30,325 funds screened by look-through to their filed holdings
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| JSECX | JPMorgan Small Cap Equity Fund· JPMorgan Trust I | Non-compliant | 120 | 84% |
| JSEPX | JPMorgan Small Cap Equity Fund· JPMorgan Trust I | Non-compliant | 120 | 84% |
| JSEQX | JPMorgan Small Cap Equity Fund· JPMorgan Trust I | Non-compliant | 120 | 84% |
| JSERX | JPMorgan Small Cap Equity Fund· JPMorgan Trust I | Non-compliant | 120 | 84% |
| JSEZX | JPMorgan Small Cap Equity Fund· JPMorgan Trust I | Non-compliant | 120 | 84% |
| JSGAX | U.S. Growth Fund· John Hancock Funds III | Non-compliant | 49 | 100% |
| JSGBX | U.S. Growth Fund· John Hancock Funds III | Non-compliant | 49 | 100% |
| JSGCX | U.S. Growth Fund· John Hancock Funds III | Non-compliant | 49 | 100% |
| JSGIX | U.S. Growth Fund· John Hancock Funds III | Non-compliant | 49 | 100% |
| JSGRX | U.S. Growth Fund· John Hancock Funds III | Non-compliant | 49 | 100% |
| JSGTX | U.S. Growth Fund· John Hancock Funds III | Non-compliant | 49 | 100% |
| JSGZX | JPMorgan Small Cap Growth Fund· JPMorgan Trust II | Non-compliant | 145 | 73% |
| JSHAX | Janus Henderson Short Duration Flexible Bond Fund· Janus Investment Fund | Non-compliant | 483 | 40% |
| JSHCX | Janus Henderson Short Duration Flexible Bond Fund· Janus Investment Fund | Non-compliant | 483 | 40% |
| JSHIX | Janus Henderson Short Duration Flexible Bond Fund· Janus Investment Fund | Non-compliant | 483 | 40% |
| JSHNX | Janus Henderson Short Duration Flexible Bond Fund· Janus Investment Fund | Non-compliant | 483 | 40% |
| JSHSX | Janus Henderson Short Duration Flexible Bond Fund· Janus Investment Fund | Non-compliant | 483 | 40% |
| JSIAX | JPMorgan Unconstrained Debt Fund· JPMorgan Trust I | Non-compliant | 1,515 | 39% |
| JSIGX | Jacob Small Cap Growth Fund· Jacob Funds Inc. | Non-compliant | 33 | 57% |
| JSIMX | JPMorgan Unconstrained Debt Fund· JPMorgan Trust I | Non-compliant | 1,515 | 39% |
| JSIRX | JPMorgan Unconstrained Debt Fund· JPMorgan Trust I | Non-compliant | 1,515 | 39% |
| JSISX | JPMorgan Unconstrained Debt Fund· JPMorgan Trust I | Non-compliant | 1,515 | 39% |
| JSIVX | Janus Henderson Small Cap Value Fund· Janus Investment Fund | Non-compliant | 85 | 82% |
| JSJAX | Small Cap Dynamic Growth Fund· John Hancock Funds II | Non-compliant | 69 | 84% |
| JSJCX | Small Cap Dynamic Growth Fund· John Hancock Funds II | Non-compliant | 69 | 84% |
| JSJFX | Small Cap Dynamic Growth Fund· John Hancock Funds II | Non-compliant | 69 | 84% |
| JSJIX | Small Cap Dynamic Growth Fund· John Hancock Funds II | Non-compliant | 69 | 84% |
| JSLCX | Multimanager Lifestyle Conservative Portfolio· John Hancock Funds II | Non-compliant | 25 | 10% |
| JSLMX | Multimanager Lifestyle Moderate Portfolio· John Hancock Funds II | Non-compliant | 84 | 7% |
| JSLNX | Janus Henderson Global Select Fund· Janus Investment Fund | Non-compliant | 62 | 95% |
| JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF· Janus Detroit Street Trust | Non-compliant | 129 | 84% |
| JSMGX | Janus Henderson Triton Fund· Janus Investment Fund | Non-compliant | 148 | 82% |
| JSML | Janus Henderson Small Cap Growth Alpha ETF· Janus Detroit Street Trust | Non-compliant | 124 | 85% |
| JSMTX | Jackson Square SMID-Cap Growth Fund· Managed Portfolio Series | Non-compliant | 26 | 93% |
| JSMVX | Jackson Square SMID-Cap Growth Fund· Managed Portfolio Series | Non-compliant | 26 | 93% |
| JSNAX | Short Duration Bond Fund· John Hancock Bond Trust | Non-compliant | 496 | 43% |
| JSNCX | Short Duration Bond Fund· John Hancock Bond Trust | Non-compliant | 496 | 43% |
| JSNFX | Income Fund· John Hancock Strategic Series | Non-compliant | 573 | 41% |
| JSNIX | Short Duration Bond Fund· John Hancock Bond Trust | Non-compliant | 496 | 43% |
| JSNRX | Short Duration Bond Fund· John Hancock Bond Trust | Non-compliant | 496 | 43% |
| JSNSX | Income Fund· John Hancock Strategic Series | Non-compliant | 573 | 41% |
| JSNVX | Income Fund· John Hancock Strategic Series | Non-compliant | 573 | 41% |
| JSNWX | Income Fund· John Hancock Strategic Series | Non-compliant | 573 | 41% |
| JSPIX | Jackson Square Large-Cap Growth Fund· Managed Portfolio Series | Non-compliant | 28 | 61% |
| JSPJX | Jackson Square Large-Cap Growth Fund· Managed Portfolio Series | Non-compliant | 28 | 61% |
| JSTC | Adasina Social Justice All Cap Global ETF· Tidal Trust I | Non-compliant | 637 | 89% |
| JSTCX | Income Fund· John Hancock Strategic Series | Non-compliant | 573 | 41% |
| JSTIX | Income Fund· John Hancock Strategic Series | Non-compliant | 573 | 41% |
| JSVAX | Janus Henderson Contrarian Fund· Janus Investment Fund | Non-compliant | 45 | 80% |
| JSVCX | Easterly Income Opportunity Fund· James Alpha Funds Trust | Non-compliant | 918 | 18% |
| JSVDX | Janus Henderson Small-Mid Cap Value Fund· Janus Investment Fund | Non-compliant | 49 | 82% |
| JSVIX | Easterly Income Opportunity Fund· James Alpha Funds Trust | Non-compliant | 918 | 18% |
| JSVPX | JPMorgan Small Cap Value Fund· JPMorgan Trust II | Non-compliant | 496 | 76% |
| JSVQX | JPMorgan Small Cap Value Fund· JPMorgan Trust II | Non-compliant | 496 | 76% |
| JSVRX | JPMorgan Small Cap Value Fund· JPMorgan Trust II | Non-compliant | 496 | 76% |
| JSVSX | Janus Henderson Small-Mid Cap Value Fund· Janus Investment Fund | Non-compliant | 49 | 82% |
| JSVTX | Janus Henderson Small-Mid Cap Value Fund· Janus Investment Fund | Non-compliant | 49 | 82% |
| JSVUX | JPMorgan Small Cap Value Fund· JPMorgan Trust II | Non-compliant | 496 | 76% |
| JSVZX | JPMorgan Small Cap Value Fund· JPMorgan Trust II | Non-compliant | 496 | 76% |
| JTBMX | Total Bond Market Trust· John Hancock Variable Insurance Trust | Non-compliant | 1,131 | 88% |
| JTEK | JPMorgan U.S. Tech Leaders ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 63 | 97% |
| JTLMX | Multimanager Lifestyle Moderate Portfolio· John Hancock Funds II | Non-compliant | 84 | 7% |
| JTLRX | Multimanager Lifestyle Conservative Portfolio· John Hancock Funds II | Non-compliant | 25 | 10% |
| JTMIX | Multimanager Lifestyle Moderate Portfolio· John Hancock Funds II | Non-compliant | 84 | 7% |
| JTOIX | Multimanager Lifestyle Conservative Portfolio· John Hancock Funds II | Non-compliant | 25 | 10% |
| JTUAX | JPMorgan U.S. Small Company Fund· JPMorgan Trust I | Non-compliant | 626 | 74% |
| JTUCX | JPMorgan U.S. Small Company Fund· JPMorgan Trust I | Non-compliant | 626 | 74% |
| JUCAX | Janus Henderson Low Duration Multi-Sector Income Fund· Janus Investment Fund | Non-compliant | 328 | 18% |
| JUCCX | Janus Henderson Low Duration Multi-Sector Income Fund· Janus Investment Fund | Non-compliant | 328 | 18% |
| JUCDX | Janus Henderson Low Duration Multi-Sector Income Fund· Janus Investment Fund | Non-compliant | 328 | 18% |
| JUCIX | Janus Henderson Low Duration Multi-Sector Income Fund· Janus Investment Fund | Non-compliant | 328 | 18% |
| JUCNX | Janus Henderson Low Duration Multi-Sector Income Fund· Janus Investment Fund | Non-compliant | 328 | 18% |
| JUCRX | Janus Henderson Low Duration Multi-Sector Income Fund· Janus Investment Fund | Non-compliant | 328 | 18% |
| JUCSX | Janus Henderson Low Duration Multi-Sector Income Fund· Janus Investment Fund | Non-compliant | 328 | 18% |
| JUCTX | Janus Henderson Low Duration Multi-Sector Income Fund· Janus Investment Fund | Non-compliant | 328 | 18% |
| JUCY | Aptus Enhanced Yield ETF· ETF Series Solutions | Non-compliant | 14 | 92% |
| JUDO | Janus Henderson US Equity Enhanced Income ETF· Janus Detroit Street Trust | Non-compliant | 127 | 99% |
| JUEAX | JPMorgan U.S. Equity Fund· JPMorgan Trust I | Non-compliant | 66 | 97% |
| JUECX | JPMorgan U.S. Equity Fund· JPMorgan Trust I | Non-compliant | 66 | 97% |
| JUEMX | JPMorgan U.S. Equity Fund· JPMorgan Trust I | Non-compliant | 66 | 97% |
| JUEPX | JPMorgan U.S. Equity Fund· JPMorgan Trust I | Non-compliant | 66 | 97% |
| JUEQX | JPMorgan U.S. Equity Fund· JPMorgan Trust I | Non-compliant | 66 | 97% |
| JUESX | JPMorgan U.S. Equity Fund· JPMorgan Trust I | Non-compliant | 66 | 97% |
| JUEZX | JPMorgan U.S. Equity Fund· JPMorgan Trust I | Non-compliant | 66 | 97% |
| JULCX | Multimanager Lifestyle Conservative Portfolio· John Hancock Funds II | Non-compliant | 25 | 10% |
| JULMX | Multimanager Lifestyle Moderate Portfolio· John Hancock Funds II | Non-compliant | 84 | 7% |
| JULP | PGIM S&P 500 Buffer 12 ETF - July· PGIM Rock ETF Trust | Non-compliant | 9 | 99% |
| JULZ | TrueShares Structured Outcome (July) ETF· Elevation Series Trust | Non-compliant | 12 | 88% |
| JUNP | PGIM S&P 500 Buffer 12 ETF - June· PGIM Rock ETF Trust | Non-compliant | 9 | 99% |
| JUNZ | TrueShares Structured Outcome (June) ETF· Elevation Series Trust | Non-compliant | 6 | 91% |
| JUSA | JPMorgan U.S. Research Enhanced Large Cap ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 251 | 98% |
| JUSMX | JPMorgan U.S. Small Company Fund· JPMorgan Trust I | Non-compliant | 626 | 74% |
| JUSPX | JPMorgan U.S. Small Company Fund· JPMorgan Trust I | Non-compliant | 626 | 74% |
| JUSQX | JPMorgan U.S. Small Company Fund· JPMorgan Trust I | Non-compliant | 626 | 74% |
| JUSRX | JPMorgan U.S. Equity Fund· JPMorgan Trust I | Non-compliant | 66 | 97% |
| JUSSX | JPMorgan U.S. Small Company Fund· JPMorgan Trust I | Non-compliant | 626 | 74% |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF· Goldman Sachs ETF Trust | Non-compliant | 468 | 97% |
| JUSYX | JPMorgan U.S. Small Company Fund· JPMorgan Trust I | Non-compliant | 626 | 74% |
| JUTPX | JPMorgan SmartRetirement Blend 2030 Fund· JPMorgan Trust I | Non-compliant | 1,134 | 20% |
| JUTUX | JPMorgan SmartRetirement Blend 2030 Fund· JPMorgan Trust I | Non-compliant | 1,134 | 20% |
30,325 funds · page 95 of 304