Titelia

Holdings of JPMorgan U.S. GARP Equity Fund

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

Net assets
1.8B $ including 1.8B $ in equities, 98.9 %
Positions
91 in 3 countries
Top ten
58.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 1,360,491237.3M $13.11 %
2Apple Inc 689,627175M $9.67 %
3Microsoft Corp 451,955167.3M $9.24 %
4Amazon.com Inc 508,121105.8M $5.85 %
5Broadcom Inc 265,20282.1M $4.53 %
6Alphabet Inc 284,30181.8M $4.52 %
7Meta Platforms Inc 127,26372.8M $4.02 %
8Tesla Inc 152,14156.6M $3.12 %
9Mastercard Inc 78,86139.4M $2.18 %
10Alphabet Inc 136,17239.1M $2.16 %
11AbbVie Inc 178,39038.8M $2.14 %
12Eli Lilly & Co 38,04735M $1.93 %
13General Electric Co 97,29027.6M $1.52 %
14Netflix Inc 207,82320M $1.10 %
15Lam Research Corp 83,02017.7M $0.98 %
16Johnson & Johnson 68,75416.8M $0.93 %
17ServiceNow Inc 158,22216.5M $0.91 %
18Howmet Aerospace Inc 66,82915.4M $0.85 %
19Amphenol Corp 121,70615.4M $0.85 %
20Uber Technologies Inc 207,77514.9M $0.83 %
21Lowe's Cos Inc 62,88414.9M $0.82 %
22Hilton Worldwide Holdings Inc 48,41814.7M $0.81 %
23Arista Networks Inc 111,11113.6M $0.75 %
24Trane Technologies PLC 32,00913.3M $0.74 %
25Costco Wholesale Corp 13,38313.3M $0.74 %
26Visa Inc 43,34213.1M $0.72 %
27Intuit Inc 29,80312.9M $0.71 %
28Philip Morris International Inc. 77,43412.8M $0.71 %
29Palantir Technologies Inc 86,11212.6M $0.70 %
30Charles Schwab Corp/The 132,38012.4M $0.69 %
31RTX Corp 61,98612M $0.66 %
32KLA Corp 7,90611.6M $0.64 %
33GE Vernova Inc 12,98111.3M $0.63 %
34US Foods Holding Corp 117,66410.8M $0.60 %
35Western Digital Corp 39,83410.8M $0.60 %
36Seagate Technology Holdings PLC 25,2879.9M $0.55 %
37Regeneron Pharmaceuticals, Inc. 12,4979.7M $0.53 %
38Taiwan Semiconductor Manufacturing Co Ltd 27,0839.2M $0.51 %
39TJX Cos Inc/The 57,1339.1M $0.50 %
40Goldman Sachs Group Inc/The 10,6159M $0.50 %
41Arthur J Gallagher & Co 39,8918.6M $0.48 %
42American Express Co 28,3218.6M $0.47 %
43Cadence Design Systems Inc 30,7078.5M $0.47 %
44EOG Resources Inc 58,0178.4M $0.46 %
45Advanced Micro Devices Inc 40,3468.2M $0.45 %
46Quanta Services Inc 14,7608.1M $0.45 %
47Interactive Brokers Group Inc 115,9577.8M $0.43 %
48McDonald's Corp. 24,9247.7M $0.43 %
49NextEra Energy Inc 83,3257.7M $0.43 %
50DoorDash Inc 51,1827.7M $0.42 %
51Walt Disney Co/The 77,8887.5M $0.41 %
52Ventas Inc 91,4697.5M $0.41 %
53PepsiCo Inc 44,9897M $0.39 %
54Chipotle Mexican Grill Inc 212,3776.8M $0.38 %
55Motorola Solutions Inc 15,1996.6M $0.36 %
56Stryker Corp 19,6176.4M $0.36 %
57Insmed Inc 38,7136.3M $0.35 %
58Linde PLC 12,5686.2M $0.34 %
59Morgan Stanley 37,0736.1M $0.34 %
60Bank of America Corp 124,7306.1M $0.34 %
61Analog Devices Inc 18,9366M $0.33 %
62AppLovin Corp 14,7535.9M $0.32 %
63Oracle Corp 39,6595.8M $0.32 %
64TransDigm Group Inc 4,9105.7M $0.31 %
65McKesson Corp 6,4585.6M $0.31 %
66Autodesk Inc 22,6955.4M $0.30 %
67Delta Air Lines Inc 79,6465.3M $0.29 %
68Crowdstrike Holdings Inc 13,1295.1M $0.28 %
69Booking Holdings Inc 1,1945M $0.28 %
70Baker Hughes Co 81,4205M $0.27 %
71Neurocrine Biosciences Inc 37,1494.9M $0.27 %
72Vertex Pharmaceuticals Inc 10,6194.7M $0.26 %
73Intuitive Surgical Inc 10,1324.7M $0.26 %
74Alnylam Pharmaceuticals Inc 13,7314.5M $0.25 %
75Capital One Financial Corp 24,2394.4M $0.24 %
76Southern Co/The 45,0814.4M $0.24 %
77CME Group Inc 14,4714.3M $0.24 %
78Boston Scientific Corp 66,6644.2M $0.23 %
79Cigna Group/The 14,7243.9M $0.22 %
80Zoetis Inc 31,9883.8M $0.21 %
81Ciena Corp 9,5133.7M $0.20 %
82International Business Machines Corp. 14,9603.6M $0.20 %
83Equinix Inc 3,3123.2M $0.18 %
84GoDaddy Inc 39,1323.2M $0.18 %
85State Street Corp 22,3582.8M $0.16 %
86Jazz Pharmaceuticals PLC 14,6182.8M $0.15 %
87Rubrik Inc 55,8362.7M $0.15 %
88Union Pacific Corp 10,7502.6M $0.14 %
89Micron Technology Inc 7,2802.5M $0.14 %
90Evercore Inc 8,0282.4M $0.13 %
91Nutanix Inc 56,9962.2M $0.12 %

Download this table: CSV, JSON

Sector breakdown

  • Technology 47.7 %
  • Consumer discretionary 12.8 %
  • Communication 12.3 %
  • Health care 8.1 %
  • Financials 6.8 %
  • Industrials 6.2 %
  • Consumer staples 2.5 %
  • Utilities 0.7 %
  • Real estate 0.6 %
  • Energy 0.5 %
  • Materials 0.3 %
  • Unattributed 1.6 %

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 %
  • Taiwan 0.5 %
  • Ireland 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States891.8B $99.33 %
2Taiwan19.2M $0.51 %
3Ireland12.8M $0.15 %
Cite this page

Titelia. "Holdings of JPMorgan U.S. GARP Equity Fund". https://titelia.com/en/funds/S000002790