Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
JPMorgan Hedged Equity 2 Fund · JPMorgan Trust IV
156 holdings · as of 2026-06-30 (2.6 months ago)
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 103% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 24.25% of portfolio weight is in non-compliant holdings, over the 5% threshold.
156 holdings, 146 matched (97% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.15% of this portfolio’s income is non-permissible — weighted across holdings, computed over 87% of portfolio weight (125 of 156 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
55.6% compliant 17.9% questionable 23.6% non-compliant 2.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp. | COMPLIANT | 8.24% | AAOIFI0.7% Usmani12.1% Dow Jones Islamic1.0% S&P Shariah1.2% MSCI Islamic12.1% MSCI Islamic M-Series1.2% FTSE Shariah10.4% |
| AAPL Apple, Inc. | COMPLIANT | 6.64% | AAOIFI1.8% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| MSFT Microsoft Corp. | QUESTIONABLE | 4.91% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AMZN Amazon.com, Inc. | QUESTIONABLE | 4.28% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| GOOG Alphabet, Inc. | QUESTIONABLE | 3.42% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| AVGO Broadcom, Inc. | COMPLIANT | 3.06% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| GOOG Alphabet, Inc. | QUESTIONABLE | 2.46% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| MU Micron Technology, Inc. | COMPLIANT | 2.36% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| META Meta Platforms, Inc. | QUESTIONABLE | 2.10% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| LRCX Lam Research Corp. | COMPLIANT | 1.81% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| TSLA Tesla, Inc. | COMPLIANT | 1.59% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| AMD Advanced Micro Devices, Inc. | COMPLIANT | 1.57% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| N/A | UNSCREENED | 1.31% | no in-house ratios for this holding |
| BRK.B Berkshire Hathaway, Inc. | NON_COMPLIANT | 1.30% | no in-house ratios for this holding |
| LLY Eli Lilly & Co. | COMPLIANT | 1.28% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| JNJ Johnson & Johnson | COMPLIANT | 1.25% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| XOM Exxon Mobil Corp. | COMPLIANT | 1.22% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| ABBV AbbVie, Inc. | COMPLIANT | 1.22% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| MA Mastercard, Inc. | COMPLIANT | 1.20% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| BAC Bank of America Corp. | NON_COMPLIANT | 1.06% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| TT Trane Technologies plc | COMPLIANT | 1.01% | AAOIFI4.7% Usmani19.3% Dow Jones Islamic5.0% S&P Shariah5.7% MSCI Islamic19.3% MSCI Islamic M-Series5.7% FTSE Shariah19.3% |
| V Visa, Inc. | COMPLIANT | 0.97% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| RTX RTX Corp. | NON_COMPLIANT | 0.95% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| HWM Howmet Aerospace, Inc. | NON_COMPLIANT | 0.87% | AAOIFI5.1% Usmani35.2% Dow Jones Islamic6.2% S&P Shariah7.9% MSCI Islamic35.2% MSCI Islamic M-Series7.9% FTSE Shariah34.0% |
| NEE NextEra Energy, Inc. | NON_COMPLIANT | 0.86% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| PEP PepsiCo, Inc. | COMPLIANT | 0.84% | AAOIFI23.4% Usmani39.4% Dow Jones Islamic22.7% S&P Shariah22.0% MSCI Islamic39.4% MSCI Islamic M-Series22.0% FTSE Shariah39.4% |
| MMM 3M Co. | COMPLIANT | 0.83% | AAOIFI15.2% Usmani37.7% Dow Jones Islamic16.6% S&P Shariah18.5% MSCI Islamic37.7% MSCI Islamic M-Series18.5% FTSE Shariah35.9% |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 0.82% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| STX Seagate Technology Holdings plc | COMPLIANT | 0.81% | AAOIFI2.0% Usmani39.5% Dow Jones Islamic5.8% S&P Shariah7.7% MSCI Islamic39.5% MSCI Islamic M-Series7.7% FTSE Shariah36.1% |
| LOW Lowe's Cos., Inc. | NON_COMPLIANT | 0.77% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| UNH UnitedHealth Group, Inc. | NON_COMPLIANT | 0.76% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| INTC Intel Corp. | COMPLIANT | 0.74% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| T AT&T, Inc. | NON_COMPLIANT | 0.73% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| APH Amphenol Corp. | NON_COMPLIANT | 0.73% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PM Philip Morris International, Inc. | NON_COMPLIANT | 0.72% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| MCD McDonald's Corp. | NON_COMPLIANT | 0.71% | AAOIFI29.7% Usmani91.1% Dow Jones Islamic26.3% S&P Shariah27.2% MSCI Islamic91.1% MSCI Islamic M-Series27.2% FTSE Shariah66.5% |
| AON Aon plc | NON_COMPLIANT | 0.70% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| SCHW Charles Schwab Corp. (The) | NON_COMPLIANT | 0.70% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| EOG EOG Resources, Inc. | COMPLIANT | 0.69% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| TXN Texas Instruments, Inc. | COMPLIANT | 0.68% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| ECL Ecolab, Inc. | COMPLIANT | 0.67% | AAOIFI17.0% Usmani44.6% Dow Jones Islamic18.1% S&P Shariah19.4% MSCI Islamic44.6% MSCI Islamic M-Series19.4% FTSE Shariah44.0% |
| ORCL Oracle Corp. | COMPLIANT | 0.67% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| WMT Walmart, Inc. | QUESTIONABLE | 0.66% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| C Citigroup, Inc. | NON_COMPLIANT | 0.65% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| WDC Western Digital Corp. | COMPLIANT | 0.63% | AAOIFI0.7% Usmani8.6% Dow Jones Islamic1.8% S&P Shariah2.3% MSCI Islamic8.6% MSCI Islamic M-Series2.3% FTSE Shariah7.6% |
| DE Deere & Co. | NON_COMPLIANT | 0.63% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| SYK Stryker Corp. | COMPLIANT | 0.61% | AAOIFI14.6% Usmani32.2% Dow Jones Islamic11.3% S&P Shariah11.8% MSCI Islamic32.2% MSCI Islamic M-Series11.8% FTSE Shariah31.2% |
| ADI Analog Devices, Inc. | COMPLIANT | 0.61% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| MS Morgan Stanley | NON_COMPLIANT | 0.58% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| GLW Corning, Inc. | COMPLIANT | 0.58% | AAOIFI7.0% Usmani32.5% Dow Jones Islamic12.8% S&P Shariah16.4% MSCI Islamic31.8% MSCI Islamic M-Series16.4% FTSE Shariah28.7% |
| NXPI NXP Semiconductors NV | COMPLIANT | 0.57% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| NOW ServiceNow, Inc. | COMPLIANT | 0.55% | AAOIFI6.1% Usmani26.7% Dow Jones Islamic5.0% S&P Shariah5.3% MSCI Islamic26.7% MSCI Islamic M-Series5.3% FTSE Shariah23.7% |
| DIS Walt Disney Co. (The) | NON_COMPLIANT | 0.55% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| BMY Bristol-Myers Squibb Co. | NON_COMPLIANT | 0.55% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VTR Ventas, Inc. | COMPLIANT | 0.53% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| AJG Arthur J Gallagher & Co. | NON_COMPLIANT | 0.52% | AAOIFI21.0% Usmani17.2% Dow Jones Islamic20.7% S&P Shariah22.4% MSCI Islamic17.2% MSCI Islamic M-Series22.4% FTSE Shariah16.6% |
| MDLZ Mondelez International, Inc. | COMPLIANT | 0.52% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| ETN Eaton Corp. plc | COMPLIANT | 0.48% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| ROST Ross Stores, Inc. | COMPLIANT | 0.48% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| US Bancorp | UNSCREENED | 0.48% | no in-house ratios for this holding |
| SRE Sempra | NON_COMPLIANT | 0.47% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| ANET Arista Networks, Inc. | COMPLIANT | 0.47% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| EQIX Equinix, Inc. | COMPLIANT | 0.46% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| HLT Hilton Worldwide Holdings, Inc. | NON_COMPLIANT | 0.45% | AAOIFI20.0% Usmani82.8% Dow Jones Islamic21.8% S&P Shariah23.8% MSCI Islamic82.8% MSCI Islamic M-Series23.8% FTSE Shariah78.8% |
| CMG Chipotle Mexican Grill, Inc. | NON_COMPLIANT | 0.45% | AAOIFI11.6% Usmani61.1% Dow Jones Islamic9.1% S&P Shariah8.6% MSCI Islamic61.1% MSCI Islamic M-Series8.6% FTSE Shariah0.0% |
| ETR Entergy Corp. | NON_COMPLIANT | 0.44% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| GEV GE Vernova, Inc. | COMPLIANT | 0.44% | AAOIFI1.1% Usmani3.5% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic3.5% MSCI Islamic M-Series2.0% FTSE Shariah3.5% |
| COF Capital One Financial Corp. | NON_COMPLIANT | 0.44% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| Yum! Brands, Inc. | UNSCREENED | 0.43% | no in-house ratios for this holding |
| FITB Fifth Third Bancorp | NON_COMPLIANT | 0.43% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| VRT Vertiv Holdings Co. | COMPLIANT | 0.42% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.5% S&P Shariah5.7% MSCI Islamic19.0% MSCI Islamic M-Series5.7% FTSE Shariah18.5% |
| EW Edwards Lifesciences Corp. | COMPLIANT | 0.42% | AAOIFI1.4% Usmani5.1% Dow Jones Islamic1.5% S&P Shariah1.5% MSCI Islamic5.1% MSCI Islamic M-Series1.5% FTSE Shariah4.3% |
| REGN Regeneron Pharmaceuticals, Inc. | COMPLIANT | 0.42% | AAOIFI2.4% Usmani6.5% Dow Jones Islamic3.0% S&P Shariah2.7% MSCI Islamic4.8% MSCI Islamic M-Series2.7% FTSE Shariah4.8% |
| LIN Linde plc | COMPLIANT | 0.41% | AAOIFI13.0% Usmani31.7% Dow Jones Islamic13.0% S&P Shariah13.4% MSCI Islamic31.7% MSCI Islamic M-Series13.4% FTSE Shariah31.7% |
| AXP American Express Co. | NON_COMPLIANT | 0.41% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| SO Southern Co. (The) | NON_COMPLIANT | 0.41% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| BKR Baker Hughes Co. | NON_COMPLIANT | 0.39% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VRTX Vertex Pharmaceuticals, Inc. | COMPLIANT | 0.38% | AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| CPAY Corpay, Inc. | NON_COMPLIANT | 0.38% | AAOIFI56.5% Usmani53.7% Dow Jones Islamic65.8% S&P Shariah69.1% MSCI Islamic53.7% MSCI Islamic M-Series69.1% FTSE Shariah53.7% |
| WELL Welltower, Inc. | COMPLIANT | 0.38% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic15.6% S&P Shariah19.1% MSCI Islamic26.7% MSCI Islamic M-Series19.1% FTSE Shariah26.7% |
| PLTR Palantir Technologies, Inc. | QUESTIONABLE | 0.37% | AAOIFI0.1% Usmani1.8% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic1.8% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| COP ConocoPhillips | COMPLIANT | 0.37% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| DOV Dover Corp. | COMPLIANT | 0.37% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| AZO AutoZone, Inc. | COMPLIANT | 0.36% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TDG TransDigm Group, Inc. | NON_COMPLIANT | 0.35% | AAOIFI51.2% Usmani123.0% Dow Jones Islamic45.8% S&P Shariah49.7% MSCI Islamic123.0% MSCI Islamic M-Series49.7% FTSE Shariah123.0% |
| CI Cigna Group (The) | NON_COMPLIANT | 0.33% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| ACN Accenture plc | COMPLIANT | 0.33% | AAOIFI7.7% Usmani12.2% Dow Jones Islamic5.0% S&P Shariah4.7% MSCI Islamic12.2% MSCI Islamic M-Series4.7% FTSE Shariah7.5% |
| SNDK Sandisk Corp. | COMPLIANT | 0.31% | AAOIFI0.1% Usmani0.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.9% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| KDP Keurig Dr Pepper, Inc. | NON_COMPLIANT | 0.31% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| BURL Burlington Stores, Inc. | COMPLIANT | 0.31% | AAOIFI35.4% Usmani59.0% Dow Jones Islamic33.2% S&P Shariah36.9% MSCI Islamic58.8% MSCI Islamic M-Series36.9% FTSE Shariah19.1% |
| BKNG Booking Holdings, Inc. | COMPLIANT | 0.30% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MDT Medtronic plc | COMPLIANT | 0.30% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| UNP Union Pacific Corp. | COMPLIANT | 0.30% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| FDX FedEx Corp. | NON_COMPLIANT | 0.30% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| CDNS Cadence Design Systems, Inc. | COMPLIANT | 0.29% | AAOIFI0.3% Usmani1.9% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.9% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| AFRM Affirm Holdings, Inc. | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WAT Waters Corp. | COMPLIANT | 0.27% | AAOIFI14.1% Usmani21.2% Dow Jones Islamic21.2% S&P Shariah23.3% MSCI Islamic21.2% MSCI Islamic M-Series23.3% FTSE Shariah19.7% |
| URI United Rentals, Inc. | COMPLIANT | 0.26% | AAOIFI27.5% Usmani59.2% Dow Jones Islamic32.5% S&P Shariah35.6% MSCI Islamic58.1% MSCI Islamic M-Series35.6% FTSE Shariah53.3% |
| NFLX Netflix, Inc. | QUESTIONABLE | 0.26% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| CCL Carnival Corp. Ltd. | NON_COMPLIANT | 0.26% | AAOIFI83.4% Usmani51.4% Dow Jones Islamic87.3% S&P Shariah102.4% MSCI Islamic51.4% MSCI Islamic M-Series102.4% FTSE Shariah49.0% |
| PPG PPG Industries, Inc. | COMPLIANT | 0.26% | AAOIFI31.6% Usmani34.8% Dow Jones Islamic30.9% S&P Shariah29.1% MSCI Islamic34.7% MSCI Islamic M-Series29.1% FTSE Shariah32.1% |
| BSX Boston Scientific Corp. | COMPLIANT | 0.26% | AAOIFI19.4% Usmani27.9% Dow Jones Islamic10.0% S&P Shariah10.9% MSCI Islamic27.9% MSCI Islamic M-Series10.9% FTSE Shariah27.9% |
| TMO Thermo Fisher Scientific, Inc. | COMPLIANT | 0.25% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| EMR Emerson Electric Co. | COMPLIANT | 0.25% | AAOIFI16.2% Usmani32.7% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic32.7% MSCI Islamic M-Series20.6% FTSE Shariah31.1% |
| HUM Humana, Inc. | NON_COMPLIANT | 0.24% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| ADSK Autodesk, Inc. | COMPLIANT | 0.23% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| JPMorgan U.S. Government Money Market Fund | UNSCREENED | 0.23% | no in-house ratios for this holding |
| MAS Masco Corp. | COMPLIANT | 0.23% | AAOIFI23.0% Usmani61.8% Dow Jones Islamic22.1% S&P Shariah22.3% MSCI Islamic61.5% MSCI Islamic M-Series22.3% FTSE Shariah56.3% |
| PGR Progressive Corp. (The) | NON_COMPLIANT | 0.23% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| DASH DoorDash, Inc. | COMPLIANT | 0.22% | AAOIFI3.6% Usmani16.9% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic16.9% MSCI Islamic M-Series4.5% FTSE Shariah13.9% |
| AMT American Tower Corp. | NON_COMPLIANT | 0.22% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LDOS Leidos Holdings, Inc. | NON_COMPLIANT | 0.21% | AAOIFI39.5% Usmani42.1% Dow Jones Islamic32.6% S&P Shariah34.8% MSCI Islamic42.1% MSCI Islamic M-Series34.8% FTSE Shariah38.6% |
| FIS Fidelity National Information Services, Inc. | NON_COMPLIANT | 0.21% | AAOIFI78.8% Usmani38.6% Dow Jones Islamic50.4% S&P Shariah49.4% MSCI Islamic38.6% MSCI Islamic M-Series49.4% FTSE Shariah38.4% |
| MCK McKesson Corp. | COMPLIANT | 0.21% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| EXPE Expedia Group, Inc. | NON_COMPLIANT | 0.21% | AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8% |
| VMC Vulcan Materials Co. | COMPLIANT | 0.20% | AAOIFI14.1% Usmani30.1% Dow Jones Islamic13.9% S&P Shariah14.6% MSCI Islamic30.1% MSCI Islamic M-Series14.6% FTSE Shariah26.6% |
| CRWD Crowdstrike Holdings, Inc. | COMPLIANT | 0.20% | AAOIFI0.4% Usmani6.8% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic6.8% MSCI Islamic M-Series0.8% FTSE Shariah6.2% |
| JPMorgan Prime Money Market Fund | UNSCREENED | 0.20% | no in-house ratios for this holding |
| APO Apollo Global Management, Inc. | NON_COMPLIANT | 0.19% | AAOIFI17.4% Usmani2.8% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic2.8% MSCI Islamic M-Series19.6% FTSE Shariah2.8% |
| MO Altria Group, Inc. | NON_COMPLIANT | 0.19% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| BX Blackstone, Inc. | NON_COMPLIANT | 0.19% | AAOIFI7.9% Usmani26.7% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic26.7% MSCI Islamic M-Series13.8% FTSE Shariah26.7% |
| ELS Equity LifeStyle Properties, Inc. | COMPLIANT | 0.18% | AAOIFI27.9% Usmani58.2% Dow Jones Islamic27.8% S&P Shariah28.2% MSCI Islamic58.2% MSCI Islamic M-Series28.2% FTSE Shariah58.2% |
| N/A | UNSCREENED | 0.18% | no in-house ratios for this holding |
| APP AppLovin Corp. | COMPLIANT | 0.18% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| COR Cencora, Inc. | COMPLIANT | 0.17% | AAOIFI18.9% Usmani14.0% Dow Jones Islamic20.8% S&P Shariah22.7% MSCI Islamic14.0% MSCI Islamic M-Series22.7% FTSE Shariah14.0% |
| TXT Textron, Inc. | NON_COMPLIANT | 0.17% | AAOIFI3.0% Usmani2.2% Dow Jones Islamic2.7% S&P Shariah2.6% MSCI Islamic2.2% MSCI Islamic M-Series2.6% FTSE Shariah0.0% |
| FANG Diamondback Energy, Inc. | COMPLIANT | 0.17% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| MLM Martin Marietta Materials, Inc. | COMPLIANT | 0.16% | AAOIFI17.5% Usmani29.8% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic29.8% MSCI Islamic M-Series18.9% FTSE Shariah27.9% |
| FTNT Fortinet, Inc. | COMPLIANT | 0.16% | AAOIFI0.4% Usmani4.6% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic4.6% MSCI Islamic M-Series0.8% FTSE Shariah4.6% |
| NEM Newmont Corp. | COMPLIANT | 0.16% | AAOIFI3.8% Usmani8.8% Dow Jones Islamic6.1% S&P Shariah7.4% MSCI Islamic8.8% MSCI Islamic M-Series7.4% FTSE Shariah8.8% |
| INTU Intuit, Inc. | COMPLIANT | 0.16% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| EQT EQT Corp. | COMPLIANT | 0.15% | AAOIFI16.4% Usmani13.7% Dow Jones Islamic18.1% S&P Shariah21.8% MSCI Islamic13.7% MSCI Islamic M-Series21.8% FTSE Shariah13.7% |
| DAL Delta Air Lines, Inc. | NON_COMPLIANT | 0.15% | AAOIFI35.9% Usmani21.9% Dow Jones Islamic46.8% S&P Shariah52.9% MSCI Islamic21.9% MSCI Islamic M-Series52.9% FTSE Shariah15.0% |
| IR Ingersoll Rand, Inc. | COMPLIANT | 0.15% | AAOIFI14.2% Usmani22.7% Dow Jones Islamic12.3% S&P Shariah12.3% MSCI Islamic22.7% MSCI Islamic M-Series12.3% FTSE Shariah22.4% |
| CHD Church & Dwight Co., Inc. | COMPLIANT | 0.14% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic10.4% S&P Shariah10.4% MSCI Islamic26.7% MSCI Islamic M-Series10.4% FTSE Shariah24.8% |
| TOST Toast, Inc. | COMPLIANT | 0.14% | AAOIFI0.1% Usmani0.5% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.5% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| ACGL Arch Capital Group Ltd. | NON_COMPLIANT | 0.13% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CTSH Cognizant Technology Solutions Corp. | COMPLIANT | 0.13% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| EME EMCOR Group, Inc. | COMPLIANT | 0.13% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| ICE Intercontinental Exchange, Inc. | NON_COMPLIANT | 0.11% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| CIEN Ciena Corp. | COMPLIANT | 0.11% | AAOIFI7.2% Usmani41.1% Dow Jones Islamic11.3% S&P Shariah15.1% MSCI Islamic41.0% MSCI Islamic M-Series15.1% FTSE Shariah40.4% |
| Space Exploration Technologies Corp. | UNSCREENED | 0.10% | no in-house ratios for this holding |
| UAL United Airlines Holdings, Inc. | NON_COMPLIANT | 0.10% | AAOIFI93.1% Usmani39.8% Dow Jones Islamic109.0% S&P Shariah132.3% MSCI Islamic39.8% MSCI Islamic M-Series132.3% FTSE Shariah31.3% |
| OMC Omnicom Group, Inc. | NON_COMPLIANT | 0.10% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| NBIX Neurocrine Biosciences, Inc. | COMPLIANT | 0.09% | AAOIFI2.9% Usmani8.6% Dow Jones Islamic3.4% S&P Shariah3.5% MSCI Islamic8.6% MSCI Islamic M-Series3.5% FTSE Shariah0.0% |
| CB Chubb Ltd. | NON_COMPLIANT | 0.07% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| LEN Lennar Corp. | NON_COMPLIANT | 0.07% | AAOIFI30.7% Usmani17.4% Dow Jones Islamic21.2% S&P Shariah19.8% MSCI Islamic17.4% MSCI Islamic M-Series19.8% FTSE Shariah17.4% |
| FDXF Fedex Freight Holding Co., Inc. | COMPLIANT | 0.07% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| WMG Warner Music Group Corp. | NON_COMPLIANT | 0.07% | AAOIFI34.2% Usmani45.9% Dow Jones Islamic15713033.1% S&P Shariah15478978.9% MSCI Islamic45.9% MSCI Islamic M-Series15478978.9% FTSE Shariah43.9% |
| APTV Aptiv plc | NON_COMPLIANT | 0.05% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AWK American Water Works Co., Inc. | NON_COMPLIANT | 0.03% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WEX WEX, Inc. | NON_COMPLIANT | 0.03% | AAOIFI56.3% Usmani21.7% Dow Jones Islamic61.0% S&P Shariah53.6% MSCI Islamic21.7% MSCI Islamic M-Series53.6% FTSE Shariah21.7% |
| BALL Ball Corp. | NON_COMPLIANT | 0.03% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JPMorgan Securities Lending Money Market Fund | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 26 points of portfolio weight — 76.8% of it passes AAOIFI, 51.1% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 76.8% ratios fail on 15.6% 10.5% not rated under AAOIFI
ratios pass on 62.7% ratios fail on 24.7% 15.6% not rated under Usmani
ratios pass on 76.4% ratios fail on 16.0% 10.5% not rated under Dow Jones Islamic
ratios pass on 75.7% ratios fail on 16.7% 10.5% not rated under S&P Shariah
ratios pass on 51.1% ratios fail on 31.9% 20.0% not rated under MSCI Islamic
ratios pass on 75.5% ratios fail on 16.9% 10.5% not rated under MSCI Islamic M-Series
ratios pass on 62.3% ratios fail on 26.0% 14.7% not rated under FTSE Shariah
144 of 156 listed holdings carry our own per-methodology verdicts (99% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 130 (94% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BRK.B Berkshire Hathaway, Inc. | 1.30% |
| BAC Bank of America Corp. | 1.06% |
| RTX RTX Corp. | 0.95% |
| HWM Howmet Aerospace, Inc. | 0.87% |
| NEE NextEra Energy, Inc. | 0.86% |
| WFC Wells Fargo & Co. | 0.82% |
| LOW Lowe's Cos., Inc. | 0.77% |
| UNH UnitedHealth Group, Inc. | 0.76% |
| T AT&T, Inc. | 0.73% |
| APH Amphenol Corp. | 0.73% |
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
JHDAX (JHDAX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Computing the full ratio and business-activity breakdown for JHDAX — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 49.20 | NEUTRAL |
| Stochastic %K (14) | 41.67 | NEUTRAL |
| CCI (20) | -67.16 | NEUTRAL |
| Williams %R (14) | -58.33 | NEUTRAL |
| MACD (12,26,9) | -0.04 | SELL |
| ROC (10) | -0.51 | SELL |
| Momentum (10) | -0.11 | SELL |
| EMA (10) | 21.53 | SELL |
| SMA (10) | 21.55 | SELL |
| EMA (20) | 21.55 | SELL |
| SMA (20) | 21.59 | SELL |
| EMA (30) | 21.52 | SELL |
| SMA (30) | 21.62 | SELL |
| EMA (50) | 21.42 | BUY |
| SMA (50) | 21.45 | BUY |
| EMA (100) | 21.11 | BUY |
| SMA (100) | 21.15 | BUY |
| EMA (200) | 20.59 | BUY |
| SMA (200) | 20.49 | BUY |
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets plus the amount of borrowings for investment purposes. It will also systematically purchase and sell exchange traded put options and sell exchange traded call options, employing an option overlay known as a "Put/Spread Collar" strategy. The fund's investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index.
Background via Yahoo Finance — informational, not part of the verdict.
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-09-08 · Asset managers net 912361 (-21819)
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.