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.

RankCountryLinesValueShare
1US300138M $65.72 %
2GB2312.4M $5.88 %
3DE168.7M $4.14 %
4FR128M $3.81 %
5JP107.4M $3.52 %
6NL115.6M $2.67 %
7TW24.4M $2.11 %
8HK64.4M $2.09 %
9CH73.9M $1.87 %
10CA72.5M $1.21 %
11KR42.2M $1.06 %
12SE32.1M $1.02 %

Positions

RankCompanySharesValueWeight
301WSFS Financial Corp 2,050134.2K $0.03 %
302Omnicom Group Inc 1,773133.5K $0.03 %
303Continental AG 1,901132.7K $0.03 %
304TD SYNNEX Corp 785132.4K $0.03 %
305Raymond James Financial Inc 900130.3K $0.03 %
306Perimeter Solutions Inc 5,306129.6K $0.03 %
307Hillman Solutions Corp 15,523129.2K $0.03 %
308Murphy USA Inc 261128.9K $0.03 %
309Eagle Materials Inc 679128.6K $0.03 %
310Portland General Electric Co 2,421127.8K $0.03 %
311Concentra Group Holdings Parent Inc 5,948127.6K $0.03 %
312Smurfit Westrock PLC 3,175126.5K $0.03 %
313Moelis & Co 2,214126.2K $0.03 %
314First Interstate BancSystem Inc 3,774126.1K $0.03 %
315Mitie Group PLC 55,817124.9K $0.03 %
316DT Midstream Inc 922124.2K $0.03 %
317Carrier Global Corp 2,202124K $0.03 %
318Equinix Inc 126123.5K $0.03 %
319First Financial Bancorp 4,419123.2K $0.03 %
320Crowdstrike Holdings Inc 313122.2K $0.03 %
321International Business Machines Corp. 502121.7K $0.03 %
322Chemed Corp 321121.3K $0.03 %
323Chefs' Warehouse Inc/The 2,037121.1K $0.03 %
324Fifth Third Bancorp 2,592120.4K $0.03 %
325Cisco Systems, Inc. 1,540119.5K $0.03 %
326Twilio Inc 949119.4K $0.03 %
327Cactus Inc 2,515119.1K $0.02 %
328Saia Inc 339119.1K $0.02 %
329ServisFirst Bancshares Inc 1,630118.7K $0.02 %
330Carvana Co 376118.2K $0.02 %
331Bel Fuse Inc 595117.8K $0.02 %
332Silgan Holdings Inc 3,025117.4K $0.02 %
333BankUnited Inc 2,594117.1K $0.02 %
334Live Nation Entertainment Inc 764116.5K $0.02 %
335Chipotle Mexican Grill Inc 3,600115.2K $0.02 %
336Best Buy Co Inc 1,770113.6K $0.02 %
337Forgent Power Solutions Inc 3,852112.7K $0.02 %
338Shake Shack Inc 1,273112.6K $0.02 %
339CDW Corp/DE 927112.2K $0.02 %
340Danieli & C Officine Meccaniche SpA 2,251111.3K $0.02 %
341Martin Marietta Materials Inc 188110.7K $0.02 %
342Andersen Group Inc 4,040109.9K $0.02 %
343Karman Holdings Inc 1,371109.7K $0.02 %
344Simpson Manufacturing Co Inc 637109.3K $0.02 %
345Heineken NV 1,408108.3K $0.02 %
346American Homes 4 Rent 3,865107.9K $0.02 %
347Marsh & McLennan Cos Inc 622107.9K $0.02 %
348Verra Mobility Corp 7,471106.8K $0.02 %
349Acushnet Holdings Corp 1,141106.7K $0.02 %
350First Citizens BancShares Inc/NC 56105.5K $0.02 %
351Nuvalent Inc 1,024104.9K $0.02 %
352Robinhood Markets Inc 1,506104.4K $0.02 %
353AAON Inc 1,259104.2K $0.02 %
354Kinder Morgan, Inc. 3,101104K $0.02 %
355Southwest Airlines Co 2,735102.8K $0.02 %
356Regions Financial Corp 3,905102K $0.02 %
357Columbia Sportswear Co 1,860101.9K $0.02 %
358Monarch Casino & Resort Inc 1,059101.2K $0.02 %
359Kontoor Brands Inc 1,431100.6K $0.02 %
360First Advantage Corp 8,552100.6K $0.02 %
361Nexstar Media Group Inc 55299.8K $0.02 %
362Neptune Insurance Holdings Inc 4,12599.8K $0.02 %
363Landstar System Inc 61899.1K $0.02 %
364SBA Communications Corp 57398.6K $0.02 %
365Alliance Laundry Holdings Inc 4,63196K $0.02 %
366First Hawaiian Inc 3,87995.6K $0.02 %
367Digi International Inc 1,97995.4K $0.02 %
368Humana Inc 54995.2K $0.02 %
369Booz Allen Hamilton Holding Corp 1,21494.7K $0.02 %
370HCA Healthcare Inc 19994.2K $0.02 %
371Flowco Holdings Inc 4,52193.1K $0.02 %
372Janus International Group Inc 17,98292.6K $0.02 %
373Lincoln Electric Holdings Inc 37192.4K $0.02 %
374Cloudflare Inc 44391.4K $0.02 %
375Asmodee Group AB 8,03590.3K $0.02 %
376Intercontinental Exchange Inc 57189.8K $0.02 %
377Mettler-Toledo International Inc 7189.5K $0.02 %
378Freshpet Inc 1,51789.4K $0.02 %
379HubSpot Inc 36589.1K $0.02 %
380Manhattan Associates Inc 65987.7K $0.02 %
381AptarGroup Inc 68085.7K $0.02 %
382Utz Brands Inc 10,75085.1K $0.02 %
383Qualys Inc 96785K $0.02 %
384Arch Capital Group Ltd 88484.9K $0.02 %
385Quaker Chemical Corp 67583.9K $0.02 %
386Mohawk Industries Inc 84483.1K $0.02 %
387Liberty Energy Inc 2,86582.5K $0.02 %
388PPG Industries Inc 77182.4K $0.02 %
389Wealthfront Corp 8,58679.4K $0.02 %
390Reddit Inc 58979.3K $0.02 %
391St James's Place PLC 4,99578.8K $0.02 %
392RLI Corp 1,37578.4K $0.02 %
393Darden Restaurants Inc 39577.4K $0.02 %
394Legence Corp 1,36377K $0.02 %
395CCC Intelligent Solutions Holdings Inc 12,77676.7K $0.02 %
396Maire SpA 4,89376.2K $0.02 %
397Somnigroup International Inc 1,02976.1K $0.02 %
398Carlisle Cos Inc 22575.1K $0.02 %
399Rayonier Inc 3,62474.7K $0.02 %
400Warby Parker Inc 3,52074.2K $0.02 %