Titelia

Holdings of JPMorgan Diversified Fund

JPMorgan Trust I ·426 declared positions · as of Mar 31, 2026

Original filing · Net assets 477.8M $ · Ten largest lines: 24.3 % of the equity sleeve

Sector breakdown

  • Technology 21.8 %
  • Financials 15.1 %
  • Consumer discretionary 10.3 %
  • Health care 8.1 %
  • Communication 8.0 %
  • Industrials 7.7 %
  • Energy 3.8 %
  • Utilities 3.1 %
  • Consumer staples 2.9 %
  • Materials 2.0 %
  • Real estate 0.7 %
  • Unattributed 16.3 %

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

Currency breakdown

  • USD 68.4 %
  • EUR 12.1 %
  • GBP 5.6 %
  • JPY 3.5 %
  • HKD 2.1 %
  • CHF 1.9 %
  • KRW 1.1 %
  • SEK 1.0 %
  • CAD 1.0 %
  • TWD 0.8 %
  • SGD 0.8 %
  • DKK 0.6 %
  • AUD 0.3 %
  • SAR 0.2 %
  • BRL 0.2 %
  • INR 0.2 %
  • CNY 0.1 %
  • NOK 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 65.7 %
  • GB 5.9 %
  • DE 4.1 %
  • FR 3.8 %
  • JP 3.5 %
  • NL 2.7 %
  • TW 2.1 %
  • HK 2.1 %
  • CH 1.9 %
  • CA 1.2 %
  • KR 1.1 %
  • SE 1.0 %
  • Other countries 4.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US300138M $65.72 %
GB2312.4M $5.88 %
DE168.7M $4.14 %
FR128M $3.81 %
JP107.4M $3.52 %
NL115.6M $2.67 %
TW24.4M $2.11 %
HK64.4M $2.09 %
CH73.9M $1.87 %
CA72.5M $1.21 %
KR42.2M $1.06 %
SE32.1M $1.02 %

Positions

CompanySharesValueWeight
NVIDIA Corp 62,15110.8M $2.27 %
Apple Inc 27,1006.9M $1.44 %
Amazon.com Inc 29,0096M $1.26 %
Microsoft Corp 15,0165.6M $1.16 %
Meta Platforms Inc 7,5544.3M $0.90 %
Broadcom Inc 12,5553.9M $0.81 %
Shell PLC 82,2913.8M $0.80 %
Mastercard Inc 7,2623.6M $0.76 %
ASML Holding NV 2,3213.1M $0.65 %
Alphabet Inc 10,6613.1M $0.64 %
Taiwan Semiconductor Manufacturing Co Ltd 7,9842.7M $0.56 %
NextEra Energy Inc 26,1132.4M $0.51 %
Safran SA 6,8922.3M $0.47 %
McDonald's Corp. 7,1662.2M $0.47 %
Lowe's Cos Inc 8,7422.1M $0.43 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 3,2682.1M $0.43 %
Wells Fargo & Co 25,9212.1M $0.43 %
Tesla Inc 5,4342M $0.42 %
AbbVie Inc 9,0422M $0.41 %
Rio Tinto PLC 20,9021.9M $0.41 %
Walmart Inc 15,5371.9M $0.40 %
Johnson & Johnson 7,8241.9M $0.40 %
Trane Technologies PLC 4,4711.9M $0.39 %
Alphabet Inc 6,4321.8M $0.39 %
Exxon Mobil Corp 10,2881.7M $0.37 %
Taiwan Semiconductor Manufacturing Co Ltd 30,0001.7M $0.36 %
Walt Disney Co/The 17,7341.7M $0.36 %
Engie SA 51,5351.7M $0.35 %
DBS Group Holdings Ltd 35,7701.6M $0.33 %
American Express Co 5,2181.6M $0.33 %
Mitsubishi UFJ Financial Group Inc 87,9001.5M $0.31 %
Tencent Holdings Ltd 21,5001.4M $0.28 %
AutoZone Inc 3951.3M $0.28 %
Deutsche Boerse AG 4,5491.3M $0.28 %
Volvo AB 39,0581.3M $0.27 %
Novartis AG 8,3221.3M $0.27 %
Sony Group Corp 60,9001.3M $0.27 %
Stryker Corp 3,7701.2M $0.26 %
Medtronic PLC 14,0171.2M $0.25 %
Air Liquide SA 5,7651.2M $0.25 %
Morgan Stanley 7,2291.2M $0.25 %
NatWest Group PLC 147,0951.1M $0.23 %
CME Group Inc 3,6211.1M $0.22 %
Deutsche Telekom AG 28,3361.1M $0.22 %
Eli Lilly & Co 1,1451.1M $0.22 %
Nestle SA 10,6011M $0.22 %
Siemens AG 4,1771M $0.21 %
Charles Schwab Corp/The 10,7521M $0.21 %
Baker Hughes Co 15,049918.7K $0.19 %
Royal Bank of Canada 5,651913.5K $0.19 %
Bristol-Myers Squibb Co 14,778896.3K $0.19 %
UniCredit SpA 11,973859K $0.18 %
Bank of America Corp 17,549855.5K $0.18 %
Amphenol Corp 6,734850.8K $0.18 %
HDFC Bank Ltd 34,070847.7K $0.18 %
Eaton Corp PLC 2,312826.9K $0.17 %
Infineon Technologies AG 18,130822.5K $0.17 %
Alibaba Group Holding Ltd 52,300819.8K $0.17 %
SK hynix Inc 1,412801.1K $0.17 %
Intuit Inc 1,847798.6K $0.17 %
Legrand SA 4,988774.9K $0.16 %
United Rentals Inc 1,043759.9K $0.16 %
Atlas Copco AB 42,959758.1K $0.16 %
Sumitomo Electric Industries Ltd. 13,200750K $0.16 %
Roche Holding AG 1,879749.9K $0.16 %
PepsiCo Inc 4,785743.1K $0.16 %
Obayashi Corp. 30,200731.5K $0.15 %
LVMH Moet Hennessy Louis Vuitton SE 1,336730.3K $0.15 %
ConocoPhillips 5,521728.8K $0.15 %
British American Tobacco PLC 12,433721.8K $0.15 %
KBC Group NV 5,796709.4K $0.15 %
Southern Co/The 7,298704.4K $0.15 %
UnitedHealth Group Inc 2,580698.1K $0.15 %
Berkshire Hathaway Inc 1,451695.3K $0.15 %
Telstra Group Ltd. 187,678692.8K $0.15 %
Tokio Marine Holdings Inc 14,700690K $0.14 %
US Bancorp 13,219687.5K $0.14 %
AT&T Inc 23,668686.1K $0.14 %
Oracle Corp 4,608677.9K $0.14 %
Keyence Corp 1,900676.2K $0.14 %
Kia Corp 6,834674.7K $0.14 %
3M Co 4,540659.3K $0.14 %
AIA Group Ltd 57,400637.8K $0.13 %
Howmet Aerospace Inc 2,765637.2K $0.13 %
Dover Corp 3,021629.7K $0.13 %
Hong Kong Exchanges & Clearing Ltd 12,400625.6K $0.13 %
ITOCHU Corp 47,100599.1K $0.13 %
Hanwha Aerospace Co Ltd 691589.2K $0.12 %
Northrop Grumman Corp 861587.4K $0.12 %
Yum! Brands Inc 3,718578.1K $0.12 %
Netflix Inc 5,862563.6K $0.12 %
Arthur J Gallagher & Co 2,590560.9K $0.12 %
Compass Group PLC 20,059559.7K $0.12 %
Booking Holdings Inc 129543.1K $0.11 %
NXP Semiconductors NV 2,753542K $0.11 %
Zijin Mining Group Co Ltd 120,000539.8K $0.11 %
UCB SA 1,791539.6K $0.11 %
EOG Resources Inc 3,700534.9K $0.11 %
Yum China Holdings Inc 10,490511.7K $0.11 %
Al Rajhi Bank 17,632502.6K $0.11 %