k shares	0.75	Common equity	Long	USA
QDEL QuidelOrtho Corporation	3.11 mm	69.92 k shares	0.74	Common equity	Long	USA
FIVE Five Below, Inc.	3.02 mm	28.80 k shares	0.71	Common equity	Long	USA
NNN National Retail Properties, Inc.	2.99 mm	73.23 k shares	0.71	Common equity	Long	USA
LPLA LPL Financial Holdings Inc.	2.95 mm	9.05 k shares	0.70	Common equity	Long	USA
AZEK The AZEK Company Inc.	2.90 mm	61.01 k shares	0.68	Common equity	Long	USA
MORN Morningstar, Inc.	2.87 mm	8.53 k shares	0.68	Common equity	Long	USA
QLYS Qualys, Inc.	2.77 mm	19.77 k shares	0.65	Common equity	Long	USA
GNTX Gentex Corporation	2.75 mm	95.55 k shares	0.65	Common equity	Long	USA
Aarons Holdings Company Inc.	2.72 mm	23.09 k shares	0.64	Common equity	Long	USA
CWAN Clearwater Analytics Holdings, Inc.	2.56 mm	93.19 k shares	0.61	Common equity	Long	USA
PRM Perimeter Solutions, SA	2.56 mm	200.02 k shares	0.60	Common equity	Long	USA
TER Teradyne, Inc.	2.45 mm	19.47 k shares	0.58	Common equity	Long	USA
CGNX Cognex Corporation	2.42 mm	67.57 k shares	0.57	Common equity	Long	USA
MEDP Medpace Holdings, Inc.	2.37 mm	7.12 k shares	0.56	Common equity	Long	USA
UTZ Utz Brands, Inc.	2.35 mm	150.10 k shares	0.56	Common equity	Long	USA
CON Concentra Group Holdings Parent, Inc.	2.32 mm	117.45 k shares	0.55	Common equity	Long	USA
MC Moelis & Company	2.29 mm	31.05 k shares	0.54	Common equity	Long	USA
NCNO nCino, Inc.	2.28 mm	67.89 k shares	0.54	Common equity	Long	USA
SFBS ServisFirst Bancshares, Inc.	1.98 mm	23.33 k shares	0.47	Common equity	Long	USA
HWM Howmet Aerospace Inc.	1.70 mm	15.56 k shares	0.40	Common equity	Long	USA
LOAR Loar Holdings Inc.	1.62 mm	21.88 k shares	0.38	Common equity	Long	USA