JPMorgan Investor Balanced A (OGIAX)

OGIAX Holdings List

As of Jul 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	JCBUX	JPMorgan Core Bond Fund	22.01%	120,601,923
2	JCPUX	JPMorgan Core Plus Bond Fund	11.38%	88,940,723
3	JUEMX	JPMorgan US Equity R6	8.17%	16,975,081
4	JLGMX	JPMorgan Large Cap Growth R6	5.71%	3,506,565
5	JIRE	JPMorgan International Research Enhanced Equity ETF	5.33%	4,336,934
6	JMSFX	JPMorgan Income R6	5.14%	33,751,893
7	JDEUX	JPMorgan U.S. Research Enhanced Equity Fund	5.12%	6,175,139
8	JGISX	JPMorgan U.S. GARP Equity Fund	3.98%	2,414,561
9	JLVMX	JPMorgan Large Cap Value R6	3.80%	10,444,283
10	JHYUX	JPMorgan High Yield R6	3.74%	32,161,915
11	OIEJX	JPMorgan Equity Income R6	3.02%	6,736,393
12	JVAYX	JPMorgan Value Advantage R6	3.01%	4,385,522
13	JPLD	JPMorgan Limited Duration Bond ETF	2.76%	2,980,762
14	JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	2.75%	2,576,137
15	JGLO	JPMorgan Global Select Equity ETF Global Select Equity ETF	2.57%	2,217,884
16	JMGMX	JPMorgan Mid Cap Growth R6	1.46%	1,447,098
17	JSDRX	JPMorgan Short Duration Core Plus R6	1.41%	8,447,779
18	EMRSX	JPMorgan Emerging Mkts Rsrch Enh Eq R6	1.27%	3,772,005
19	n/a	Jpmorgan Us Govt Mmkt Fund Im Shares (Restricted)	1.26%	70,766,317
20	JNEMX	JPMorgan International Equity R6	1.20%	3,106,077
21	VEUVX	JPMorgan Europe Dynamic Fund	1.12%	1,634,174
22	JEMWX	JPMorgan Emerging Markets Equity Fund	1.04%	1,635,835
23	JEMVX	JPMorgan Emerging Markets Debt Fund	0.99%	8,785,607
24	JSIMX	JPMorgan Unconstrained Debt R6	0.84%	4,810,897
25	VSENX	JPMorgan Small Cap Equity R6	0.46%	485,069

Showing 25 of 27 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	49.46%
Bond	45.67%
Cash	4.63%
Not Classified	0.13%
Other	0.11%

Country Breakdown

Sector	% Weight
United States	98.13%
Other	1.87%