Titelia

Holdings of JPMorgan U.S. Equity Fund

JPMorgan Trust I · Original filing · Compare with another fund · Report an error

Net assets
31.6B $ including 31.4B $ in equities, 99.5 %
Positions
55 in 2 countries
Top ten
45.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 16,079,5542.8B $8.88 %
2Apple Inc 8,735,7572.2B $7.02 %
3Amazon.com Inc 8,039,6451.7B $5.30 %
4Alphabet Inc 5,316,5981.5B $4.84 %
5Microsoft Corp 3,302,1111.2B $3.87 %
6Broadcom Inc 3,463,1351.1B $3.40 %
7Meta Platforms Inc 1,867,5831.1B $3.38 %
8Wells Fargo & Co 12,512,387996.1M $3.16 %
9Mastercard Inc 1,868,383933.6M $2.96 %
10Lowe's Cos Inc 3,327,343786.2M $2.49 %
11NextEra Energy Inc 8,396,524779.9M $2.47 %
12American Express Co 2,507,376758.4M $2.40 %
13McDonald's Corp. 2,387,666742.1M $2.35 %
14Walmart Inc 5,201,327646.4M $2.05 %
15Walt Disney Co/The 6,288,948606.1M $1.92 %
16Baker Hughes Co 9,311,924568.5M $1.80 %
17Eli Lilly & Co 614,077564.8M $1.79 %
18Northrop Grumman Corp 818,092558.1M $1.77 %
19Eaton Corp PLC 1,520,153543.7M $1.72 %
20Morgan Stanley 3,244,778534M $1.69 %
21Arthur J Gallagher & Co 2,460,654532.9M $1.69 %
22AbbVie Inc 2,442,778531.3M $1.68 %
23Intuit Inc 1,227,596530.8M $1.68 %
24NXP Semiconductors NV 2,603,836512.6M $1.62 %
25Trane Technologies PLC 1,166,345486.1M $1.54 %
26Stryker Corp 1,451,851477.1M $1.51 %
27Oracle Corp 3,148,313463.1M $1.47 %
28Tesla Inc 1,101,243409.4M $1.30 %
29Medtronic PLC 4,426,918383.6M $1.22 %
30Howmet Aerospace Inc 1,654,265381.2M $1.21 %
31ConocoPhillips 2,790,373368.3M $1.17 %
32Entergy Corp 3,075,096345.5M $1.09 %
33Vulcan Materials Co 1,218,121331.7M $1.05 %
34Blackstone Inc 2,797,081321.6M $1.02 %
35Southern Co/The 3,331,276321.5M $1.02 %
36AutoZone Inc 93,789316.8M $1.00 %
37ASML Holding NV 229,397303M $0.96 %
38Amphenol Corp 2,368,532299.3M $0.95 %
39Edwards Lifesciences Corp 3,725,474298.3M $0.95 %
40Progressive Corp/The 1,469,795291.4M $0.92 %
41United Rentals Inc 382,290278.5M $0.88 %
42Prologis Inc 1,981,535261.9M $0.83 %
43Regeneron Pharmaceuticals, Inc. 336,504260M $0.82 %
44Western Digital Corp 947,472256.3M $0.81 %
45Vertex Pharmaceuticals Inc 538,530240.5M $0.76 %
46Deere & Co 420,304236.8M $0.75 %
47Mondelez International Inc 4,008,352231M $0.73 %
48Micron Technology Inc 644,366217.7M $0.69 %
49Boston Scientific Corp 2,316,599145.4M $0.46 %
50US Bancorp 2,756,195143.3M $0.45 %
51ServiceNow Inc 1,309,260136.9M $0.43 %
52DoorDash Inc 867,468130.3M $0.41 %
53Marriott International Inc/MD 374,147122.4M $0.39 %
54Carrier Global Corp 2,092,215117.8M $0.37 %
55Chipotle Mexican Grill Inc 3,420,644109.5M $0.35 %

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Sector breakdown

  • Technology 32.0 %
  • Financials 14.4 %
  • Consumer discretionary 13.7 %
  • Communication 10.2 %
  • Health care 9.2 %
  • Industrials 8.3 %
  • Utilities 4.6 %
  • Consumer staples 2.8 %
  • Energy 1.2 %
  • Materials 1.1 %
  • Real estate 0.8 %
  • Unattributed 1.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.4 %
  • Netherlands 2.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States5330.6B $97.40 %
2Netherlands2815.6M $2.60 %
Cite this page

Titelia. "Holdings of JPMorgan U.S. Equity Fund". https://titelia.com/en/funds/S000001447