FundWatcher
VHIAX
JPMorgan Growth Advantage Fund
J.P. Morgan Mutual Fund Investment Trust

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.

Dec 31, 2025 → Mar 31, 2026

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

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ON SEMICONDUCTOR CORP 0 2,405,455 2,405,455 0.74% $148.95M
MERCK & CO 0 1,106,925 1,106,925 0.66% $133.15M
TELEDYNE TECHNOLOGIES INC 0 208,381 208,381 0.62% $126.07M
PHILIP MORRIS INTL INC 0 681,125 681,125 0.56% $112.62M
PERFORMANCE FOOD GROUP CO 0 1,250,503 1,250,503 0.53% $107.12M
INTL BUS MACH CORP 0 347,343 347,343 0.42% $84.19M
LIVE NATION ENTERTAINMENT INC 0 530,915 530,915 0.40% $80.97M
DIGITALOCEAN HOLDINGS INC 0 715,904 715,904 0.30% $61.41M
TEMPUR SEALY INTERNATIONAL INC 0 712,561 712,561 0.26% $52.67M
ROCKET COS INC-A 0 3,417,181 3,417,181 0.24% $48.69M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BLACKSTONE INC 840,539 0 -840,539 0.00% -$129.56M
FLUTTER ENTERTAINMENT PLC 445,171 0 -445,171 0.00% -$95.73M
SERVICENOW INC 598,655 0 -598,655 0.00% -$91.71M
FIGMA INC-CL A 421,966 0 -421,966 0.00% -$15.77M
JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares 458,650 0 -458,650 0.00% -$458.65K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ALPHABET INC CL C 3,895,576 3,913,522 17,946 5.56% -$99.80M
NETFLIX INC 4,025,757 4,062,110 36,353 1.93% $13.12M
LILLY ELI and CO 292,219 345,549 53,330 1.57% $3.78M
WALMART INC 1,242,158 1,440,348 198,190 0.89% $40.62M
NEUROCRINE BIOSCIENCES INC 1,220,482 1,323,361 102,879 0.86% $1.24M
BWX TECHNOLOGIES INC 676,963 824,110 147,147 0.83% $51.52M
RTX CORP 665,769 849,004 183,235 0.81% $41.67M
CENCORA INC 466,262 505,359 39,097 0.79% $1.27M
CASEY'S GENERAL 191,849 215,970 24,121 0.78% $51.16M
HILTON WORLDWIDE HOLDINGS INC 272,483 500,526 228,043 0.75% $73.93M
DEERE & CO 152,521 224,244 71,723 0.63% $55.31M
PROGRESSIVE CORP OHIO 370,187 466,722 96,535 0.46% $8.22M
NUVALENT INC-A 417,549 709,351 291,802 0.36% $30.67M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 13,539,774 12,935,501 -604,273 11.17% -$269.22M
APPLE INC 6,753,151 6,451,763 -301,388 8.11% -$198.52M
MICROSOFT CORP 3,751,137 2,850,309 -900,828 5.23% -$759.03M
BROADCOM INC 3,398,201 3,145,579 -252,622 4.82% -$202.53M
AMAZON.COM INC 4,550,232 4,347,158 -203,074 4.48% -$144.90M
META PLATFORMS INC CL A 1,488,880 1,339,239 -149,641 3.80% -$216.58M
TESLA INC 2,032,394 1,941,689 -90,705 3.58% -$192.19M
MASTERCARD INC CL A 874,347 750,671 -123,676 1.86% -$124.07M
QUANTA SVCS INC 547,666 476,749 -70,917 1.30% $30.60M
TJX COS INC 1,613,800 1,541,776 -72,024 1.22% -$1.67M
INSMED INC 1,574,777 1,504,495 -70,282 1.22% -$28.06M
TAIWAN SEMIC MFG CO LTD SP ADR 830,382 709,287 -121,095 1.19% -$12.64M
JPMorgan Prime Money Market Fund, IM Shares 395,964,728 227,119,165 -168,845,562 1.13% -$168.98M
THE BOOKING HOLDINGS INC 55,936 53,581 -2,355 1.12% -$73.96M
GOLDMAN SACHS GROUP INC 362,548 258,644 -103,904 1.08% -$99.87M
ITT INC 1,147,841 1,096,614 -51,227 1.03% $9.78M
COMFORT SYSTEMS USA INC 156,239 149,265 -6,974 1.02% $60.02M
CIENA CORP 698,755 524,541 -174,214 1.01% $40.22M
TRANE TECHNOLOGIES PLC 500,110 477,790 -22,320 0.99% $4.47M
JOHNSON&JOHNSON 827,009 790,100 -36,909 0.96% $21.98M
TERADYNE INC 808,780 628,530 -180,250 0.92% $29.79M
AMETEK INC NEW 909,461 868,871 -40,590 0.92% -$470.25K
TECHNIPFMC PLC 3,264,162 2,602,045 -662,117 0.89% $34.43M
WILLIAMS COS INC 2,584,065 2,468,741 -115,324 0.89% $24.35M
INTUIT INC 504,781 382,134 -122,647 0.82% -$169.15M
HOWMET AEROSPACE INC 742,269 709,141 -33,128 0.81% $11.25M
PALO ALTO NETWORKS INC 1,041,389 994,913 -46,476 0.79% -$32.32M
TAKE-TWO INTERACTV SOFTWR INC 838,848 801,411 -37,437 0.78% -$56.49M
INTUITIVE SURGICAL INC 402,089 341,305 -60,784 0.78% -$70.39M
3M CO 1,124,427 1,074,244 -50,183 0.77% -$24.01M
GILEAD SCIENCES INC 1,165,019 1,113,024 -51,995 0.77% $12.13M
AUTOZONE INC 48,050 45,906 -2,144 0.77% -$7.90M
ALNYLAM PHARMACEUTICALS INC 468,735 447,815 -20,920 0.73% -$38.22M
EOG RESOURCES INC 1,071,905 1,024,067 -47,838 0.73% $35.49M
ULTA BEAUTY INC 290,306 277,349 -12,957 0.72% -$30.66M
NATERA INC 747,293 713,943 -33,350 0.71% -$28.42M
DOORDASH INC-A 1,093,984 918,803 -175,181 0.68% -$109.81M
ORACLE CORP 1,305,884 896,044 -409,840 0.65% -$122.71M
THERMO FISHER SCIENTIFIC INC 273,396 261,195 -12,201 0.64% -$30.03M
INTERACTIVE BROKERS GROUP INC 1,920,333 1,834,630 -85,703 0.61% -$447.98K
SPOTIFY TECHNOLOGY SA 260,063 248,456 -11,607 0.60% -$30.54M
CBRE GROUP INC - CL A 905,575 865,158 -40,417 0.58% -$28.41M
SNOWFLAKE INC CL A 995,967 766,529 -229,438 0.57% -$102.87M
GARMIN LTD 461,964 441,347 -20,617 0.51% $8.69M
APPLOVIN CORP 339,849 244,021 -95,828 0.48% -$131.88M
IQVIA HOLDINGS INC 521,494 498,220 -23,274 0.42% -$32.58M
CROWDSTRIKE HOLDINGS INC 310,456 216,818 -93,638 0.42% -$60.88M
TWILIO INC CLASS A 687,723 657,030 -30,693 0.41% -$15.15M
CARVANA CO CL A 336,739 260,690 -76,049 0.41% -$60.15M
ROBINHOOD MARKETS INC 1,804,259 1,043,454 -760,805 0.36% -$131.75M
CLOUDFLARE INC-A 321,230 306,893 -14,337 0.31% -$6.19K
INTERCONTINENTAL EXCHANGE INC 414,156 395,672 -18,484 0.31% -$4.85M
METTLER-TOLEDO INTL INC 51,353 49,062 -2,291 0.31% -$9.72M
HUBSPOT INC 264,665 252,854 -11,811 0.31% -$44.49M
REDDIT INC-A 555,337 408,254 -147,083 0.27% -$72.68M
SHOPIFY INC CL A 881,447 412,132 -469,315 0.24% -$93.00M
ROBLOX CORP - A 844,443 589,880 -254,563 0.17% -$35.06M
UNIQURE N.V. 590,548 564,195 -26,353 0.05% -$4.91M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ANTHROPIC PBC SERIES F PC PP 234,096 234,096 0 0.30% $27.66M
Databricks, Inc./Term Loan 12/24 187,843 187,843 0 0.18% $0
OpenAI 26,202 26,202 0 0.09% $6.75M
Canva Inc. 8,663 8,663 0 0.07% $0

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