Titelia

Portefeuille de JPMorgan Research Market Neutral Fund

JPMorgan Trust I · 160 positions déclarées · au 30 avr. 2026

Document d’origine · Actif net 332,7 M $ · Dix premières lignes : 18.7 % de la poche actions

Répartition par pays

Parts calculées sur la poche actions, seule partie couverte par ce site.

PaysLignesValeur (USD)Part
US 155254,1 M $97,40 %
NL 22,9 M $1,11 %
TW 12,3 M $0,88 %
CA 11,5 M $0,58 %
GB 1101,2 k $0,04 %

La répartition sectorielle n’est publiée dans aucun document réglementaire : ni les formulaires N-PORT ni le référentiel LEI ne portent de code d’activité. Elle est absente plutôt qu’estimée.

Positions

SociétéTitresValeur (USD)Poids
Entergy Corp 58 8586,9 M $2,09 %
NVIDIA Corp 28 5895,7 M $1,71 %
Trane Technologies PLC 10 4765,2 M $1,55 %
Mastercard Inc 9 9945 M $1,51 %
Corpay Inc 15 7334,8 M $1,45 %
Sempra 48 2114,6 M $1,38 %
NextEra Energy Inc 44 6144,4 M $1,31 %
Lowe's Cos Inc 17 4134,2 M $1,25 %
Burlington Stores Inc 12 6804,1 M $1,22 %
Dover Corp 17 8344 M $1,21 %
AutoZone Inc 1 0323,8 M $1,15 %
Howmet Aerospace Inc 15 5003,8 M $1,13 %
Fifth Third Bancorp 70 5833,6 M $1,08 %
Amazon.com Inc 13 1843,5 M $1,05 %
UnitedHealth Group Inc 9 2153,4 M $1,03 %
Johnson & Johnson 14 8113,4 M $1,02 %
Walt Disney Co/The 32 0983,3 M $1,00 %
Southern Co/The 34 1643,3 M $0,99 %
Intuit Inc 8 1293,2 M $0,95 %
Lam Research Corp 12 0173,1 M $0,93 %
Affirm Holdings Inc 47 8133,1 M $0,92 %
Ventas Inc 33 9823 M $0,90 %
Progressive Corp/The 14 5982,9 M $0,88 %
CSX Corp 64 4952,9 M $0,88 %
Meta Platforms Inc 4 3522,7 M $0,80 %
McDonald's Corp. 9 0692,7 M $0,80 %
DoorDash Inc 15 5702,6 M $0,79 %
3M Co 17 8112,6 M $0,78 %
RTX Corp 14 6912,6 M $0,78 %
Advanced Micro Devices Inc 7 2592,6 M $0,77 %
Western Digital Corp 5 6012,4 M $0,73 %
Morgan Stanley 12 7102,4 M $0,73 %
Ecolab Inc 8 9252,3 M $0,70 %
Taiwan Semiconductor Manufacturing Co Ltd 5 7682,3 M $0,69 %
Microsoft Corp 5 5602,3 M $0,68 %
Arista Networks Inc 13 1062,3 M $0,68 %
O'Reilly Automotive Inc 22 7382,3 M $0,68 %
Targa Resources Corp 8 6792,3 M $0,68 %
Cadence Design Systems Inc 6 8432,3 M $0,68 %
US Bancorp 39 6512,2 M $0,68 %
Ameren Corp 19 5932,2 M $0,67 %
United Rentals Inc 2 2942,2 M $0,66 %
Wells Fargo & Co 26 3612,2 M $0,65 %
Broadcom Inc 5 1822,2 M $0,65 %
Amphenol Corp 14 6862,2 M $0,65 %
Toast Inc 75 7102,2 M $0,65 %
Arthur J Gallagher & Co 10 3692,1 M $0,64 %
Micron Technology Inc 4 1342,1 M $0,64 %
Warner Music Group Corp 75 3432,1 M $0,64 %
Seagate Technology Holdings PLC 3 1312,1 M $0,63 %
Regeneron Pharmaceuticals, Inc. 2 9182,1 M $0,62 %
Yum! Brands Inc 12 7672 M $0,61 %
Church & Dwight Co Inc 20 9282 M $0,61 %
Donaldson Co Inc 22 8312 M $0,61 %
Aon PLC 6 3602 M $0,60 %
Dominion Energy Inc 29 2831,9 M $0,57 %
Vertex Pharmaceuticals Inc 4 3441,9 M $0,56 %
NXP Semiconductors NV 6 2561,8 M $0,55 %
Corning Inc 10 9471,8 M $0,54 %
Hewlett Packard Enterprise Co 62 3051,8 M $0,54 %
Bristol-Myers Squibb Co 29 2051,8 M $0,53 %
Fidelity National Information Services Inc 37 8421,8 M $0,53 %
Thermo Fisher Scientific Inc 3 6351,7 M $0,52 %
Biogen Inc 9 1821,7 M $0,52 %
Baker Hughes Co 24 9241,7 M $0,52 %
Ross Stores Inc 7 5751,7 M $0,52 %
Ingersoll Rand Inc 21 5161,7 M $0,52 %
ConocoPhillips 13 5261,7 M $0,51 %
Equinix Inc 1 5211,6 M $0,50 %
PepsiCo Inc 9 9531,6 M $0,47 %
Philip Morris International Inc. 9 4781,6 M $0,47 %
EOG Resources Inc 11 1231,6 M $0,47 %
Stryker Corp 4 9551,6 M $0,47 %
Omnicom Group Inc 20 3391,6 M $0,47 %
Citigroup Inc 12 1881,6 M $0,47 %
Shopify Inc 12 4851,5 M $0,45 %
MSCI Inc 2 5321,5 M $0,45 %
State Street Corp 9 5671,5 M $0,44 %
Edwards Lifesciences Corp 17 0471,4 M $0,43 %
Danaher Corp 7 9021,4 M $0,43 %
FedEx Corp 3 4561,4 M $0,42 %
Charles Schwab Corp/The 14 9891,4 M $0,41 %
Waters Corp 4 4281,4 M $0,41 %
Blackstone Inc 10 6781,3 M $0,40 %
General Motors Co 16 7021,3 M $0,39 %
IDEX Corp 5 8861,3 M $0,39 %
EQT Corp 21 1451,3 M $0,38 %
Boston Scientific Corp 21 6111,2 M $0,37 %
Take-Two Interactive Software Inc 5 7391,2 M $0,37 %
CME Group Inc 4 2371,2 M $0,37 %
Skyworks Solutions Inc 16 8241,2 M $0,35 %
NiSource Inc 23 7451,1 M $0,34 %
Phillips 66 6 1191,1 M $0,33 %
AbbVie Inc 5 1841,1 M $0,33 %
Texas Instruments Inc 3 8891,1 M $0,33 %
WEX Inc 7 1541,1 M $0,32 %
Intercontinental Exchange Inc 6 7571,1 M $0,32 %
ASML Holding NV 7351,1 M $0,32 %
Walmart Inc 7 6441 M $0,30 %
Saia Inc 2 175976,2 k $0,29 %
Intuitive Surgical Inc 2 130974,7 k $0,29 %
American Express Co 3 016974,3 k $0,29 %
Neurocrine Biosciences Inc 7 313962,9 k $0,29 %
Cheniere Energy Inc 3 365925,2 k $0,28 %
AT&T Inc 33 184867,1 k $0,26 %
Vertiv Holdings Co 2 469811 k $0,24 %
Marathon Petroleum Corp 3 170787,1 k $0,24 %
Ameriprise Financial Inc 1 637777,2 k $0,23 %
Booking Holdings Inc 4 521761,2 k $0,23 %
Insmed Inc 5 537754,9 k $0,23 %
XPO Inc 3 261717,8 k $0,22 %
Masco Corp 9 982716,9 k $0,22 %
Keurig Dr Pepper Inc 24 129709,4 k $0,21 %
Natera Inc 3 383697,4 k $0,21 %
TransDigm Group Inc 597692,5 k $0,21 %
Spotify Technology SA 1 550692,2 k $0,21 %
Molina Healthcare Inc 3 510683,1 k $0,21 %
Williams Cos Inc/The 8 915680,3 k $0,20 %
Chipotle Mexican Grill Inc 19 946678 k $0,20 %
Analog Devices Inc 1 621652,1 k $0,20 %
Oracle Corp 3 770608,4 k $0,18 %
Autodesk Inc 2 434576,9 k $0,17 %
Ares Management Corp 4 877572,6 k $0,17 %
American Tower Corp 2 970542,6 k $0,16 %
Universal Display Corp 6 162536,6 k $0,16 %
Apollo Global Management Inc 4 077524,8 k $0,16 %
UDR Inc 14 406523,5 k $0,16 %
Truist Financial Corp 9 750502,1 k $0,15 %
IQVIA Holdings Inc 3 129495,5 k $0,15 %
Waste Connections Inc 2 977490,4 k $0,15 %
Dexcom Inc 7 287433,9 k $0,13 %
Fortune Brands Innovations Inc 10 401421,7 k $0,13 %
Cognizant Technology Solutions Corp. 7 824413,9 k $0,12 %
Delta Air Lines Inc 6 070412,7 k $0,12 %
Capital One Financial Corp 2 156412,4 k $0,12 %
Eaton Corp PLC 950411,4 k $0,12 %
ServiceNow Inc 4 480395,6 k $0,12 %
Albemarle Corp 1 938381,2 k $0,11 %
Deere & Co 626369,3 k $0,11 %
Carrier Global Corp 5 382361,5 k $0,11 %
Tractor Supply Co 10 289361,1 k $0,11 %
Fiserv Inc 5 476343,1 k $0,10 %
Best Buy Co Inc 5 638341 k $0,10 %
Cencora Inc 1 092336,3 k $0,10 %
Fortinet Inc 3 958333,7 k $0,10 %
Darden Restaurants Inc 1 659332,7 k $0,10 %
Royal Caribbean Cruises Ltd 1 220321,8 k $0,10 %
Microchip Technology Inc 3 444320 k $0,10 %
Accenture PLC 1 771316,5 k $0,10 %
Keysight Technologies Inc 822287,6 k $0,09 %
American Homes 4 Rent 9 020287,2 k $0,09 %
AGCO Corp 2 224269,1 k $0,08 %
Martin Marietta Materials Inc 399247 k $0,07 %
Emerson Electric Co. 1 499210,5 k $0,06 %
Diamondback Energy Inc 961197,6 k $0,06 %
PPG Industries Inc 1 672181,4 k $0,05 %
BioMarin Pharmaceutical Inc 3 119168,1 k $0,05 %
Mondelez International Inc 2 730167,7 k $0,05 %
Klarna Group PLC 7 270101,2 k $0,03 %
Medtronic PLC 61449,7 k $0,01 %