JPMorgan Investor Balanced Fund Class C (OGBCX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
15.92
+0.18 (1.14%)
At close: Mar 31, 2026
OGBCX Holdings Information
OGBCX is a mutual fund with a total of 27 individual holdings.
Total Holdings
27
Top 10 Percentage
74.83%
Asset Class
n/a
Fund Category
Allocation--50% to 70% Equity
Assets
5.87B
Forward PE Ratio
19.53
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | JCBUX | JPMorgan Core Bond Fund Class R6 | 22.47% |
| 2 | JCPUX | JPMorgan Core Plus Bond Fund Class R6 | 11.81% |
| 3 | JUEMX | JPMorgan U.S. Equity Fund Class R6 | 7.96% |
| 4 | JIRE | JPMorgan International Research Enhanced Equity ETF | 5.55% |
| 5 | JLGMX | JPMorgan Large Cap Growth Fund Class R6 | 5.27% |
| 6 | JMSFX | JPMorgan Income Fund Class R6 | 5.20% |
| 7 | JDEUX | JPMorgan U.S. Research Enhanced Equity Fund Class R6 | 5.03% |
| 8 | JLVMX | JPMorgan Large Cap Value Fund Class R6 | 4.07% |
| 9 | JHYUX | JPMorgan High Yield Fund Class R6 | 3.74% |
| 10 | JGISX | JPMorgan U.S. GARP Equity Fund R6 | 3.72% |
| 11 | JVAYX | JPMorgan Value Advantage Fund Class R6 | 3.18% |
| 12 | OIEJX | JPMorgan Equity Income Fund Class R6 | 3.09% |
| 13 | JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | 2.92% |
| 14 | JGLO | JPMorgan Global Select Equity ETF Global Select Equity ETF | 2.55% |
| 15 | JPLD | JPMorgan Limited Duration Bond ETF | 2.06% |
| 16 | JSDRX | JPMorgan Short Duration Core Plus Fund Class R6 | 1.40% |
| 17 | JMGMX | JPMorgan Mid Cap Growth Fund Class R6 | 1.35% |
| 18 | EMRSX | JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 | 1.29% |
| 19 | JNEMX | JPMorgan International Equity Fund Class R6 | 1.25% |
| 20 | VEUVX | JPMorgan Europe Dynamic Fund Class R6 | 1.14% |
| 21 | JEMVX | JPMorgan Emerging Markets Debt Fund Class R6 | 1.04% |
| 22 | JEMWX | JPMorgan Emerging Markets Equity Fund Class R6 | 1.03% |
| 23 | MGMXX | JPMorgan U.S. Government Money Market Fund | 1.02% |
| 24 | JFLX | JPMorgan Flexible Debt ETF | 0.83% |
| 25 | JSVUX | JPMorgan Small Cap Value Fund Class R6 | 0.54% |
As of Jan 31, 2026