JPMorgan Investor Balanced Fund Class I (OIBFX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
17.32
+0.19 (1.11%)
At close: May 6, 2026
OIBFX Holdings Information
OIBFX is a mutual fund with a total of 27 individual holdings.
Total Holdings
27
Top 10 Percentage
74.65%
Asset Class
n/a
Fund Category
Allocation--50% to 70% Equity
Assets
5.57B
Forward PE Ratio
19.60
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | JCBUX | JPMorgan Core Bond Fund Class R6 | 22.77% |
| 2 | JCPUX | JPMorgan Core Plus Bond Fund Class R6 | 11.96% |
| 3 | JUEMX | JPMorgan U.S. Equity Fund Class R6 | 7.74% |
| 4 | JIRE | JPMorgan International Research Enhanced Equity ETF | 5.47% |
| 5 | JMSFX | JPMorgan Income Fund Class R6 | 5.21% |
| 6 | JLGMX | JPMorgan Large Cap Growth Fund Class R6 | 5.12% |
| 7 | JDEUX | JPMorgan U.S. Research Enhanced Equity Fund Class R6 | 4.97% |
| 8 | JLVMX | JPMorgan Large Cap Value Fund Class R6 | 4.09% |
| 9 | JHYUX | JPMorgan High Yield Fund Class R6 | 3.74% |
| 10 | JGISX | JPMorgan U.S. GARP Equity Fund R6 | 3.59% |
| 11 | JVAYX | JPMorgan Value Advantage Fund Class R6 | 3.25% |
| 12 | OIEJX | JPMorgan Equity Income Fund Class R6 | 3.15% |
| 13 | JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | 3.02% |
| 14 | JGLO | JPMorgan Global Select Equity ETF Global Select Equity ETF | 2.49% |
| 15 | JPLD | JPMorgan Limited Duration Bond ETF | 2.06% |
| 16 | JSDRX | JPMorgan Short Duration Core Plus Fund Class R6 | 1.41% |
| 17 | JMGMX | JPMorgan Mid Cap Growth Fund Class R6 | 1.35% |
| 18 | JNEMX | JPMorgan International Equity Fund Class R6 | 1.26% |
| 19 | EMRSX | JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 | 1.25% |
| 20 | VEUVX | JPMorgan Europe Dynamic Fund Class R6 | 1.11% |
| 21 | MGMXX | JPMorgan U.S. Government Money Market Fund | 1.10% |
| 22 | JEMVX | JPMorgan Emerging Markets Debt Fund Class R6 | 1.05% |
| 23 | JEMWX | JPMorgan Emerging Markets Equity Fund Class R6 | 1.01% |
| 24 | JFLX | JPMorgan Flexible Debt ETF | 0.83% |
| 25 | JSVUX | JPMorgan Small Cap Value Fund Class R6 | 0.55% |
As of Feb 28, 2026