JLPYXETF / FundJPMorgan U.S. Large Cap Core Plus Fund
Verdicts genuinely change. Free email alert the moment JLPYX's does — no target price to set, unlike "Alert" above.
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 U.S. Large Cap Core Plus Fund · JPMorgan Trust I
268 holdings
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 142% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED 15% of this fund's gross exposure is short across 112 positions. Our look-through asks what a fund owns and whether owning it is permissible; a short position is not ownership but an obligation to deliver something the fund does not hold, so a verdict computed as though this were a long-only portfolio would not describe it. The holdings are listed below, with the short positions marked.
268 holdings, 254 matched (97% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.31% of this portfolio’s income is non-permissible — weighted across holdings, computed over 91% of portfolio weight (236 of 268 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.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
All holdings (268) · showing 251–268
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| FIS Fidelity National Information Services, Inc. | NON_COMPLIANT | 0.07% | AAOIFI78.8% Usmani38.6% Dow Jones Islamic50.4% S&P Shariah49.4% MSCI Islamic38.6% MSCI Islamic M-Series49.4% FTSE Shariah38.4% |
| SYY Sysco Corp. | NON_COMPLIANT | 0.06% | AAOIFI38.2% Usmani54.1% Dow Jones Islamic41.2% S&P Shariah41.9% MSCI Islamic52.7% MSCI Islamic M-Series41.9% FTSE Shariah47.6% |
| FDS FactSet Research Systems, Inc. | COMPLIANT | 0.06% | AAOIFI14.6% Usmani37.5% Dow Jones Islamic12.1% S&P Shariah11.2% MSCI Islamic37.5% MSCI Islamic M-Series11.2% FTSE Shariah33.2% |
| XRAY Dentsply Sirona, Inc. | NON_COMPLIANT | 0.06% | AAOIFI84.0% Usmani44.4% Dow Jones Islamic79.7% S&P Shariah58.9% MSCI Islamic44.4% MSCI Islamic M-Series58.9% FTSE Shariah42.7% |
| PPG PPG Industries, Inc. | COMPLIANT | 0.06% | AAOIFI31.6% Usmani34.8% Dow Jones Islamic30.9% S&P Shariah29.1% MSCI Islamic34.7% MSCI Islamic M-Series29.1% FTSE Shariah32.1% |
| DG Dollar General Corp. | NON_COMPLIANT | 0.05% | AAOIFI55.9% Usmani49.0% Dow Jones Islamic69.2% S&P Shariah65.1% MSCI Islamic49.0% MSCI Islamic M-Series65.1% FTSE Shariah14.2% |
| NBIX Neurocrine Biosciences, Inc. | COMPLIANT | 0.05% | AAOIFI2.9% Usmani8.6% Dow Jones Islamic3.4% S&P Shariah3.5% MSCI Islamic8.6% MSCI Islamic M-Series3.5% FTSE Shariah0.0% |
| IBM International Business Machines Corp. | NON_COMPLIANT | 0.05% | AAOIFI29.5% Usmani42.9% Dow Jones Islamic28.2% S&P Shariah32.2% MSCI Islamic42.9% MSCI Islamic M-Series32.2% FTSE Shariah40.8% |
| TRV Travelers Cos., Inc. (The) | NON_COMPLIANT | 0.05% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| SIRI Sirius XM Holdings, Inc. | NON_COMPLIANT | 0.05% | AAOIFI96.8% Usmani34.8% Dow Jones Islamic120.6% S&P Shariah95.9% MSCI Islamic34.8% MSCI Islamic M-Series95.9% FTSE Shariah34.8% |
| SPOT Spotify Technology SA | NON_COMPLIANT | 0.05% | AAOIFI1.6% Usmani9.7% Dow Jones Islamic1.5% S&P Shariah1.9% MSCI Islamic9.7% MSCI Islamic M-Series1.9% FTSE Shariah9.7% |
| DR Horton, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| KO Coca-Cola Co. (The) | COMPLIANT | 0.05% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| DXCM Dexcom, Inc. | COMPLIANT | 0.05% | AAOIFI4.1% Usmani21.7% Dow Jones Islamic4.7% S&P Shariah4.0% MSCI Islamic20.9% MSCI Islamic M-Series4.0% FTSE Shariah19.3% |
| Insmed, Inc. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| FANG Diamondback Energy, Inc. | COMPLIANT | 0.03% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| FDXF Fedex Freight Holding Co., Inc. | COMPLIANT | 0.03% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| EPAM EPAM Systems, Inc. | COMPLIANT | 0.03% | AAOIFI2.6% Usmani3.3% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic3.3% MSCI Islamic M-Series1.4% FTSE Shariah0.5% |
The published standards disagree about this fund by 41 points of portfolio weight — 102.2% of it passes AAOIFI, 61.7% 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 102.2% ratios fail on 30.1% 9.5% not rated under AAOIFI
ratios pass on 75.9% ratios fail on 48.8% 17.1% not rated under Usmani
ratios pass on 99.5% ratios fail on 32.7% 9.6% not rated under Dow Jones Islamic
ratios pass on 99.5% ratios fail on 32.7% 9.6% not rated under S&P Shariah
ratios pass on 61.7% ratios fail on 59.1% 21.0% not rated under MSCI Islamic
ratios pass on 98.7% ratios fail on 33.5% 9.6% not rated under MSCI Islamic M-Series
ratios pass on 76.9% ratios fail on 49.0% 15.8% not rated under FTSE Shariah
252 of 268 listed holdings carry our own per-methodology verdicts (138% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 247 (135% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| NVDANVIDIA Corp. | 8.53% | Compliant |
| AAPLApple, Inc. | 5.45% | Compliant |
| AMZNAmazon.com, Inc. | 5.14% | Questionable |
| GOOGAlphabet, Inc. | 4.82% | Questionable |
| MSFTMicrosoft Corp. | 4.78% | Questionable |
| AVGOBroadcom, Inc. | 3.35% | Compliant |
| LRCXLam Research Corp. | 2.86% | Compliant |
| MUMicron Technology, Inc. | 2.86% | Compliant |
| METAMeta Platforms, Inc. | 2.39% | Questionable |
| MAMastercard, Inc. | 2.32% | Compliant |
Top 10 of 268 holdings, 42.5% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- AMZNquestionable5.14%
- GOOGquestionable4.82%
- MSFTquestionable4.78%
- METAquestionable2.39%
- LOWnon-compliant1.71%
- RTXnon-compliant1.54%
What changed, and when
Verdict history for JLPYX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for JLPYX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 4 days - this is not a reading of today
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.
Price Forecast
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.
Technical Summary
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 47.60 | NEUTRAL |
| Stochastic %K (14) | 43.40 | NEUTRAL |
| CCI (20) | -45.83 | NEUTRAL |
| Williams %R (14) | -56.60 | NEUTRAL |
| MACD (12,26,9) | -0.03 | SELL |
| ROC (10) | -0.81 | SELL |
| Momentum (10) | -0.21 | SELL |
| EMA (10) | 25.80 | BUY |
| SMA (10) | 25.73 | BUY |
| EMA (20) | 25.89 | SELL |
| SMA (20) | 26.02 | SELL |
| EMA (30) | 25.93 | SELL |
| SMA (30) | 26.03 | SELL |
| EMA (50) | 25.93 | SELL |
| SMA (50) | 25.98 | SELL |
| EMA (100) | 25.72 | BUY |
| SMA (100) | 25.85 | SELL |
| EMA (200) | 25.03 | BUY |
| SMA (200) | 24.95 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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.
AI Summary
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.