Verdicts genuinely change. Free email alert the moment JSORX'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 Strategic Income Opportunities Fund · JPMorgan Trust I
569 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 143% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED 14% of this fund's gross exposure is short across 21 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.
569 holdings, 186 matched (47% of weight). Portfolio as of 2026-05-31, filed 2026-07-28. Source: SEC Form N-PORT.
7.09% of this portfolio’s income is non-permissible — weighted across holdings, computed over 11% of portfolio weight (117 of 569 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.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| BofA Finance LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Orpar SA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Connecticut Avenue Securities Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Australia & New Zealand Banking Group Ltd. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| COLT Mortgage Loan Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| REXR Rexford Industrial Realty LP | NON_COMPLIANT | 0.05% | AAOIFI39.8% Usmani28.1% Dow Jones Islamic38.3% S&P Shariah36.9% MSCI Islamic28.1% MSCI Islamic M-Series36.9% FTSE Shariah28.1% |
| LR.PA Legrand SA | COMPLIANT | 0.05% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| DBX Dropbox, Inc. | NON_COMPLIANT | 0.05% | AAOIFI5.2% Usmani23.9% Dow Jones Islamic6.1% S&P Shariah6.3% MSCI Islamic13.8% MSCI Islamic M-Series6.3% FTSE Shariah0.0% |
| Morgan Stanley Finance LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| 1FRE.MI Fresenius SE & Co. KGaA | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| CLNX.MC Cellnex Telecom SA | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SNY Sanofi SA | COMPLIANT | 0.05% | AAOIFI20.8% Usmani14.7% Dow Jones Islamic38.1% S&P Shariah38.6% MSCI Islamic14.7% MSCI Islamic M-Series38.6% FTSE Shariah14.7% |
| Wix.com Ltd. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| 5411.T JFE Holdings, Inc. | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| OBX Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| DG.PA Vinci SA | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| OBX Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| SHB-A.ST Svenska Handelsbanken AB | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DDOG Datadog, Inc. | NON_COMPLIANT | 0.05% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| John Deere Capital Corp. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| GCAT Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| AXP American Express Co. | NON_COMPLIANT | 0.05% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| LLOY.L Lloyds Banking Group plc | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GRAB Grab Holdings Ltd. | NON_COMPLIANT | 0.05% | AAOIFI14.7% Usmani17.1% Dow Jones Islamic11.1% S&P Shariah12.2% MSCI Islamic17.1% MSCI Islamic M-Series12.2% FTSE Shariah17.1% |
| Angel Oak Mortgage Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Goldman Sachs Finance Corp. International Ltd. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| NVST Envista Holdings Corp. | NON_COMPLIANT | 0.04% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| CCO Holdings LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Bank of America NA | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Xero Investments Ltd. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| NYMT Loan Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| IQVIA, Inc. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| New Century Home Equity Loan Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| OBX Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| U Unity Software, Inc. | COMPLIANT | 0.04% | AAOIFI0.5% Usmani1.3% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic1.3% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| STMPA.PA STMicroelectronics NV | COMPLIANT | 0.04% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| LYV Live Nation Entertainment, Inc. | NON_COMPLIANT | 0.04% | AAOIFI27.6% Usmani40.0% Dow Jones Islamic32.8% S&P Shariah37.6% MSCI Islamic40.0% MSCI Islamic M-Series37.6% FTSE Shariah32.7% |
| 6963.T Rohm Co. Ltd. | COMPLIANT | 0.04% | AAOIFIpass Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BILL BILL Holdings, Inc. | NON_COMPLIANT | 0.04% | AAOIFI45.5% Usmani18.6% Dow Jones Islamic36.1% S&P Shariah31.5% MSCI Islamic18.6% MSCI Islamic M-Series31.5% FTSE Shariah18.0% |
| AFRM Affirm Holdings, Inc. | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ITGR Integer Holdings Corp. | NON_COMPLIANT | 0.04% | AAOIFI30.5% Usmani39.9% Dow Jones Islamic35.6% S&P Shariah36.3% MSCI Islamic38.4% MSCI Islamic M-Series36.3% FTSE Shariah36.2% |
| FHLMC | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| MFA Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| SNAP Snap, Inc. | NON_COMPLIANT | 0.04% | AAOIFI46.0% Usmani56.6% Dow Jones Islamic31.4% S&P Shariah26.2% MSCI Islamic56.6% MSCI Islamic M-Series26.2% FTSE Shariah47.3% |
| Harvest Commercial Capital Loan Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Etsy, Inc. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| OBX Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ZAL.DE Zalando SE | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| ON ON Semiconductor Corp. | COMPLIANT | 0.04% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| SNAP Snap, Inc. | NON_COMPLIANT | 0.04% | AAOIFI46.0% Usmani56.6% Dow Jones Islamic31.4% S&P Shariah26.2% MSCI Islamic56.6% MSCI Islamic M-Series26.2% FTSE Shariah47.3% |
| NAB.AX National Australia Bank Ltd. | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MTH Meritage Homes Corp. | NON_COMPLIANT | 0.04% | AAOIFI15.2% Usmani7.6% Dow Jones Islamic11.7% S&P Shariah11.1% MSCI Islamic7.6% MSCI Islamic M-Series11.1% FTSE Shariah7.6% |
| LYV Live Nation Entertainment, Inc. | NON_COMPLIANT | 0.04% | AAOIFI27.6% Usmani40.0% Dow Jones Islamic32.8% S&P Shariah37.6% MSCI Islamic40.0% MSCI Islamic M-Series37.6% FTSE Shariah32.7% |
| VNA.DE Vonovia SE | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| FHLMC STACR REMIC Trust | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| Starwood Mortgage Residential Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SOFI SoFi Technologies, Inc. | NON_COMPLIANT | 0.03% | AAOIFI14.6% Usmani5.5% Dow Jones Islamic15.6% S&P Shariah19.9% MSCI Islamic5.5% MSCI Islamic M-Series19.9% FTSE Shariah5.5% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Barclays Mortgage Loan Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| QGEN QIAGEN NV | COMPLIANT | 0.03% | AAOIFI20.8% Usmani28.9% Dow Jones Islamic18.9% S&P Shariah18.9% MSCI Islamic28.9% MSCI Islamic M-Series18.9% FTSE Shariah26.3% |
| 1261229 BC Ltd. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MYT Holding LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| OBX Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Shutterfly Finance LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Ford Motor Credit Co. LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CVLT Commvault Systems, Inc. | COMPLIANT | 0.03% | AAOIFI16.2% Usmani48.5% Dow Jones Islamic14.5% S&P Shariah16.3% MSCI Islamic48.5% MSCI Islamic M-Series16.3% FTSE Shariah46.7% |
| OBX Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MTX.DE MTU Aero Engines AG | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| OBX Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| JD JD.com, Inc. | NON_COMPLIANT | 0.03% | AAOIFI28.5% Usmani11.2% Dow Jones Islamic12.5% S&P Shariah13.4% MSCI Islamic11.2% MSCI Islamic M-Series13.4% FTSE Shariah6.4% |
| COIN Coinbase Global, Inc. | NON_COMPLIANT | 0.03% | AAOIFI13.1% Usmani23.2% Dow Jones Islamic9.7% S&P Shariah10.8% MSCI Islamic23.2% MSCI Islamic M-Series10.8% FTSE Shariah22.5% |
| REXR Rexford Industrial Realty LP | NON_COMPLIANT | 0.03% | AAOIFI39.8% Usmani28.1% Dow Jones Islamic38.3% S&P Shariah36.9% MSCI Islamic28.1% MSCI Islamic M-Series36.9% FTSE Shariah28.1% |
| iHeartCommunications, Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| LEG.DE LEG Immobilien SE | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| International Oncology Care, Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| RAMP Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| DISH DBS Corp. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SNOW Snowflake, Inc. | COMPLIANT | 0.02% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| SNAP Snap, Inc. | NON_COMPLIANT | 0.02% | AAOIFI46.0% Usmani56.6% Dow Jones Islamic31.4% S&P Shariah26.2% MSCI Islamic56.6% MSCI Islamic M-Series26.2% FTSE Shariah47.3% |
| N/A | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| OBX Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| Connecticut Avenue Securities Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Nexstar Media, Inc. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| COLT Mortgage Loan Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UBER Uber Technologies, Inc. | COMPLIANT | 0.02% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| SESG.PA SES SA | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ITRI Itron, Inc. | NON_COMPLIANT | 0.02% | AAOIFI38.7% Usmani41.0% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic41.0% MSCI Islamic M-Series36.7% FTSE Shariah40.3% |
| Allison Transmission, Inc. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Visio Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DISH DBS Corp. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ANZ New Zealand Int'l Ltd. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Boston Properties LP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Connecticut Avenue Securities Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SE Sea Ltd. | COMPLIANT | 0.02% | AAOIFI3.7% Usmani8.8% Dow Jones Islamic3.3% S&P Shariah4.1% MSCI Islamic8.6% MSCI Islamic M-Series4.1% FTSE Shariah3.6% |
| PRPM Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| INEOS US Finance LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Federal Realty OP LP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ENX.PA Euronext NV | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 7201.T Nissan Motor Co. Ltd. | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Angel Oak Mortgage Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| JPMorgan Seasoned Mortgage Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BMO.TO Bank of Montreal | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| iHeartCommunications, Inc. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ING ING Groep NV | NON_COMPLIANT | 0.02% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WEC US Holdings, Inc. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GPN Global Payments, Inc. | NON_COMPLIANT | 0.02% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| N/A | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BRAVO Residential Funding Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GCAT Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.01% | no in-house ratios for this holding |
| SHB-A.ST Svenska Handelsbanken AB | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WK Workiva, Inc. | NON_COMPLIANT | 0.01% | AAOIFI0.3% Usmani1.8% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.8% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| OBX Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| FOUR Shift4 Payments, Inc. | NON_COMPLIANT | 0.01% | AAOIFI125.9% Usmani52.5% Dow Jones Islamic74.0% S&P Shariah77.0% MSCI Islamic52.5% MSCI Islamic M-Series77.0% FTSE Shariah51.9% |
| FHLMC | NON_COMPLIANT | 0.01% | no in-house ratios for this holding |
| 9202.T ANA Holdings, Inc. | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| UKG, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| US Renal Care, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Connecticut Avenue Securities Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CXW CoreCivic, Inc. | NON_COMPLIANT | 0.01% | AAOIFI39.5% Usmani39.3% Dow Jones Islamic61.9% S&P Shariah68.7% MSCI Islamic39.3% MSCI Islamic M-Series68.7% FTSE Shariah39.3% |
| Staples, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GCAT Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| DexKo Global, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Crown Finance US, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| PAREXEL International Corp. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Vista Point Securitization Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Moran Foods LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Whatabrands LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Ahead DB Holdings LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Mauser Packaging Solutions Holding Co. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| 1128.HK Wynn Macau Ltd. | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Moran Foods LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Permian Resources Operating LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Hertz Corp. (The) | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Quikrete Holdings, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Moran Foods LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| iHeartCommunications, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Avis Budget Car Rental LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JELD-WEN, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Constellation Renewables LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Project Boost Purchaser LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Axalta Coating Systems LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| SHB-A.ST Svenska Handelsbanken AB | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Bausch + Lomb Corp. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Bear Stearns Asset-Backed Securities Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| St. George's University Scholastic Services LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| First Student Bidco, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| New Evhc Physical Equity | UNSCREENED | 0.01% | no in-house ratios for this holding |
| AWS Claire's LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| White Cap Supply Holdings LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CSC Holdings LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Ecovyst Catalyst Technologies LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.01% | no in-house ratios for this holding |
| Asurion LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| NACC Reperforming Loan REMIC Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Clear Channel Outdoor Holdings, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Adient US LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Trident TPI Holdings, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Whitewater Whistler Holdings LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.01% | no in-house ratios for this holding |
| HUB International Ltd. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Proofpoint, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Terwin Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| SMG Scotts Miracle-Gro Co. (The) | NON_COMPLIANT | 0.01% | AAOIFI71.9% Usmani79.0% Dow Jones Islamic70.4% S&P Shariah73.0% MSCI Islamic78.6% MSCI Islamic M-Series73.0% FTSE Shariah66.7% |
| Conair Holdings LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| APi Group DE, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| NVRI Enviri Corp. | NON_COMPLIANT | 0.00% | AAOIFI64.5% Usmani24.6% Dow Jones Islamic113.4% S&P Shariah129.7% MSCI Islamic24.6% MSCI Islamic M-Series129.7% FTSE Shariah22.8% |
| New Keenova | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Buckeye Partners LP | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Prime Security Services Borrower LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TransDigm, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Saxon Asset Securities Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CSC Holdings LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Indy US Holdco LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Jazz Financing Lux SARL | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TK Elevator Midco GmbH | UNSCREENED | 0.00% | no in-house ratios for this holding |
| MED ParentCo LP | UNSCREENED | 0.00% | no in-house ratios for this holding |
| MYT Holding LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| GPOR Gulfport Energy Corp. | NON_COMPLIANT | 0.00% | AAOIFI29.1% Usmani29.1% Dow Jones Islamic28.3% S&P Shariah30.4% MSCI Islamic29.1% MSCI Islamic M-Series30.4% FTSE Shariah29.1% |
| Option One Mortgage Loan Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Guardian US Holdco LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Connecticut Avenue Securities Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Knowlton Development Corp., Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Adjustable Rate Mortgage Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Shutterfly Finance LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| IHRT iHeartMedia, Inc. | NON_COMPLIANT | 0.00% | AAOIFI1254.8% Usmani118.8% Dow Jones Islamic1382.4% S&P Shariah1497.1% MSCI Islamic118.8% MSCI Islamic M-Series1497.1% FTSE Shariah103.9% |
| RFMSI Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SS&C Technologies, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Garda World Security Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| IQVIA, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| RealPage, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Connecticut Avenue Securities Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| AthenaHealth Group, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Venator Materials LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Venator Materials LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Altar Bidco, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Incora Intermediate LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Shutterfly Finance LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Banc of America Funding Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Virtusa Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Altice France SA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Utz Quality Foods LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ICITII | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BAC Bank of America Corp. | NON_COMPLIANT | 0.00% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Arches Buyer, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SRTA Serta Simmons Bedding LLC | COMPLIANT | 0.00% | AAOIFI0.9% Usmani1.3% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic1.3% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| Banc of America Alternative Loan Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| USI, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Toyota Motor Credit Corp. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Hertz Corp. (The) | UNSCREENED | 0.00% | no in-house ratios for this holding |
| EW Scripps Co. (The) | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Thoughtworks, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CHL Mortgage Pass-Through Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| AXP American Express Co. | NON_COMPLIANT | 0.00% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| Alternative Loan Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Citigroup Mortgage Loan Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Alternative Loan Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Alternative Loan Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Banc of America Funding Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| First Student Bidco, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CHL Mortgage Pass-Through Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Home Equity Mortgage Loan Asset-Backed Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Skopima Consilio Parent LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Starwood Mortgage Residential Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Shutterfly Finance LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Moran Foods LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Connecticut Avenue Securities Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CCO Holdings LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SRTA Serta Simmons Bedding LLC | COMPLIANT | 0.00% | AAOIFI0.9% Usmani1.3% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic1.3% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 2 points of portfolio weight — 7.3% of it passes AAOIFI, 5.1% 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 7.3% ratios fail on 16.6% 118.7% not rated under AAOIFI
ratios pass on 5.2% ratios fail on 12.8% 124.6% not rated under Usmani
ratios pass on 5.9% ratios fail on 17.6% 119.1% not rated under Dow Jones Islamic
ratios pass on 5.5% ratios fail on 16.7% 120.4% not rated under S&P Shariah
ratios pass on 5.1% ratios fail on 12.9% 124.7% not rated under MSCI Islamic
ratios pass on 5.2% ratios fail on 18.3% 119.1% not rated under MSCI Islamic M-Series
ratios pass on 5.6% ratios fail on 12.6% 124.5% not rated under FTSE Shariah
110 of 569 listed holdings carry our own per-methodology verdicts (24% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 70 (17% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
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 |
|---|---|---|
| JPMorgan Prime Money Market Fundnot matched to a ticker | 46.49% | Not screened |
| FNMA/FHLMCnot matched to a ticker | 22.21% | Non-compliant |
| FNMA/FHLMCnot matched to a ticker · short | 12.33% | Non-compliant |
| FNMA/FHLMCnot matched to a ticker · short | 7.95% | Non-compliant |
| SCHWCharles Schwab Corp. (The) | 1.67% | Non-compliant |
| EMA.TOEmera, Inc. | 0.97% | Non-compliant |
| Australia & New Zealand Banking Group Ltd.not matched to a ticker | 0.84% | Not screened |
| BofA Securities, Inc.not matched to a ticker | 0.70% | Not screened |
| KDPKeurig Dr Pepper, Inc. | 0.60% | Non-compliant |
| GSGoldman Sachs Group, Inc. (The) | 0.55% | Non-compliant |
Top 10 of 569 holdings, 94.3% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for JSORX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
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) | 75.30 | SELL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 107.50 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.00 | BUY |
| ROC (10) | 0.09 | BUY |
| Momentum (10) | 0.01 | BUY |
| EMA (10) | 11.42 | BUY |
| SMA (10) | 11.42 | BUY |
| EMA (20) | 11.41 | BUY |
| SMA (20) | 11.41 | BUY |
| EMA (30) | 11.41 | BUY |
| SMA (30) | 11.41 | BUY |
| EMA (50) | 11.40 | BUY |
| SMA (50) | 11.40 | BUY |
| EMA (100) | 11.36 | BUY |
| SMA (100) | 11.37 | BUY |
| EMA (200) | 11.29 | BUY |
| SMA (200) | 11.29 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
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.
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.