JPMorgan Investor Balanced Fund Class C (OGBCX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.94
+0.05 (0.30%)
At close: May 28, 2026
OGBCX Holdings Information
OGBCX is a mutual fund with a total of 26 individual holdings.
Total Holdings
26
Top 10 Percentage
75.80%
Asset Class
n/a
Fund Category
Allocation--50% to 70% Equity
Assets
5.83B
Forward PE Ratio
18.02
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | JCBUX | JPMorgan Core Bond Fund Class R6 | 23.14% |
| 2 | JCPUX | JPMorgan Core Plus Bond Fund Class R6 | 12.30% |
| 3 | n/a | JPMorgan U.S. Equity Fund, Class R6 | 8.42% |
| 4 | JMSFX | JPMorgan Income Fund Class R6 | 5.44% |
| 5 | JIRE | JPMorgan International Research Enhanced Equity ETF | 5.29% |
| 6 | n/a | JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 5.21% |
| 7 | JLGMX | JPMorgan Large Cap Growth Fund Class R6 | 5.12% |
| 8 | JLVMX | JPMorgan Large Cap Value Fund Class R6 | 4.06% |
| 9 | JGISX | JPMorgan U.S. GARP Equity Fund R6 | 3.58% |
| 10 | n/a | JPMorgan Value Advantage Fund, Class R6 | 3.23% |
| 11 | OIEJX | JPMorgan Equity Income Fund Class R6 | 3.17% |
| 12 | JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | 3.03% |
| 13 | JHYUX | JPMorgan High Yield Fund Class R6 | 2.72% |
| 14 | JGLO | JPMorgan Global Select Equity ETF Global Select Equity ETF | 2.48% |
| 15 | JPLD | JPMorgan Limited Duration Bond ETF | 2.03% |
| 16 | JSDRX | JPMorgan Short Duration Core Plus Fund Class R6 | 1.47% |
| 17 | EMRSX | JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 | 1.33% |
| 18 | JMGMX | JPMorgan Mid Cap Growth Fund Class R6 | 1.33% |
| 19 | n/a | JPMorgan International Equity Fund, Class R6 | 1.21% |
| 20 | VEUVX | JPMorgan Europe Dynamic Fund Class R6 | 1.07% |
| 21 | JEMVX | JPMorgan Emerging Markets Debt Fund Class R6 | 1.06% |
| 22 | n/a | JPMorgan Emerging Markets Equity Fund, Class R6 | 0.97% |
| 23 | MGMXX | JPMorgan U.S. Government Money Market Fund Class IM | 0.97% |
| 24 | JFLX | JPMorgan Flexible Debt ETF | 0.86% |
| 25 | n/a | JPMorgan Small Cap Value Fund, Class R6 | 0.55% |
As of Mar 31, 2026