Titelia

Holdings of JPMorgan U.S. Research Enhanced Equity Fund

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

Net assets
10.3B $ including 10.1B $ in equities, 97.9 %
Positions
156 in 3 countries
Top ten
38.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101NIKE Inc 467,65324.7M $0.24 %
102Expedia Group Inc 105,82224.4M $0.24 %
103Apollo Global Management Inc 202,66022.6M $0.22 %
104Accenture PLC 113,05422.4M $0.22 %
105Masco Corp 368,40622.2M $0.22 %
106Progressive Corp/The 108,99021.6M $0.21 %
107McKesson Corp 24,33121.1M $0.20 %
108Vulcan Materials Co 76,56120.8M $0.20 %
109Blackstone Inc 179,24420.6M $0.20 %
110Altria Group, Inc. 310,79220.5M $0.20 %
111EQT Corp 320,36520.4M $0.20 %
112Church & Dwight Co Inc 215,84220.1M $0.20 %
113Equity LifeStyle Properties Inc 322,50720.1M $0.20 %
114Humana Inc 113,89019.7M $0.19 %
115Waters Corp 66,01919.7M $0.19 %
116Booking Holdings Inc 4,63619.5M $0.19 %
117Comcast Corp 670,16419.2M $0.19 %
118Martin Marietta Materials Inc 32,00418.8M $0.18 %
119Textron Inc 207,84918.2M $0.18 %
120Chubb Ltd 55,37618M $0.18 %
121SBA Communications Corp 98,78117M $0.17 %
122Otis Worldwide Corp 215,44416.6M $0.16 %
123Ingersoll Rand Inc 203,26716.3M $0.16 %
124Carrier Global Corp 270,98915.3M $0.15 %
125Delta Air Lines Inc 226,56015.1M $0.15 %
126State Street Corp 118,96815.1M $0.15 %
127United Rentals Inc 20,50514.9M $0.15 %
128Arch Capital Group Ltd 151,04314.5M $0.14 %
129HCA Healthcare Inc 29,91314.2M $0.14 %
130Motorola Solutions Inc 30,26013.1M $0.13 %
131Omnicom Group Inc 154,99511.7M $0.11 %
132Corning Inc 78,21310.6M $0.10 %
133American Tower Corp 60,93210.5M $0.10 %
134Toast Inc 378,51410M $0.10 %
135AppLovin Corp 24,6309.8M $0.10 %
136Ameriprise Financial Inc 21,8319.7M $0.09 %
137Fortinet Inc 117,9029.6M $0.09 %
138DoorDash Inc 62,9239.4M $0.09 %
139Merck & Co Inc 73,1228.8M $0.09 %
140Vertiv Holdings Co 34,0798.5M $0.08 %
141Roper Technologies Inc 23,6688.4M $0.08 %
142Lennar Corp 91,2977.9M $0.08 %
143United Airlines Holdings Inc 84,6027.8M $0.08 %
144Neurocrine Biosciences Inc 56,7417.5M $0.07 %
145Medline Inc 167,1287.4M $0.07 %
146Warner Music Group Corp 285,0027.3M $0.07 %
147Aptiv PLC 91,0416.3M $0.06 %
148Salesforce Inc 33,2766.2M $0.06 %
149Vistra Corp 36,5885.5M $0.05 %
150Affirm Holdings Inc 119,8885.5M $0.05 %
151NRG Energy Inc 36,5085.3M $0.05 %
152Charter Communications, Inc. 23,3695M $0.05 %
153Ball Corp 67,9994M $0.04 %
154WEX Inc 25,2643.9M $0.04 %
155EchoStar Corp 28,0243.3M $0.03 %
156Ares Management Corp 11,7031.3M $0.01 %

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Sector breakdown

  • Technology 33.5 %
  • Financials 12.2 %
  • Consumer discretionary 11.6 %
  • Communication 10.2 %
  • Health care 9.3 %
  • Industrials 7.7 %
  • Consumer staples 3.9 %
  • Energy 3.6 %
  • Utilities 2.6 %
  • Materials 1.9 %
  • Real estate 1.7 %
  • 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 99.3 %
  • Netherlands 0.5 %
  • Bermuda 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States15410B $99.35 %
2Netherlands151.6M $0.51 %
3Bermuda114.5M $0.14 %
Cite this page

Titelia. "Holdings of JPMorgan U.S. Research Enhanced Equity Fund". https://titelia.com/en/funds/S000002765