Titelia

Holdings of JPMorgan U.S. Large Cap Core Plus Fund

JPMorgan Trust I · 159 declared positions · as of Mar 31, 2026

Original filing · Net assets 3.3B $ · Ten largest lines: 35.5 % of the equity sleeve

Sector breakdown

  • Technology 28.7 %
  • Consumer discretionary 10.8 %
  • Financials 10.3 %
  • Health care 8.8 %
  • Communication 8.7 %
  • Industrials 8.6 %
  • Utilities 4.8 %
  • Energy 3.6 %
  • Consumer staples 2.2 %
  • Real estate 1.8 %
  • Materials 1.2 %
  • Unattributed 10.6 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 98.2 %
  • NL 0.7 %
  • TW 0.6 %
  • CA 0.5 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US1543.8B $98.20 %
NL227.1M $0.70 %
TW124.5M $0.63 %
CA218.7M $0.48 %

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 1,606,569280.2M $8.62 %
Microsoft Corp 506,693187.6M $5.77 %
Apple Inc 698,822177.4M $5.46 %
Amazon.com Inc 799,349166.5M $5.12 %
Alphabet Inc 508,111146.1M $4.50 %
Broadcom Inc 352,411109.1M $3.36 %
Meta Platforms Inc 170,43997.5M $3.00 %
Mastercard Inc 158,85579.4M $2.44 %
Exxon Mobil Corp 421,04371.4M $2.20 %
Johnson & Johnson 283,45269.3M $2.13 %
Lowe's Cos Inc 281,94766.6M $2.05 %
Trane Technologies PLC 141,42958.9M $1.81 %
NextEra Energy Inc 600,46455.8M $1.72 %
AbbVie Inc 255,28755.5M $1.71 %
Wells Fargo & Co 670,51253.4M $1.64 %
RTX Corp 265,53251.2M $1.58 %
Lam Research Corp 239,54751.2M $1.57 %
Howmet Aerospace Inc 205,47247.4M $1.46 %
Amphenol Corp 353,62444.7M $1.37 %
Entergy Corp 395,28144.4M $1.37 %
Walt Disney Co/The 415,88640.1M $1.23 %
Burlington Stores Inc 120,64639.3M $1.21 %
3M Co 263,69338.3M $1.18 %
Dover Corp 182,92138.1M $1.17 %
Arthur J Gallagher & Co 171,22037.1M $1.14 %
UnitedHealth Group Inc 130,16435.2M $1.08 %
Corpay Inc 120,90735.2M $1.08 %
Sempra 361,86335.2M $1.08 %
CSX Corp 826,49833.9M $1.04 %
McDonald's Corp. 109,00333.9M $1.04 %
Ecolab Inc 121,65932.4M $1.00 %
Southern Co/The 335,11232.3M $1.00 %
Alphabet Inc 110,75231.8M $0.98 %
Morgan Stanley 188,19931M $0.95 %
PepsiCo Inc 198,12830.8M $0.95 %
Fifth Third Bancorp 653,99830.4M $0.93 %
Western Digital Corp 111,56130.2M $0.93 %
Texas Instruments Inc 151,27129.4M $0.90 %
Eaton Corp PLC 81,74129.2M $0.90 %
Intercontinental Exchange Inc 184,30929M $0.89 %
AutoZone Inc 8,56428.9M $0.89 %
EOG Resources Inc 199,65628.9M $0.89 %
Eli Lilly & Co 30,67228.2M $0.87 %
Intuit Inc 64,16827.7M $0.85 %
TransDigm Group Inc 23,46927.2M $0.84 %
Church & Dwight Co Inc 288,03226.9M $0.83 %
Taiwan Semiconductor Manufacturing Co Ltd 72,37624.5M $0.75 %
AT&T Inc 840,34624.4M $0.75 %
NXP Semiconductors NV 121,73624M $0.74 %
Hilton Worldwide Holdings Inc 77,67323.6M $0.73 %
ServiceNow Inc 222,45923.3M $0.72 %
Bristol-Myers Squibb Co 373,25522.6M $0.70 %
Charles Schwab Corp/The 237,82922.4M $0.69 %
Equinix Inc 22,78822.3M $0.69 %
Ingersoll Rand Inc 278,05022.3M $0.69 %
Stryker Corp 67,12422.1M $0.68 %
Walmart Inc 175,32121.8M $0.67 %
Micron Technology Inc 64,21321.7M $0.67 %
Ventas Inc 259,56021.2M $0.65 %
Thermo Fisher Scientific Inc 42,93321.1M $0.65 %
Analog Devices Inc 66,30221.1M $0.65 %
Vertex Pharmaceuticals Inc 45,81620.5M $0.63 %
Bank of America Corp 403,41919.7M $0.61 %
US Bancorp 372,42719.4M $0.60 %
American Tower Corp 107,20118.5M $0.57 %
Philip Morris International Inc. 110,41918.3M $0.56 %
Boston Scientific Corp 284,95817.9M $0.55 %
Danaher Corp 94,00217.8M $0.55 %
DoorDash Inc 117,75817.7M $0.54 %
Cadence Design Systems Inc 62,78717.4M $0.54 %
Edwards Lifesciences Corp 213,57317.1M $0.53 %
EQT Corp 264,85916.9M $0.52 %
Warner Music Group Corp 657,74316.8M $0.52 %
American Express Co 51,01815.4M $0.47 %
Aon PLC 47,66815.4M $0.47 %
Regeneron Pharmaceuticals, Inc. 19,14914.8M $0.46 %
ConocoPhillips 111,96614.8M $0.45 %
Emerson Electric Co. 107,81914.1M $0.43 %
GE Vernova Inc 15,99614M $0.43 %
Costco Wholesale Corp 13,80113.8M $0.42 %
Waters Corp 45,86813.7M $0.42 %
Baker Hughes Co 216,29913.2M $0.41 %
Ross Stores Inc 60,73913.2M $0.40 %
Fidelity National Information Services Inc 276,92413M $0.40 %
Booking Holdings Inc 2,94112.4M $0.38 %
Tesla Inc 32,95312.3M $0.38 %
United Rentals Inc 16,36611.9M $0.37 %
Royal Caribbean Cruises Ltd 42,41611.7M $0.36 %
Canadian Pacific Kansas City Ltd 146,37411.5M $0.35 %
Martin Marietta Materials Inc 19,29211.4M $0.35 %
Expedia Group Inc 48,84011.3M $0.35 %
Xcel Energy Inc 127,65210.1M $0.31 %
Progressive Corp/The 50,74610.1M $0.31 %
Linde PLC 20,29010.1M $0.31 %
Citigroup Inc 88,33910M $0.31 %
Chipotle Mexican Grill Inc 311,92310M $0.31 %
Arista Networks Inc 75,4529.3M $0.29 %
Goldman Sachs Group Inc/The 10,9139.2M $0.28 %
Oracle Corp 62,0619.1M $0.28 %
General Motors Co 120,7699M $0.28 %
MSCI Inc 15,6388.4M $0.26 %
Affirm Holdings Inc 177,5898.1M $0.25 %
Gilead Sciences Inc 57,5288M $0.25 %
Dominion Energy Inc 125,2267.7M $0.24 %
Capital One Financial Corp 42,2717.7M $0.24 %
Blackstone Inc 66,1937.6M $0.23 %
HCA Healthcare Inc 15,8017.5M $0.23 %
Waste Connections Inc 45,6077.4M $0.23 %
Targa Resources Corp 29,0387.3M $0.22 %
Ameren Corp 66,1547.3M $0.22 %
Advanced Micro Devices Inc 35,4237.2M $0.22 %
Shopify Inc 60,3297.2M $0.22 %
Darden Restaurants Inc 35,5547M $0.21 %
Caterpillar Inc 9,3426.6M $0.20 %
O'Reilly Automotive Inc 69,5106.4M $0.20 %
Welltower Inc 32,0426.3M $0.19 %
Marathon Petroleum Corp 25,6406.3M $0.19 %
NiSource Inc 120,7575.6M $0.17 %
Crowdstrike Holdings Inc 14,1855.5M $0.17 %
Toast Inc 202,6835.4M $0.17 %
Biogen Inc 28,7645.3M $0.16 %
Corning Inc 37,0395M $0.16 %
State Street Corp 39,7655M $0.15 %
Hewlett Packard Enterprise Co 206,0834.9M $0.15 %
Yum! Brands Inc 30,6894.8M $0.15 %
Omnicom Group Inc 63,2304.8M $0.15 %
Masco Corp 78,4514.7M $0.15 %
UDR Inc 134,7974.6M $0.14 %
Seagate Technology Holdings PLC 11,0414.3M $0.13 %
Valero Energy Corp 17,4684.3M $0.13 %
CME Group Inc 14,4624.3M $0.13 %
Cheniere Energy Inc 14,5234.1M $0.13 %
Sherwin-Williams Co/The 12,3564M $0.12 %
Williams Cos Inc/The 54,1263.9M $0.12 %
NIKE Inc 72,2743.8M $0.12 %
Ameriprise Financial Inc 8,0243.6M $0.11 %
Albemarle Corp 19,1793.4M $0.11 %
Medtronic PLC 39,6043.4M $0.11 %
IDEX Corp 18,0263.4M $0.11 %
FedEx Corp 9,4583.4M $0.10 %
Phillips 66 17,9813.3M $0.10 %
Take-Two Interactive Software Inc 16,4483.2M $0.10 %
Donaldson Co Inc 37,3783.2M $0.10 %
ASML Holding NV 2,4003.2M $0.10 %
Skyworks Solutions Inc 54,1732.9M $0.09 %
Fiserv Inc 50,7722.8M $0.09 %
Universal Display Corp 26,8852.5M $0.08 %
Delta Air Lines Inc 30,9532.1M $0.06 %
Fortune Brands Innovations Inc 51,6152M $0.06 %
Insmed Inc 11,8851.9M $0.06 %
Carnival Corp 65,2511.7M $0.05 %
Dexcom Inc 25,7971.6M $0.05 %
Saia Inc 4,5741.6M $0.05 %
Neurocrine Biosciences Inc 11,9871.6M $0.05 %
Alexandria Real Estate Equities, Inc. 32,1981.5M $0.05 %
Parker-Hannifin Corp 1,6571.5M $0.05 %
United Airlines Holdings Inc 15,9141.5M $0.05 %
Tenet Healthcare Corp 5,7661.1M $0.03 %
Elanco Animal Health Inc 34,588827.7K $0.03 %