Titelia

Holdings of JPMorgan Global Allocation Fund

JPMorgan Trust I ·1063 declared positions · as of Apr 30, 2026

Original filing · Net assets 2.7B $ · Ten largest lines: 23.5 % of the equity sleeve

Sector breakdown

  • Technology 24.4 %
  • Financials 13.6 %
  • Consumer discretionary 9.4 %
  • Communication 8.0 %
  • Health care 7.3 %
  • Industrials 7.0 %
  • Energy 3.3 %
  • Consumer staples 2.7 %
  • Utilities 1.9 %
  • Materials 1.7 %
  • Real estate 0.8 %
  • Unattributed 20.0 %

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

Currency breakdown

  • USD 58.8 %
  • EUR 8.9 %
  • JPY 5.6 %
  • TWD 4.7 %
  • HKD 4.2 %
  • GBP 4.0 %
  • KRW 3.5 %
  • CHF 1.7 %
  • AUD 1.2 %
  • CNY 1.2 %
  • BRL 1.2 %
  • INR 1.1 %
  • SEK 1.0 %
  • SGD 0.6 %
  • DKK 0.5 %
  • ZAR 0.5 %
  • SAR 0.3 %
  • IDR 0.2 %
  • HUF 0.2 %
  • ILS 0.2 %
  • MXN 0.1 %
  • NOK 0.1 %
  • AED 0.1 %
  • MYR 0.1 %
  • TRY 0.1 %
  • THB 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 55.8 %
  • JP 5.6 %
  • TW 5.4 %
  • GB 4.3 %
  • HK 4.1 %
  • KR 3.6 %
  • DE 2.7 %
  • FR 2.5 %
  • NL 1.9 %
  • IN 1.9 %
  • CH 1.8 %
  • AU 1.2 %
  • Other countries 9.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US243780.7M $55.78 %
2JP17978M $5.57 %
3TW1476M $5.43 %
4GB7360.5M $4.32 %
5HK3957.1M $4.08 %
6KR1749.9M $3.57 %
7DE5337.2M $2.66 %
8FR5035.7M $2.55 %
9NL3226.8M $1.91 %
10IN1926.5M $1.89 %
11CH4224.7M $1.76 %
12AU4617.5M $1.25 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 326,46165.2M $2.38 %
2Taiwan Semiconductor Manufacturing Co Ltd 591,75641.1M $1.50 %
3Amazon.com Inc 152,24340.4M $1.47 %
4Apple Inc 116,65931.7M $1.16 %
5Microsoft Corp 74,09330.2M $1.10 %
6Broadcom Inc 69,30728.9M $1.06 %
7Meta Platforms Inc 45,32827.7M $1.01 %
8Alphabet Inc 60,11723M $0.84 %
9Samsung Electronics Co Ltd 146,77822.1M $0.81 %
10Mastercard Inc 36,00618.1M $0.66 %
11ASML Holding NV 9,42313.6M $0.50 %
12SK hynix Inc 14,36512.8M $0.47 %
13Trane Technologies PLC 24,89612.3M $0.45 %
14NextEra Energy Inc 124,03212.1M $0.44 %
15Shell PLC 266,70512.1M $0.44 %
16Tencent Holdings Ltd 199,60012.1M $0.44 %
17Alphabet Inc 30,08411.6M $0.42 %
18Taiwan Semiconductor Manufacturing Co Ltd 26,56510.5M $0.38 %
19Wells Fargo & Co 127,64310.5M $0.38 %
20Johnson & Johnson 44,68910.3M $0.37 %
21AbbVie Inc 46,4259.8M $0.36 %
22UnitedHealth Group Inc 24,4619.1M $0.33 %
23Tesla Inc 23,7179.1M $0.33 %
24McDonald's Corp. 30,4498.9M $0.33 %
25Bank of America Corp 165,4068.8M $0.32 %
26Walt Disney Co/The 84,7028.8M $0.32 %
27Exxon Mobil Corp 56,3778.7M $0.32 %
28Safran SA 26,4798.5M $0.31 %
29Lowe's Cos Inc 34,9388.3M $0.30 %
30Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 13,9258.3M $0.30 %
31Charles Schwab Corp/The 88,6108.1M $0.30 %
32Walmart Inc 60,2597.9M $0.29 %
33Rio Tinto PLC 72,9237.3M $0.27 %
34Micron Technology Inc 14,0367.3M $0.27 %
35Berkshire Hathaway Inc 15,1757.2M $0.26 %
36AutoZone Inc 1,9227.1M $0.26 %
37Deutsche Boerse AG 22,6827M $0.25 %
38US Bancorp 120,2206.8M $0.25 %
39Alibaba Group Holding Ltd 411,0246.8M $0.25 %
40Bristol-Myers Squibb Co 111,5106.8M $0.25 %
41Hong Kong Exchanges & Clearing Ltd 121,4006.5M $0.24 %
42Keyence Corp 14,0006.4M $0.23 %
43Toyota Motor Corp. 330,0006.3M $0.23 %
44Dover Corp 27,7426.3M $0.23 %
45Mitsubishi UFJ Financial Group Inc 342,5006.2M $0.22 %
46Volvo AB 174,7746.1M $0.22 %
47AT&T Inc 227,2185.9M $0.22 %
48DBS Group Holdings Ltd 125,6205.8M $0.21 %
49American Express Co 17,8525.8M $0.21 %
50Delta Electronics Inc 78,0005.5M $0.20 %
51Morgan Stanley 26,7555.1M $0.19 %
52Stryker Corp 15,8635M $0.18 %
53LVMH Moet Hennessy Louis Vuitton SE 9,2054.9M $0.18 %
54Amphenol Corp 32,8594.8M $0.18 %
55Performance Food Group Co 52,6164.8M $0.17 %
56Yum China Holdings Inc 97,9784.8M $0.17 %
57CME Group Inc 16,3964.7M $0.17 %
583M Co 30,5164.5M $0.16 %
59PepsiCo Inc 27,8784.4M $0.16 %
60RTX Corp 24,9004.4M $0.16 %
61HDFC Bank Ltd 172,2524.4M $0.16 %
62Petroleo Brasileiro S.A. (Petrobras) 437,6904.4M $0.16 %
63Novo Nordisk A/S 102,4064.4M $0.16 %
64Western Digital Corp 9,5634.2M $0.15 %
65Baker Hughes Co 58,6974.1M $0.15 %
66Netflix Inc 43,6734.1M $0.15 %
67United Rentals Inc 4,1484M $0.15 %
68Fifth Third Bancorp 76,9753.9M $0.14 %
69Philip Morris International Inc. 23,2333.8M $0.14 %
70HSBC Holdings PLC 207,7943.8M $0.14 %
71Fidelity National Information Services Inc 81,8713.8M $0.14 %
72Ping An Insurance Group Co of China Ltd 464,5003.8M $0.14 %
73Sony Group Corp 186,8003.7M $0.14 %
74Yum! Brands Inc 22,7563.6M $0.13 %
75AstraZeneca PLC 18,7643.6M $0.13 %
76Southern Co/The 36,2393.5M $0.13 %
77Reliance Industries Ltd 57,6393.5M $0.13 %
78Eli Lilly & Co 3,7073.5M $0.13 %
79Roche Holding AG 8,5003.5M $0.13 %
80Quanta Services Inc 4,7003.4M $0.12 %
81Novartis AG 23,0013.4M $0.12 %
82Tokio Marine Holdings Inc 74,0003.4M $0.12 %
83Booking Holdings Inc 19,2253.2M $0.12 %
84Marriott International Inc/MD 8,9143.2M $0.12 %
85NXP Semiconductors NV 10,9673.2M $0.12 %
86American Tower Corp 17,5353.2M $0.12 %
87China Construction Bank Corp 2,831,0003.2M $0.12 %
88Nestle SA 31,1723.2M $0.12 %
89Elite Material Co Ltd 21,0003.1M $0.11 %
90Cencora Inc 10,1553.1M $0.11 %
91NatWest Group PLC 391,5103.1M $0.11 %
92GE HealthCare Technologies Inc 50,1023M $0.11 %
93EQT Corp 49,1793M $0.11 %
94Comfort Systems USA Inc 1,6043M $0.11 %
95Al Rajhi Bank 159,5832.9M $0.11 %
96Mondelez International Inc 47,5402.9M $0.11 %
97Aon PLC 8,8322.8M $0.10 %
98Siemens AG 9,1952.7M $0.10 %
99Hewlett Packard Enterprise Co 94,6512.7M $0.10 %
100Eaton Corp PLC 6,2882.7M $0.10 %