JPMorgan Growth Advantage Fund

J.P. Morgan Mutual Fund Investment Trust · Series S000004474 · 8 share classes

Equity fund · 99% stocks
One fund, 8 share classes:VHIAXJGASXJGACXJGVRXJGVVXJGTTXJGTUXJGRJX
$20.18B NAV
85 positions · as of 2026-03-31 · filed 2026-05-29
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2025 Q4

The Fund seeks to provide long-term capital growth.

Strategy · summarised

The fund invests in common stocks of companies across all market capitalizations, selected for strong earnings growth potential or above-average growth prospects, with a focus on those with leading competitive positions and sustainable growth. The adviser combines research, valuation and stock selection to identify opportunities, and may also assess environmental, social and governance factors as part of its analysis. Because the fund is non-diversified, it may invest a greater percentage of its assets in a particular issuer or group of issuers than a diversified fund would. Returns will depend on the adviser's stock selections and the adviser's ability to identify companies with above-average growth.

Expenses
0.50% 1.49%across 8 share classes
Share classGrossNet
VHIAX1.11%0.99%
JGASX0.86%0.74%
JGACX1.61%1.49%
JGVRX0.71%0.60%
JGVVX0.61%0.50%
JGTTX1.11%1.00%
JGTUX0.86%0.75%
JGRJX1.39%1.25%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 36.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

100.04%
of net assets
Stocks98.92%
Cash & short-term1.13%

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 10 new5 exited

Largest new: ON, MRK, TDY, PM, PFGC, IBM, LYV, DOCN

Exited: BX, Flutter Entertainment plc, NOW, FIG, JPMorgan Securities Lending Money Market Fund

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA Corp.NVDA11.18%$2.26B
Apple, Inc.AAPL8.11%$1.64B
Alphabet, Inc.GOOG5.56%$1.12B
Microsoft Corp.MSFT5.23%$1.06B
Broadcom, Inc.AVGO4.82%$973.59M
Amazon.com, Inc.AMZN4.49%$905.38M
Meta Platforms, Inc.META3.80%$766.22M
Tesla, Inc.TSLA3.58%$721.82M
Netflix, Inc.NFLX1.94%$390.57M
Mastercard, Inc.MA1.86%$375.08M
Showing 10 of 85Sign in to see more

Top 10 positions are 50.56% of net assets, top 25 67.24%, across 85 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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