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OCGCX Holdings List NMFQS:OCGCX

Allocation--30% to 50% Equity | JPMorgan
$13.11
↓ $-0.02 (-0.15%)
Last Updated: Feb 09, 2026

JPMorgan Investor Conservative Growth Fund Class C (OCGCX) is a Allocation--30% to 50% Equity fund with $4.34 Billion in assets. The fund allocates 79.53% 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 JPMorgan Core Bond Fund, Class R6 at 32.77% of total assets. This is followed by JPMorgan Core Plus Bond Fund, Class R6 (15.11%) and JPMorgan Income Fund, Class R6 (6.63%).

OCGCX Holdings

Name Weight Owned Change
JPMorgan Core Bond Fund, Class R6 32.77% - -
JPMorgan Core Plus Bond Fund, Class R6 15.11% - -
JPMorgan Income Fund, Class R6 6.63% - -
JPMorgan Limited Duration Bond ETF 5.63% - -
JPMorgan International Research Enhanced Equity ETF 4.27% - -
JPMorgan U.S. Equity Fund, Class R6 3.63% - -
JPMorgan Large Cap Growth Fund, Class R6 2.95% - -
JPMorgan High Yield Fund, Class R6 3.87% - -
JPMorgan U.S. GARP Equity Fund, Class R6 2.43% - -
JPMorgan Equity Income Fund, Class R6 2.24% - -
JPMorgan U.S. Research Enhanced Equity Fund, Class R6 2.35% - -

Asset Allocation

Bond 65.61%
Cash 5.10%
Non US Stock 8.05%
Not Classified 0.19%
Other 0.07%
US Stock 20.98%

Market Cap

AverageMarketCap 162867.96%
Giant 11.86%
Large 9.56%
Medium 5.13%
Micro 0.55%
Small 1.78%

Sector Weights

Cash and Equivalents 2.95%
Corporate 2.95%
Derivative 2.95%
Government 2.95%
Municipal 2.95%
Securitized 2.95%
Basic Materials 2.43%
Consumer Cyclical 11.79%
Financial Services 17.48%
Real Estate 2.20%
Consumer Defensive 4.41%
Healthcare 10.24%
Utilities 2.95%
Communication Services 7.46%
Energy 3.24%
Industrials 11.75%
Technology 26.04%

World Regions

Latin America 0.76%
North America 72.50%
Asia Developed 3.15%
Asia Emerging 2.95%
Australasia 1.07%
Japan 4.15%
Africa/Middle East 0.35%
Europe Developed 11.35%
Europe Emerging 0.16%
United Kingdom 3.56%