Titelia

Holdings of JPMorgan Europe Dynamic Fund

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

Net assets
707.8M $ including 656.9M $ in equities, 92.8 %
Positions
66 in 12 countries
Top ten
28.2 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1ASML Holding NV 25,33236.6M $5.17 %
2Nestle SA 239,79224.3M $3.43 %
3Allianz SE 47,19221.6M $3.05 %
4Shell PLC 463,56321.1M $2.98 %
5Banco Santander SA 1,667,56320.3M $2.87 %
6Sanofi SA 167,37715.7M $2.21 %
7Koninklijke Ahold Delhaize NV 328,38115.4M $2.18 %
8Safran SA 46,73315M $2.12 %
9Carlsberg AS 109,38614.8M $2.09 %
10Air Liquide SA 68,36114.7M $2.08 %
11Rio Tinto PLC 141,66214.3M $2.02 %
12ING Groep NV 490,07514.2M $2.00 %
13Barclays PLC 2,400,80514.1M $1.99 %
14Siemens Energy AG 65,69313.9M $1.97 %
15Engie SA 415,54413.7M $1.94 %
16SSE PLC 376,64013.5M $1.91 %
17NatWest Group PLC 1,689,24113.5M $1.90 %
18Deutsche Boerse AG 38,87211.9M $1.68 %
19GSK PLC 450,24611.8M $1.67 %
20Rolls-Royce Holdings PLC 718,15611.6M $1.63 %
21Cie Financiere Richemont SA 59,61811.4M $1.62 %
22SPIE SA 196,98711.4M $1.61 %
23UniCredit SpA 144,14211.1M $1.57 %
24Euronext NV 65,23610.9M $1.54 %
25Galderma Group AG 49,95110.5M $1.48 %
26Balfour Beatty PLC 906,66410.1M $1.42 %
27RWE AG 136,84510M $1.41 %
28ASR Nederland NV 127,3929.7M $1.37 %
29Nordex SE 165,0589.4M $1.33 %
30Societe Generale SA 116,8569.4M $1.33 %
31ASM International NV 9,5009.3M $1.31 %
32UCB SA 32,0278.7M $1.23 %
33Arkema SA 116,9688.5M $1.21 %
34Indra Sistemas SA 147,9398.5M $1.20 %
35Next PLC 47,7578.4M $1.19 %
36Coca-Cola HBC AG 143,6678.4M $1.18 %
37Pernod Ricard SA 110,0228.2M $1.16 %
38Sage Group PLC/The 679,0408.1M $1.14 %
39Unipol Assicurazioni SpA 307,3058M $1.13 %
40Telia Company AB 1,531,5398M $1.13 %
41Thales SA 28,5717.8M $1.11 %
42Temenos AG 79,9827.6M $1.07 %
43Cranswick PLC 102,1167.5M $1.06 %
44Games Workshop Group PLC 27,0147.2M $1.01 %
45Gaztransport Et Technigaz SA 28,5656.9M $0.98 %
46Halma PLC 114,3246.9M $0.97 %
47Kitron ASA 633,0156.8M $0.97 %
48Evonik Industries AG 320,0466.6M $0.94 %
49Keller Group PLC 217,1106.6M $0.93 %
50Bilfinger SE 51,3455.9M $0.84 %
51Capgemini SE 47,6505.8M $0.82 %
52Continental AG 75,1465.7M $0.80 %
53Novo Nordisk A/S 132,4685.6M $0.80 %
54Mitie Group PLC 2,338,4945.5M $0.78 %
55Bayer AG 120,4125.4M $0.76 %
56Maire SpA 268,9575M $0.70 %
57Danieli & C Officine Meccaniche SpA 87,5984.9M $0.70 %
58BAWAG Group AG 28,2184.8M $0.68 %
59LVMH Moet Hennessy Louis Vuitton SE 8,3034.4M $0.63 %
60SBM Offshore NV 103,2064.4M $0.62 %
61Asmodee Group AB 310,8594.2M $0.59 %
62Accelleron Industries AG 35,0653.8M $0.53 %
63Friedrich Vorwerk Group SE 25,0062.1M $0.30 %
64InterContinental Hotels Group PLC 13,9812M $0.28 %
65VAT Group AG 2,4071.8M $0.26 %
66Reckitt Benckiser Group PLC 22,1631.4M $0.20 %

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Sector breakdown

  • Financials 17.7 %
  • Health care 7.2 %
  • Technology 7.0 %
  • Consumer staples 6.3 %
  • Industrials 6.2 %
  • Utilities 5.7 %
  • Materials 4.4 %
  • Energy 3.2 %
  • Consumer discretionary 2.4 %
  • Unattributed 40.0 %

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

Currency breakdown

  • EUR 58.8 %
  • GBP 25.9 %
  • CHF 9.0 %
  • DKK 3.1 %
  • SEK 1.9 %
  • NOK 1.0 %
  • USD 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • United Kingdom 26.2 %
  • France 18.5 %
  • Netherlands 15.3 %
  • Germany 14.1 %
  • Switzerland 9.0 %
  • Italy 4.4 %
  • Spain 4.4 %
  • Denmark 3.1 %
  • Sweden 1.9 %
  • Belgium 1.3 %
  • Norway 1.0 %
  • Austria 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United Kingdom18171.8M $26.16 %
2France12121.7M $18.52 %
3Netherlands7100.5M $15.30 %
4Germany1092.5M $14.09 %
5Switzerland659.3M $9.04 %
6Italy429.1M $4.43 %
7Spain228.9M $4.39 %
8Denmark220.4M $3.11 %
9Sweden212.2M $1.85 %
10Belgium18.7M $1.33 %
11Norway16.8M $1.04 %
12Austria14.8M $0.74 %
Cite this page

Titelia. "Holdings of JPMorgan Europe Dynamic Fund". https://titelia.com/en/funds/S000002662