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
201Millicom International Cellular SA 17,6221.5M $0.05 %
202Korea Aerospace Industries Ltd 13,0511.5M $0.05 %
203Alnylam Pharmaceuticals Inc 4,8151.5M $0.05 %
204Airbus SE 7,1891.5M $0.05 %
205Axis Bank Ltd 22,0431.5M $0.05 %
206PPG Industries Inc 13,3801.5M $0.05 %
207H WORLD GROUP LTD 281,0001.5M $0.05 %
208Teledyne Technologies Inc 2,2421.4M $0.05 %
209Intuitive Surgical Inc 3,1501.4M $0.05 %
210Deutsche Telekom AG 44,5091.4M $0.05 %
211Edwards Lifesciences Corp 17,1221.4M $0.05 %
212NU Holdings Ltd/Cayman Islands 98,3681.4M $0.05 %
213AppLovin Corp 3,1741.4M $0.05 %
214APR Corp/Korea 4,9121.4M $0.05 %
215WuXi AppTec Co Ltd 86,7001.4M $0.05 %
216Telefonica Brasil SA 175,8601.4M $0.05 %
217Gap Inc/The 56,5871.4M $0.05 %
218BYD Co Ltd 104,0001.4M $0.05 %
219Hana Financial Group Inc 15,7781.4M $0.05 %
220Thermo Fisher Scientific Inc 2,8601.4M $0.05 %
221Max Financial Services Ltd 81,8411.4M $0.05 %
222Absa Group Ltd 97,2271.4M $0.05 %
223UniCredit SpA 16,9611.3M $0.05 %
224Mizuho Financial Group Inc 30,1001.3M $0.05 %
225GSK PLC 49,3061.3M $0.05 %
226Corpay Inc 4,1961.3M $0.05 %
227BNP Paribas SA 12,1601.3M $0.05 %
228Crowdstrike Holdings Inc 2,8581.3M $0.05 %
229China Shenhua Energy Co Ltd 205,0001.3M $0.05 %
230Fabrinet 1,8501.3M $0.05 %
231Gold Fields Ltd 29,7401.3M $0.05 %
232State Street Corp 8,2491.3M $0.05 %
233Intuit Inc 3,2451.3M $0.05 %
234BJ's Wholesale Club Holdings Inc 13,3561.3M $0.05 %
235HubSpot Inc 5,6461.3M $0.05 %
236L'Oreal SA 2,9061.3M $0.05 %
237Mitsubishi Corp 39,0001.2M $0.05 %
238Cie Financiere Richemont SA 6,5041.2M $0.05 %
239HD Hyundai Electric Co Ltd 1,4481.2M $0.05 %
240Sanofi SA 13,2791.2M $0.05 %
241Vertex Pharmaceuticals Inc 2,8931.2M $0.05 %
242Intercorp Financial Services Inc 27,7331.2M $0.05 %
243Zurich Insurance Group AG 1,7711.2M $0.05 %
244Booz Allen Hamilton Holding Corp 15,8621.2M $0.05 %
245KT Corp 57,0981.2M $0.04 %
246DigitalOcean Holdings Inc 12,6281.2M $0.04 %
247Localiza Rent a Car SA 130,2231.2M $0.04 %
248Realtek Semiconductor Corp 71,0001.2M $0.04 %
249Garmin Ltd 4,7591.2M $0.04 %
250Advanced Micro-Fabrication Equipment Inc China 21,4011.2M $0.04 %
251Techtronic Industries Co Ltd 82,0001.2M $0.04 %
252ZTO Express Cayman Inc 46,6501.2M $0.04 %
253Varun Beverages Ltd 213,6231.2M $0.04 %
254Mitsubishi Heavy Industries Ltd 38,8001.2M $0.04 %
255Westpac Banking Corp 41,3801.2M $0.04 %
256ConocoPhillips 9,1661.2M $0.04 %
257Enel SpA 98,4011.1M $0.04 %
258Hindalco Industries Ltd 104,3771.1M $0.04 %
259Intesa Sanpaolo SpA 168,5401.1M $0.04 %
260Banco Santander Brasil SA 192,7721.1M $0.04 %
261Intel Corp 11,9411.1M $0.04 %
262Itausa SA 400,1591.1M $0.04 %
263Mitsui & Co Ltd 29,9001.1M $0.04 %
264Snowflake Inc 8,2211.1M $0.04 %
265MTN Group Ltd 88,9861.1M $0.04 %
266Robinhood Markets Inc 15,1861.1M $0.04 %
267Carvana Co 2,7941.1M $0.04 %
268Huntington Bancshares Inc/OH 65,7451.1M $0.04 %
269Humana Inc 4,6521.1M $0.04 %
270Fox Corp 17,0581.1M $0.04 %
271Fast Retailing Co Ltd 2,3001.1M $0.04 %
272National Grid PLC 60,1131.1M $0.04 %
273Regional SAB de CV 127,9051.1M $0.04 %
274National Australia Bank Ltd 37,1121.1M $0.04 %
275Roper Technologies Inc 3,0171.1M $0.04 %
276Infineon Technologies AG 15,8001.1M $0.04 %
277Chemours Co/The 39,4121.1M $0.04 %
278Twilio Inc 7,1601.1M $0.04 %
279Kweichow Moutai Co Ltd 5,2031.1M $0.04 %
280Malayan Banking Bhd 374,8001M $0.04 %
281Royal Caribbean Cruises Ltd 3,9421M $0.04 %
282Grupo Aeroportuario del Sureste SAB de CV 3,3741M $0.04 %
283MercadoLibre Inc 5751M $0.04 %
284Capitec Bank Holdings Ltd 3,9531M $0.04 %
285Carnival Corp 38,7101M $0.04 %
286ING Groep NV 35,3321M $0.04 %
287China International Capital Corp Ltd 391,6001M $0.04 %
288Infosys Ltd 81,4641M $0.04 %
289Sieyuan Electric Co Ltd 35,3001M $0.04 %
290Formosa Chemicals & Fibre Corp 607,0001M $0.04 %
291BAE Systems PLC 36,3041M $0.04 %
292MediaTek Inc 12,0001M $0.04 %
293Progressive Corp/The 4,9721M $0.04 %
294Carlyle Group Inc/The 19,934998.1K $0.04 %
295Barclays PLC 167,460984.3K $0.04 %
296Cigna Group/The 3,376981K $0.04 %
297WUS Printed Circuit Kunshan Co Ltd 64,100976.2K $0.04 %
298AXA SA 20,232975.3K $0.04 %
299Motiva Infraestrutura de Mobilidade SA 300,821975K $0.04 %
300ANZ Group Holdings Ltd 36,467968.6K $0.04 %