Titelia

Holdings of JNL/JPMorgan U.S. Value Fund

JNL Series Trust · Original filing · Compare with another fund · Report an error

Net assets
1.3B $ including 1.3B $ in equities, 99.6 %
Positions
89 in 2 countries
Top ten
22.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Wells Fargo & Co 477,25738M $2.92 %
2Alphabet Inc 112,47332.3M $2.48 %
3Chevron Corp 152,84731.6M $2.43 %
4ConocoPhillips 230,90930.5M $2.34 %
5Amazon.com Inc 141,04829.4M $2.25 %
6Johnson & Johnson 111,56027.3M $2.09 %
7Eaton Corp PLC 74,94226.8M $2.06 %
8Philip Morris International Inc. 160,51626.5M $2.04 %
9Analog Devices Inc 83,24126.5M $2.03 %
10Bank of America Corp 538,93426.3M $2.02 %
11RTX Corp 132,79525.6M $1.97 %
12Carrier Global Corp 424,69623.9M $1.84 %
13EOG Resources Inc 165,03123.9M $1.83 %
14Charles Schwab Corp/The 253,67023.8M $1.83 %
15Morgan Stanley 139,02722.9M $1.76 %
16General Dynamics Corp 65,59022.5M $1.73 %
17Air Products and Chemicals Inc 72,55521.1M $1.62 %
18Union Pacific Corp 86,59021M $1.61 %
19Citigroup Inc 181,67520.6M $1.58 %
20Lowe's Cos Inc 84,82320M $1.54 %
21Dover Corp 93,00219.4M $1.49 %
22Merck & Co Inc 160,36119.3M $1.48 %
23American Express Co 61,15018.5M $1.42 %
24Bank of New York Mellon Corp/The 149,88717.8M $1.36 %
25Microsoft Corp 47,83317.7M $1.36 %
26Texas Instruments Inc 91,14717.7M $1.36 %
27Capital One Financial Corp 96,37217.6M $1.35 %
28Thermo Fisher Scientific Inc 34,61217M $1.31 %
293M Co 115,92616.8M $1.29 %
30TJX Cos Inc/The 105,25616.8M $1.29 %
31McDonald's Corp. 53,76816.7M $1.28 %
32NextEra Energy Inc 179,50916.7M $1.28 %
33Deere & Co 29,40116.6M $1.27 %
34Vulcan Materials Co 60,69816.5M $1.27 %
35Berkshire Hathaway Inc 34,45716.5M $1.27 %
36Walt Disney Co/The 169,38416.3M $1.25 %
37Home Depot Inc/The 48,36315.9M $1.22 %
38Goldman Sachs Group Inc/The 18,52215.7M $1.20 %
39AbbVie Inc 71,81115.6M $1.20 %
40Western Digital Corp 56,75015.4M $1.18 %
41Walmart Inc 118,82214.8M $1.13 %
42NXP Semiconductors NV 72,06614.2M $1.09 %
43Meta Platforms Inc 24,00013.7M $1.05 %
44CSX Corp 326,16713.4M $1.03 %
45Xcel Energy Inc 167,15813.3M $1.02 %
46CMS Energy Corp 164,83412.8M $0.98 %
47Ventas Inc 155,37712.7M $0.98 %
48UnitedHealth Group Inc 46,03812.5M $0.96 %
49CVS Health Corp 168,55312.1M $0.93 %
50Procter & Gamble Co/The 80,93511.7M $0.90 %
51Ball Corp 196,67011.6M $0.89 %
52Bristol-Myers Squibb Co 189,86611.5M $0.88 %
53Entergy Corp 101,73711.4M $0.88 %
54International Business Machines Corp. 47,07711.4M $0.88 %
55AutoZone Inc 3,34111.3M $0.87 %
56Mondelez International Inc 193,22611.1M $0.85 %
57Micron Technology Inc 32,34810.9M $0.84 %
58US Bancorp 206,42510.7M $0.82 %
59Cigna Group/The 40,17110.7M $0.82 %
60Comcast Corp 357,79610.3M $0.79 %
61First Citizens BancShares Inc/NC 5,31210M $0.77 %
62Chubb Ltd 29,8799.7M $0.75 %
63Regeneron Pharmaceuticals, Inc. 12,4379.6M $0.74 %
64Boston Scientific Corp 152,7659.6M $0.74 %
65Arthur J Gallagher & Co 42,3719.2M $0.70 %
66Cardinal Health, Inc. 43,1019.1M $0.70 %
67Travelers Cos Inc/The 30,7909M $0.69 %
68Progressive Corp/The 43,3878.6M $0.66 %
69Host Hotels & Resorts Inc 443,5868.5M $0.65 %
70Republic Services Inc 36,3148M $0.61 %
71Medtronic PLC 85,4347.4M $0.57 %
72O'Reilly Automotive Inc 78,3927.2M $0.56 %
73Vertex Pharmaceuticals Inc 15,9997.1M $0.55 %
74Intuit Inc 16,0016.9M $0.53 %
75American Tower Corp 39,1946.8M $0.52 %
76Eli Lilly & Co 7,2526.7M $0.51 %
77Booking Holdings Inc 1,5826.7M $0.51 %
78Prologis Inc 49,2856.5M $0.50 %
79Becton Dickinson & Co 34,5845.4M $0.42 %
80Blackstone Inc 44,5575.1M $0.39 %
81PepsiCo Inc 32,3935M $0.39 %
82Blackrock Inc 5,0524.9M $0.37 %
83Public Service Enterprise Group Inc 57,9904.7M $0.36 %
84Advanced Micro Devices Inc 22,4764.6M $0.35 %
85Ares Management Corp 41,1334.5M $0.34 %
86Parker-Hannifin Corp 4,8034.3M $0.33 %
87Chipotle Mexican Grill Inc 120,9883.9M $0.30 %
88Aon PLC 10,3733.3M $0.26 %
89AvalonBay Communities, Inc. 11,3901.9M $0.14 %

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Sector breakdown

  • Financials 22.6 %
  • Industrials 15.3 %
  • Health care 13.9 %
  • Consumer discretionary 9.9 %
  • Technology 9.7 %
  • Communication 5.6 %
  • Consumer staples 5.3 %
  • Utilities 4.5 %
  • Energy 4.2 %
  • Materials 2.9 %
  • Real estate 2.1 %
  • Unattributed 4.0 %

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 98.9 %
  • Netherlands 1.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States881.3B $98.91 %
2Netherlands114.2M $1.09 %
Cite this page

Titelia. "Holdings of JNL/JPMorgan U.S. Value Fund". https://titelia.com/en/funds/S000014515