JPMorgan Value Advantage Fund Class R5 (JVARX) - Large Value fund with $11.73 Billion in assets. The fund allocates 21.40% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Berkshire Hathaway, Inc., Class B at 3.48% of total assets. This is followed by Wells Fargo Co. (3.25%) and Capital One Financial Corp. (2.29%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Berkshire Hathaway, Inc., Class B | 3.48% | - | - |
| Wells Fargo Co. | 3.25% | - | - |
| Capital One Financial Corp. | 2.29% | - | - |
| Bank of America Corp. | 1.92% | - | - |
| MT Bank Corp. | 1.92% | - | - |
| AbbVie, Inc. | 1.84% | - | - |
| ConocoPhillips | 1.50% | - | - |
| Loews Corp. | 1.82% | - | - |
| Chevron Corp. | 1.79% | - | - |
| Travelers Cos., Inc. (The) | 1.59% | - | - |
| JPMorgan Prime Money Market Fund, Class IM | 2.12% | - | - |
| Bristol-Myers Squibb Co. | 1.51% | - | - |
| Philip Morris International, Inc. | 1.81% | - | - |
| Johnson Johnson | 1.69% | - | - |
| State Street Corp. | 1.58% | - | - |
| First Citizens BancShares, Inc., Class A | 1.54% | - | - |