Titelia

Holdings of JPMorgan U.S. Value Fund

JPMorgan Trust I · 89 declared positions · as of Mar 31, 2026

Original filing · Net assets 6.3B $ · Ten largest lines: 22.6 % of the equity sleeve

Sector breakdown

  • Financials 21.8 %
  • Industrials 15.1 %
  • Health care 14.0 %
  • Consumer discretionary 10.6 %
  • Technology 9.6 %
  • Communication 5.6 %
  • Consumer staples 5.4 %
  • Utilities 4.6 %
  • Energy 4.2 %
  • Materials 2.9 %
  • Real estate 2.1 %
  • Unattributed 4.0 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.9 %
  • NL 1.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US886.2B $98.91 %
NL168.3M $1.09 %

Positions

CompanySharesValueWeight
Wells Fargo & Co 2,304,509183.5M $2.90 %
Alphabet Inc 541,530155.3M $2.46 %
Chevron Corp 735,920152.3M $2.41 %
ConocoPhillips 1,120,428147.9M $2.34 %
Amazon.com Inc 679,112141.4M $2.24 %
Johnson & Johnson 550,135134.5M $2.13 %
Philip Morris International Inc. 776,955128.5M $2.03 %
Analog Devices Inc 402,907128.2M $2.03 %
Bank of America Corp 2,616,625127.6M $2.02 %
Eaton Corp PLC 344,938123.4M $1.95 %
RTX Corp 639,374123.3M $1.95 %
EOG Resources Inc 798,960115.5M $1.83 %
Charles Schwab Corp/The 1,224,020115M $1.82 %
Morgan Stanley 675,004111.1M $1.76 %
Carrier Global Corp 1,954,759110.1M $1.74 %
General Dynamics Corp 315,799108.4M $1.72 %
Air Products and Chemicals Inc 351,707102.2M $1.62 %
Union Pacific Corp 416,910101.2M $1.60 %
Citigroup Inc 877,24399.5M $1.57 %
Lowe's Cos Inc 408,40396.5M $1.53 %
Dover Corp 458,62195.6M $1.51 %
Merck & Co Inc 777,06393.5M $1.48 %
American Express Co 296,04389.5M $1.42 %
Bank of New York Mellon Corp/The 723,23985.8M $1.36 %
Microsoft Corp 230,30385.3M $1.35 %
Texas Instruments Inc 438,85385.2M $1.35 %
Capital One Financial Corp 464,00884.6M $1.34 %
3M Co 581,06084.4M $1.34 %
Thermo Fisher Scientific Inc 167,65982.4M $1.30 %
McDonald's Corp. 265,14682.4M $1.30 %
NextEra Energy Inc 885,21282.2M $1.30 %
Berkshire Hathaway Inc 169,91781.4M $1.29 %
TJX Cos Inc/The 509,67481.4M $1.29 %
Vulcan Materials Co 293,85780M $1.27 %
Deere & Co 141,85379.9M $1.26 %
Walt Disney Co/The 817,66278.8M $1.25 %
AbbVie Inc 354,12077M $1.22 %
Home Depot Inc/The 232,85576.6M $1.21 %
Goldman Sachs Group Inc/The 89,46375.7M $1.20 %
Western Digital Corp 274,52774.3M $1.18 %
Walmart Inc 585,94572.8M $1.15 %
NXP Semiconductors NV 346,97868.3M $1.08 %
Meta Platforms Inc 115,78366.2M $1.05 %
CSX Corp 1,608,42766M $1.05 %
Xcel Energy Inc 804,82463.9M $1.01 %
CMS Energy Corp 812,84663.1M $1.00 %
Ventas Inc 752,74461.6M $0.97 %
UnitedHealth Group Inc 222,71160.3M $0.95 %
CVS Health Corp 816,45858.6M $0.93 %
Procter & Gamble Co/The 399,11757.6M $0.91 %
Bristol-Myers Squibb Co 936,28756.8M $0.90 %
Ball Corp 946,91956M $0.89 %
International Business Machines Corp. 228,58355.4M $0.88 %
Entergy Corp 489,84155M $0.87 %
AutoZone Inc 16,15654.6M $0.86 %
Mondelez International Inc 930,33553.6M $0.85 %
Micron Technology Inc 156,95353M $0.84 %
US Bancorp 1,002,23452.1M $0.83 %
Cigna Group/The 194,32851.8M $0.82 %
Comcast Corp 1,764,40050.7M $0.80 %
First Citizens BancShares Inc/NC 26,19549.4M $0.78 %
Chubb Ltd 147,34348M $0.76 %
Boston Scientific Corp 741,48246.5M $0.74 %
Regeneron Pharmaceuticals, Inc. 59,95846.3M $0.73 %
Arthur J Gallagher & Co 204,00644.2M $0.70 %
Cardinal Health, Inc. 208,85444.1M $0.70 %
Travelers Cos Inc/The 148,24843.2M $0.68 %
Host Hotels & Resorts Inc 2,187,45741.9M $0.66 %
Progressive Corp/The 208,89741.4M $0.66 %
Republic Services Inc 175,05938.3M $0.61 %
Medtronic PLC 414,67435.9M $0.57 %
O'Reilly Automotive Inc 386,57435.7M $0.56 %
Vertex Pharmaceuticals Inc 78,89735.2M $0.56 %
Intuit Inc 77,63633.6M $0.53 %
Eli Lilly & Co 35,76032.9M $0.52 %
American Tower Corp 189,88032.8M $0.52 %
Booking Holdings Inc 7,65932.2M $0.51 %
Prologis Inc 238,76931.6M $0.50 %
Becton Dickinson & Co 170,54326.8M $0.42 %
Blackstone Inc 215,00024.7M $0.39 %
PepsiCo Inc 157,22924.4M $0.39 %
Blackrock Inc 24,46023.5M $0.37 %
Public Service Enterprise Group Inc 279,20922.6M $0.36 %
Advanced Micro Devices Inc 110,83822.5M $0.36 %
Ares Management Corp 198,47621.7M $0.34 %
Parker-Hannifin Corp 23,12620.7M $0.33 %
Chipotle Mexican Grill Inc 586,27418.8M $0.30 %
Aon PLC 50,21616.2M $0.26 %
AvalonBay Communities, Inc. 55,9349.1M $0.14 %