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Monthly Holdings: Large Cap Growth Strategy

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Monthly Holdings: Large Cap Growth Strategy J.P. Morgan Large Cap Growth Strategy As of August 31, 2021 Sector Ticker Security Name Percent Autos & Transportation NSC NORFOLK SOUTHERN CORP 0.77% FDX FEDEX CORP 1.27% TSLA TESLA INC 2.22% Autos & Transportation Sub Total 4.26% Basic Materials FCX Freeport-McMoRan Inc 1.32% Basic Materials Sub Total 1.32% Big Banks & Brokers COF CAPITAL ONE FINANCIAL CORP 0.72% SIVB SVB FINANCIAL GROUP 1.20% SCHW SCHWAB (CHARLES) CORP 1.54% MS MORGAN STANLEY 2.04% Big Banks & Brokers Sub Total 5.49% CASH & CASH EQUIVALENTS USD United States Dollar 4.09% CASH & CASH EQUIVALENTS Sub Total 4.09% Consumer Cyclical ABNB AIRBNB INC-CLASS A 0.03% Z ZILLOW GROUP INC - C 0.67% SHW SHERWIN-WILLIAMS CO/THE 0.88% MTCH MATCH GROUP INC 0.93% BKNG BOOKING HOLDINGS INC 1.41% Consumer Cyclical Sub Total 3.93% Consumer Stable SAM BOSTON BEER COMPANY INC-A 0.10% MNST MONSTER BEVERAGE CORP 1.50% Consumer Stable Sub Total 1.60% Financial Services SHOP SHOPIFY INC - CLASS A 0.10% MKTX MARKETAXESS HOLDINGS INC 0.37% MSCI MSCI INC 0.45% VRSK VERISK ANALYTICS INC 0.59% SQ SQUARE INC - A 0.98% MA MASTERCARD INC - A 1.02% BX BLACKSTONE INC 2.62% PYPL PAYPAL HOLDINGS INC 3.14% Financial Services Sub Total 9.28% Health Services & Systems MCK MCKESSON CORP 1.51% HCA HCA HEALTHCARE INC 1.78% Health Services & Systems Sub Total 3.29% Industrial Cyclical APH AMPHENOL CORP-CL A 1.00% TT TRANE TECHNOLOGIES PLC 1.22% J.P. Morgan Large Cap Growth Strategy As of August 31, 2021 Sector Ticker Security Name Percent ROK ROCKWELL AUTOMATION INC 1.64% DE DEERE & CO 3.20% Industrial Cyclical Sub Total 7.07% Media TTD TRADE DESK INC/THE -CLASS A 0.05% ROKU ROKU INC 0.12% ETSY ETSY INC 0.25% TWTR TWITTER INC 0.34% MELI MERCADOLIBRE INC 0.40% UBER UBER TECHNOLOGIES INC 0.58% NFLX NETFLIX INC 0.73% SNAP SNAP INC - A 2.16% AMZN AMAZON.COM INC 3.13% FB FACEBOOK INC-CLASS A 4.84% GOOG ALPHABET INC-CL C 6.82% Media Sub Total 19.41% Pharm/MedTech EXAS EXACT SCIENCES CORP 0.26% BMRN BIOMARIN PHARMACEUTICAL INC 0.29% TMO THERMO FISHER SCIENTIFIC INC 0.30% MRNA MODERNA INC 0.32% ABMD ABIOMED INC 0.35% DXCM DEXCOM INC 0.68% REGN REGENERON PHARMACEUTICALS 0.82% SGEN SEAGEN INC 0.97% BIIB BIOGEN INC 0.98% ISRG INTUITIVE SURGICAL INC 1.23% ALGN ALIGN TECHNOLOGY INC 1.84% Pharm/MedTech Sub Total 8.03% Retail W WAYFAIR INC- CLASS A 0.36% AZO AUTOZONE INC 0.84% CVNA CARVANA CO 0.93% TPR TAPESTRY INC 1.14% EL ESTEE LAUDER COMPANIES-CL A 1.47% LOW LOWE'S COS INC 1.53% CMG CHIPOTLE MEXICAN GRILL INC 1.84% Retail Sub Total 8.11% Semi & Hardware CREE CREE INC 0.06% J.P. Morgan Large Cap Growth Strategy As of August 31, 2021 Sector Ticker Security Name Percent ENPH ENPHASE ENERGY INC 0.10% QCOM QUALCOMM INC 0.91% NVDA NVIDIA CORP 1.22% LRCX LAM RESEARCH CORP 1.34% TXN TEXAS INSTRUMENTS INC 1.34% ASML ASML HOLDING NV-NY REG SHS 1.74% AMD ADVANCED MICRO DEVICES 1.90% AAPL APPLE INC 5.98% Semi & Hardware Sub Total 14.58% Software & Services MDB MONGODB INC 0.09% TWLO TWILIO INC - A 0.11% WDAY WORKDAY INC-CLASS A 0.22% HUBS HUBSPOT INC 0.30% SSNC SS&C TECHNOLOGIES HOLDINGS 0.94% SNPS SYNOPSYS INC 1.12% ORCL ORACLE CORP 1.37% MSFT MICROSOFT CORP 5.38% Software & Services Sub Total 9.53% Total 100.00% For illustration and information purposes only. The above chart refers to the representative portfolio for the J.P. Morgan Large Cap Growth Strategy product as of 31-08-21. The representative portfolio is compromised of securities corresponding to the investment management strategy of the related product. Actual accounts will differ based on individual client account restrictions, investment guidelines and account inception date. Therefore an account's performance may differ from the performance of the representative portfolio. The securities listed above are not to be construed as recommendations. For a complete list of recommendations, contact your J.P. Morgan representative. It should not be assumed that the performance of any of the securities mentioned above are or were profitable or did not incur losses. You should also contact your J.P. Morgan representative to assist you in evaluating your investment objectives and to make specific recommendations regarding your account. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co., and its affiliates worldwide. JPMorgan Chase & Co., August, 2021.
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