JPMorgan Macro Opportunities Fund
JPMorgan Trust IV

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Apr 30, 2022 → Jul 31, 2022

Expand a category to see the positions behind it, ranked by weight.

Security Shares Apr 2022 Shares Jul 2022 Δ shares End % Δ value
Japan Treasury Discount Bill 0 120,600,000 120,600,000 7.41% $904.69K
Germany Treasury Bills 0 678,459 678,459 5.68% $693.49K
JAPAN TREASURY DISCOUNT BILL 0 82,600,000 82,600,000 5.08% $619.56K
VANECK GOLD MINERS ETF/USA CL USD INC 0.00000000 0 14,552 14,552 3.13% $382.28K
Japan Treasury Discount Bill 0 47,950,000 47,950,000 2.95% $359.65K
EURO-BUND SEP 22 0 11 11 0.51% $62.55K
STOXX 600 Health Equity Index 0 7 7 0.25% $30.92K
STOXX 600 UTIL Sep22 0 15 15 0.12% $14.24K
EURO STOXX 50 Index 0 34 34 0.06% $7.59K
NASDAQ 100 E-Mini Index 0 1 1 0.03% $3.96K
STOXX 600 INSU Sep22 0 12 12 0.02% $2.96K
NASDAQ 100 E-Mini Index 0 -1 -1 -0.01% -$715
STOXX 600 BANK SEP 22 0 -64 -64 -0.01% -$1.32K
ITA GB 10YR FUT IKU2 09-08-22 0 -4 -4 -0.12% -$14.06K
NASDAQ 100 E-Mini Index 0 -1 -1 -0.32% -$38.65K
EURO-BOBL SEP 22 0 -19 -19 -0.44% -$54.20K
EURO STOXX 50 Sep22 0 -58 -58 -1.19% -$144.99K
Security Shares Apr 2022 Shares Jul 2022 Δ shares End % Δ value
Japan Treasury Discount Bill 115,400,000 0 -115,400,000 0.00% -$889.51K
Germany Treasury Bills 840,617 0 -840,617 0.00% -$887.70K
Germany Treasury Bills 830,785 0 -830,785 0.00% -$877.79K
Japan Treasury Discount Bill 107,700,000 0 -107,700,000 0.00% -$830.00K
Germany Treasury Bills 254,616 0 -254,616 0.00% -$268.69K
KEYENCE CORP 500 0 -500 0.00% -$201.00K
ALLEGION PLC 1,674 0 -1,674 0.00% -$191.24K
ARTHUR J GALLAGHAR AND CO 1,037 0 -1,037 0.00% -$174.72K
ASTRAZENECA PLC 987 0 -987 0.00% -$131.71K
EAST WEST BNCRP 1,239 0 -1,239 0.00% -$88.34K
PAYPAL HOLDINGS 973 0 -973 0.00% -$85.56K
Romanian Government International Bond 60,000 0 -60,000 0.00% -$62.79K
Romanian Government International Bond 58,000 0 -58,000 0.00% -$55.71K
EURO STOXX 50 Jun22 -23 0 23 0.00% -$36.95K
EURO-BOBL JUN 22 -14 0 14 0.00% -$22.30K
STOXX Europe 600 Health Care Equity Index 6 0 -6 0.00% -$13.44K
STOXX Europe 600 Utilities Equity Index 13 0 -13 0.00% -$11.47K
STOXX 600 BANK JUN 22 -63 0 63 0.00% -$4.76K
Wells Fargo & Co. 22 0 -22 0.00% -$462
STOXX 600 INSU Jun22 11 0 -11 0.00% $844
EURO-BUND JUN 22 6 0 -6 0.00% $28.91K
Security Shares Apr 2022 Shares Jul 2022 Δ shares End % Δ value
HDFC BANK LTD SPON ADR 7,877 9,411 1,534 4.84% $156.12K
AMAZON.COM INC 127 3,697 3,570 4.09% $183.24K
MICROSOFT CORP 1,390 1,722 332 3.96% $97.68K
THERMO FISHER SCIENTIFIC INC 715 763 48 3.74% $61.25K
ALPHABET INC CL A 147 3,680 3,533 3.51% $92.58K
MASTERCARD INC CL A 772 982 210 2.85% $66.89K
SERVICENOW INC 510 729 219 2.67% $81.78K
ADOBE INC 555 742 187 2.49% $84.56K
SALESFORCE INC 1,256 1,642 386 2.48% $81.18K
LVMH MOET HENNESSY LOUIS VUITTON SE 383 425 42 2.42% $47.25K
AIA Group Ltd 24,000 26,600 2,600 2.19% $31.47K
LULULEMON ATHLETICA INC 687 815 128 2.07% $9.43K
NIKE INC CL B 1,943 2,154 211 2.03% $5.25K
ATLASSIAN CORP PLC CLS A 604 1,092 488 1.87% $92.78K
ESTEE LAUDER COS INC CL A 732 812 80 1.82% $28.47K
Bank Rakyat Indonesia Persero Tbk PT 519,000 572,100 53,100 1.38% -$4.04K
FIRST REPUBLIC BANK 697 768 71 1.02% $20.95K
BANK MANDIRI 139,000 152,900 13,900 0.70% $236
NVIDIA CORP 401 442 41 0.66% $5.91K
BANK CENTRAL ASI 102,600 112,800 10,200 0.46% -$1.45K
BANK NEGARA INDO 68,000 74,800 6,800 0.33% -$3.25K
Security Shares Apr 2022 Shares Jul 2022 Δ shares End % Δ value
JPMorgan Prime Money Market Fund, IM Shares 3,638,601 3,144,032 -494,568 25.77% -$495.03K
ORSTED A/S 1,473 1,272 -201 1.21% -$14.88K
LILLY ELI and CO 789 359 -430 0.97% -$112.13K
NOVO-NORDISK AS CL B 1,284 1,013 -271 0.97% -$28.68K
SIGNATURE BANK 709 616 -93 0.94% -$57.44K
US ULTRA BOND CBT Sep25 57 11 -46 -4.26% -$867.95K
Security Shares Apr 2022 Shares Jul 2022 Δ shares End % Δ value
Japan Treasury Discount Bill 59,050,000 59,050,000 0 3.63% -$12.35K

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