logo
light
☰
search

OCGCX Holdings List NMFQS:OCGCX

Allocation--30% to 50% Equity | JPMorgan
$13.09
↑ $0.01 (0.08%)
Last Updated: Aug 12, 2026

JPMorgan Investor Conservative Growth Fund Class C (OCGCX) - Allocation--30% to 50% Equity fund with $4.45 Billion in assets. The fund allocates 80.84% 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 35.41% of total assets. This is followed by JPMorgan Core Plus Bond Fund, Class R6 (16.34%) and JPMorgan Income Fund, Class R6 (6.69%).

OCGCX Holdings

Name Weight Owned Change
JPMorgan Core Bond Fund, Class R6 35.41% - -
JPMorgan Core Plus Bond Fund, Class R6 16.34% - -
JPMorgan Income Fund, Class R6 6.69% - -
JPMorgan Limited Duration Bond ETF 4.02% - -
JPMorgan International Research Enhanced Equity ETF 4.12% - -
JPMorgan U.S. Equity Fund, Class R6 4.02% - -
JPMorgan Large Cap Growth Fund, Class R6 2.70% - -
JPMorgan High Yield Fund, Class R6 2.89% - -
JPMorgan U.S. GARP Equity Fund, Class R6 2.31% - -
JPMorgan Equity Income Fund, Class R6 2.34% - -
JPMorgan U.S. Research Enhanced Equity Fund, Class R6 2.51% - -

Asset Allocation

Bond 65.79%
Cash 3.70%
Non US Stock 8.19%
Not Classified 0.19%
Other 0.03%
US Stock 22.10%

Market Cap

AverageMarketCap 185816.18%
Giant 12.29%
Large 10.17%
Medium 5.43%
Micro 0.59%
Small 1.74%

Sector Weights

Cash and Equivalents 2.92%
Corporate 2.92%
Derivative 2.92%
Government 2.92%
Municipal 2.92%
Securitized 2.92%
Basic Materials 2.61%
Consumer Cyclical 10.99%
Financial Services 16.46%
Real Estate 1.95%
Consumer Defensive 4.46%
Healthcare 9.74%
Utilities 2.92%
Communication Services 8.28%
Energy 3.70%
Industrials 12.32%
Technology 26.55%

World Regions

Latin America 0.81%
North America 73.11%
Asia Developed 4.02%
Asia Emerging 2.37%
Australasia 1.13%
Japan 4.21%
Africa/Middle East 0.35%
Europe Developed 10.45%
Europe Emerging 0.14%
United Kingdom 3.41%