US EQUITIES CLOSED CRYPTO 24/7
HALAL TRADING ROOM Sharia-screened signals
TERMINAL
JS

JSOZXETF / FundJPMorgan Strategic Income Opportunities Fund

Open in terminalCompare
Alert

Verdicts genuinely change. Free email alert the moment JSOZX's does — no target price to set, unlike "Alert" above.

Could not fetch a live price for this symbol.
Sharia status
NOT YET SCREENED
Not screened yet — no methodology has been established for this symbol
Fund look-through

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.

All holdings (569) · showing 1–250
HoldingStatusWeightEvery methodology, and the debt ratio behind it
JPMorgan Prime Money Market Fund UNSCREENED 46.49% no in-house ratios for this holding
FNMA/FHLMC NON_COMPLIANT 22.21% no in-house ratios for this holding
FNMA/FHLMC NON_COMPLIANT 12.33% no in-house ratios for this holding
FNMA/FHLMC NON_COMPLIANT 7.95% no in-house ratios for this holding
SCHW Charles Schwab Corp. (The) NON_COMPLIANT 1.67% AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3%
EMA.TO Emera, Inc. NON_COMPLIANT 0.97% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Australia & New Zealand Banking Group Ltd. UNSCREENED 0.84% no in-house ratios for this holding
BofA Securities, Inc. UNSCREENED 0.70% no in-house ratios for this holding
KDP Keurig Dr Pepper, Inc. NON_COMPLIANT 0.60% AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3%
GS Goldman Sachs Group, Inc. (The) NON_COMPLIANT 0.55% AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6%
Public Storage Operating Co. UNSCREENED 0.52% no in-house ratios for this holding
ORCL Oracle Corp. NON_COMPLIANT 0.48% AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5%
National Securities Clearing Corp. UNSCREENED 0.43% no in-house ratios for this holding
Mercedes-Benz Finance North America LLC UNSCREENED 0.43% no in-house ratios for this holding
GS Goldman Sachs Group, Inc. (The) NON_COMPLIANT 0.41% AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6%
KDP Keurig Dr Pepper, Inc. NON_COMPLIANT 0.41% AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3%
NextEra Energy Capital Holdings, Inc. UNSCREENED 0.41% no in-house ratios for this holding
Citibank NA UNSCREENED 0.41% no in-house ratios for this holding
RY Royal Bank of Canada COMPLIANT 0.40% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
AMZN Amazon.com, Inc. QUESTIONABLE 0.40% AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1%
DIS Walt Disney Co. (The) NON_COMPLIANT 0.40% AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5%
GlaxoSmithKline Capital plc UNSCREENED 0.40% no in-house ratios for this holding
UNH UnitedHealth Group, Inc. NON_COMPLIANT 0.40% AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7%
HSBC USA, Inc. UNSCREENED 0.40% no in-house ratios for this holding
RY Royal Bank of Canada COMPLIANT 0.40% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
UBS AG UNSCREENED 0.39% no in-house ratios for this holding
LLY Eli Lilly & Co. COMPLIANT 0.39% AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6%
National Rural Utilities Cooperative Finance Corp. UNSCREENED 0.39% no in-house ratios for this holding
Consolidated Edison Co. of New York, Inc. UNSCREENED 0.39% no in-house ratios for this holding
BAC Bank of America Corp. NON_COMPLIANT 0.39% AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7%
WMT Walmart, Inc. QUESTIONABLE 0.39% AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6%
AXP American Express Co. NON_COMPLIANT 0.38% AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2%
SHB-A.ST Svenska Handelsbanken AB NON_COMPLIANT 0.36% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
American Honda Finance Corp. UNSCREENED 0.36% no in-house ratios for this holding
Georgia Power Co. UNSCREENED 0.36% no in-house ratios for this holding
WFC Wells Fargo & Co. NON_COMPLIANT 0.35% AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1%
WMT Walmart, Inc. QUESTIONABLE 0.33% 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 0.33% AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8%
NA.TO National Bank of Canada NON_COMPLIANT 0.32% AAOIFI133.1% Usmani18.9% Dow Jones Islamic— S&P Shariah— MSCI Islamic18.8% MSCI Islamic M-Series— FTSE Shariah18.8%
Cooperatieve Rabobank UA UNSCREENED 0.32% no in-house ratios for this holding
ABBV AbbVie, Inc. COMPLIANT 0.32% AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail
Mercedes-Benz Finance North America LLC UNSCREENED 0.31% no in-house ratios for this holding
Caterpillar Financial Services Corp. UNSCREENED 0.30% no in-house ratios for this holding
ABT Abbott Laboratories COMPLIANT 0.30% AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8%
Citibank NA UNSCREENED 0.30% no in-house ratios for this holding
WFC Wells Fargo & Co. NON_COMPLIANT 0.30% AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1%
Chevron USA, Inc. UNSCREENED 0.29% no in-house ratios for this holding
National Rural Utilities Cooperative Finance Corp. UNSCREENED 0.29% no in-house ratios for this holding
PYPL PayPal Holdings, Inc. NON_COMPLIANT 0.28% AAOIFI22.1% Usmani12.5% Dow Jones Islamic16.3% S&P Shariah16.0% MSCI Islamic12.5% MSCI Islamic M-Series16.0% FTSE Shariah11.7%
Toyota Motor Credit Corp. UNSCREENED 0.28% no in-house ratios for this holding
NAB.AX National Australia Bank Ltd. NON_COMPLIANT 0.27% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Toyota Motor Credit Corp. UNSCREENED 0.27% no in-house ratios for this holding
Mizuho Markets Cayman LP UNSCREENED 0.27% no in-house ratios for this holding
MS Morgan Stanley NON_COMPLIANT 0.27% AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4%
Mercedes-Benz Finance North America LLC UNSCREENED 0.27% no in-house ratios for this holding
BMO.TO Bank of Montreal NON_COMPLIANT 0.27% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
BMW US Capital LLC UNSCREENED 0.26% no in-house ratios for this holding
Morgan Stanley Bank NA UNSCREENED 0.26% no in-house ratios for this holding
TD Toronto-Dominion Bank (The) NON_COMPLIANT 0.26% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
Cooperatieve Rabobank UA UNSCREENED 0.26% no in-house ratios for this holding
John Deere Capital Corp. UNSCREENED 0.26% no in-house ratios for this holding
BMW US Capital LLC UNSCREENED 0.25% no in-house ratios for this holding
BMW US Capital LLC UNSCREENED 0.25% no in-house ratios for this holding
CM.TO Canadian Imperial Bank of Commerce NON_COMPLIANT 0.25% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Toyota Motor Credit Corp. UNSCREENED 0.25% no in-house ratios for this holding
Caterpillar Financial Services Corp. UNSCREENED 0.25% no in-house ratios for this holding
WBC.AX Westpac Banking Corp. NON_COMPLIANT 0.25% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
American Honda Finance Corp. UNSCREENED 0.25% no in-house ratios for this holding
Australia & New Zealand Banking Group Ltd. UNSCREENED 0.24% no in-house ratios for this holding
ACA.PA Credit Agricole SA NON_COMPLIANT 0.24% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Pepsico Singapore Financing I Pte. Ltd. UNSCREENED 0.24% no in-house ratios for this holding
Morgan Stanley Bank NA UNSCREENED 0.23% no in-house ratios for this holding
Toyota Motor Credit Corp. UNSCREENED 0.23% no in-house ratios for this holding
Wells Fargo Bank NA UNSCREENED 0.23% no in-house ratios for this holding
Starwood Mortgage Residential Trust UNSCREENED 0.22% no in-house ratios for this holding
John Deere Capital Corp. UNSCREENED 0.22% no in-house ratios for this holding
AXP American Express Co. NON_COMPLIANT 0.22% 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 0.22% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
MA Mastercard, Inc. COMPLIANT 0.22% AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7%
BMW US Capital LLC UNSCREENED 0.22% no in-house ratios for this holding
Cooperatieve Rabobank UA UNSCREENED 0.22% no in-house ratios for this holding
Chevron USA, Inc. UNSCREENED 0.21% no in-house ratios for this holding
TD Toronto-Dominion Bank (The) NON_COMPLIANT 0.21% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
LLY Eli Lilly & Co. COMPLIANT 0.21% AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6%
UBSG.SW UBS Group AG NON_COMPLIANT 0.21% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
COLT Mortgage Loan Trust UNSCREENED 0.21% no in-house ratios for this holding
Roche Holdings, Inc. UNSCREENED 0.21% no in-house ratios for this holding
TD Toronto-Dominion Bank (The) NON_COMPLIANT 0.21% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
FHLMC STACR REMIC Trust NON_COMPLIANT 0.21% no in-house ratios for this holding
GOOG Alphabet, Inc. QUESTIONABLE 0.21% AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9%
Cooperatieve Rabobank UA UNSCREENED 0.20% no in-house ratios for this holding
Connecticut Avenue Securities Trust UNSCREENED 0.20% no in-house ratios for this holding
American Honda Finance Corp. UNSCREENED 0.20% no in-house ratios for this holding
BAC Bank of America Corp. NON_COMPLIANT 0.20% AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7%
AMZN Amazon.com, Inc. QUESTIONABLE 0.20% AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1%
TD Toronto-Dominion Bank (The) NON_COMPLIANT 0.20% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
American Honda Finance Corp. UNSCREENED 0.20% no in-house ratios for this holding
BMO.TO Bank of Montreal NON_COMPLIANT 0.20% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Morgan Stanley Private Bank NA UNSCREENED 0.20% no in-house ratios for this holding
GS Goldman Sachs Group, Inc. (The) NON_COMPLIANT 0.20% AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6%
HPE Hewlett Packard Enterprise Co. NON_COMPLIANT 0.20% AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2%
Australia & New Zealand Banking Group Ltd. UNSCREENED 0.20% no in-house ratios for this holding
NDA-FI.HE Nordea Bank Abp NON_COMPLIANT 0.20% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Hyundai Capital America UNSCREENED 0.20% no in-house ratios for this holding
C Citigroup, Inc. NON_COMPLIANT 0.20% AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8%
Georgia Power Co. UNSCREENED 0.20% no in-house ratios for this holding
Toyota Motor Credit Corp. UNSCREENED 0.20% no in-house ratios for this holding
WFC Wells Fargo & Co. NON_COMPLIANT 0.20% AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1%
RY Royal Bank of Canada COMPLIANT 0.19% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
Mercedes-Benz Finance North America LLC UNSCREENED 0.19% no in-house ratios for this holding
8316.T Sumitomo Mitsui Financial Group, Inc. NON_COMPLIANT 0.19% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
BMO.TO Bank of Montreal NON_COMPLIANT 0.19% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
HSBA.L HSBC Holdings plc NON_COMPLIANT 0.19% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
US Bank NA UNSCREENED 0.19% no in-house ratios for this holding
FHLMC NON_COMPLIANT 0.18% no in-house ratios for this holding
COLT Mortgage Loan Trust UNSCREENED 0.18% no in-house ratios for this holding
SWED-A.ST Swedbank AB NON_COMPLIANT 0.18% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
American Honda Finance Corp. UNSCREENED 0.18% no in-house ratios for this holding
Carrington Mortgage Loan Trust UNSCREENED 0.18% no in-house ratios for this holding
National Rural Utilities Cooperative Finance Corp. UNSCREENED 0.18% no in-house ratios for this holding
National Rural Utilities Cooperative Finance Corp. UNSCREENED 0.18% no in-house ratios for this holding
Siemens Funding BV UNSCREENED 0.18% no in-house ratios for this holding
American Honda Finance Corp. UNSCREENED 0.17% no in-house ratios for this holding
HCA, Inc. UNSCREENED 0.17% no in-house ratios for this holding
American Honda Finance Corp. UNSCREENED 0.17% no in-house ratios for this holding
Chevron USA, Inc. UNSCREENED 0.16% no in-house ratios for this holding
John Deere Capital Corp. UNSCREENED 0.16% no in-house ratios for this holding
BMW US Capital LLC UNSCREENED 0.15% no in-house ratios for this holding
Mizuho Bank Ltd. UNSCREENED 0.15% no in-house ratios for this holding
Novartis Capital Corp. UNSCREENED 0.15% no in-house ratios for this holding
GS Goldman Sachs Group, Inc. (The) NON_COMPLIANT 0.15% AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6%
CBA.AX Commonwealth Bank of Australia NON_COMPLIANT 0.15% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Glencore Funding LLC UNSCREENED 0.15% no in-house ratios for this holding
National Rural Utilities Cooperative Finance Corp. UNSCREENED 0.15% no in-house ratios for this holding
Caterpillar Financial Services Corp. UNSCREENED 0.15% no in-house ratios for this holding
GS Goldman Sachs Group, Inc. (The) NON_COMPLIANT 0.15% AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6%
Macquarie Bank Ltd. UNSCREENED 0.15% no in-house ratios for this holding
HSBC USA, Inc. UNSCREENED 0.15% no in-house ratios for this holding
Mercedes-Benz Finance North America LLC UNSCREENED 0.15% no in-house ratios for this holding
GLE.PA Societe Generale SA NON_COMPLIANT 0.15% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Volkswagen Group of America Finance LLC UNSCREENED 0.15% no in-house ratios for this holding
Caterpillar Financial Services Corp. UNSCREENED 0.15% no in-house ratios for this holding
Daimler Truck Finance North America LLC UNSCREENED 0.15% no in-house ratios for this holding
NAB.AX National Australia Bank Ltd. NON_COMPLIANT 0.15% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
LLY Eli Lilly & Co. COMPLIANT 0.15% AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6%
RY Royal Bank of Canada COMPLIANT 0.15% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
Caterpillar Financial Services Corp. UNSCREENED 0.15% no in-house ratios for this holding
NAB.AX National Australia Bank Ltd. NON_COMPLIANT 0.15% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
American Honda Finance Corp. UNSCREENED 0.14% no in-house ratios for this holding
Glencore Funding LLC UNSCREENED 0.14% no in-house ratios for this holding
American Honda Finance Corp. UNSCREENED 0.14% no in-house ratios for this holding
CM.TO Canadian Imperial Bank of Commerce NON_COMPLIANT 0.14% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
RY Royal Bank of Canada COMPLIANT 0.14% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
ACA.PA Credit Agricole SA NON_COMPLIANT 0.14% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
SHB-A.ST Svenska Handelsbanken AB NON_COMPLIANT 0.14% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Caterpillar Financial Services Corp. UNSCREENED 0.14% no in-house ratios for this holding
Connecticut Avenue Securities Trust UNSCREENED 0.14% no in-house ratios for this holding
Caterpillar Financial Services Corp. UNSCREENED 0.14% no in-house ratios for this holding
Novartis Capital Corp. UNSCREENED 0.13% no in-house ratios for this holding
GCAT Trust UNSCREENED 0.13% no in-house ratios for this holding
United States of America NON_COMPLIANT 0.13% no in-house ratios for this holding
American Honda Finance Corp. UNSCREENED 0.13% no in-house ratios for this holding
OBX Trust UNSCREENED 0.12% no in-house ratios for this holding
MCHP Microchip Technology, Inc. COMPLIANT 0.12% AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2%
GS Goldman Sachs Group, Inc. (The) NON_COMPLIANT 0.12% AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6%
Macquarie Bank Ltd. UNSCREENED 0.12% no in-house ratios for this holding
John Deere Capital Corp. UNSCREENED 0.11% no in-house ratios for this holding
VXX Barclays Bank plc NON_COMPLIANT 0.11% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
Connecticut Avenue Securities Trust UNSCREENED 0.11% no in-house ratios for this holding
Bravo Residential Funding Trust UNSCREENED 0.11% no in-house ratios for this holding
Morgan Stanley Bank NA UNSCREENED 0.11% no in-house ratios for this holding
PM Philip Morris International, Inc. NON_COMPLIANT 0.11% AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9%
6976.T Taiyo Yuden Co. Ltd. COMPLIANT 0.11% AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass
Caterpillar Financial Services Corp. UNSCREENED 0.11% no in-house ratios for this holding
Daimler Truck Finance North America LLC UNSCREENED 0.10% no in-house ratios for this holding
AXP American Express Co. NON_COMPLIANT 0.10% AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2%
John Deere Capital Corp. UNSCREENED 0.10% no in-house ratios for this holding
NextEra Energy Capital Holdings, Inc. UNSCREENED 0.10% no in-house ratios for this holding
RY Royal Bank of Canada COMPLIANT 0.10% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
MRK Merck & Co., Inc. COMPLIANT 0.10% AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5%
NatWest Markets plc UNSCREENED 0.10% no in-house ratios for this holding
CM.TO Canadian Imperial Bank of Commerce NON_COMPLIANT 0.10% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Goldman Sachs Bank USA UNSCREENED 0.10% no in-house ratios for this holding
Macquarie Bank Ltd. UNSCREENED 0.10% no in-house ratios for this holding
WBC.AX Westpac Banking Corp. NON_COMPLIANT 0.10% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
NatWest Markets plc UNSCREENED 0.10% no in-house ratios for this holding
BNS.TO Bank of Nova Scotia (The) NON_COMPLIANT 0.10% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Toyota Motor Credit Corp. UNSCREENED 0.10% no in-house ratios for this holding
FHLMC STACR REMIC Trust NON_COMPLIANT 0.10% no in-house ratios for this holding
OBX Trust UNSCREENED 0.10% no in-house ratios for this holding
Macquarie Bank Ltd. UNSCREENED 0.10% no in-house ratios for this holding
BMO.TO Bank of Montreal NON_COMPLIANT 0.10% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Citigroup Global Markets Funding Luxembourg SCA UNSCREENED 0.09% no in-house ratios for this holding
Verus Securitization Trust UNSCREENED 0.09% no in-house ratios for this holding
John Deere Capital Corp. UNSCREENED 0.09% no in-house ratios for this holding
Anllian Capital 2 Ltd. UNSCREENED 0.09% no in-house ratios for this holding
Deephaven Residential Mortgage Trust UNSCREENED 0.09% no in-house ratios for this holding
Citibank NA UNSCREENED 0.09% no in-house ratios for this holding
Caterpillar Financial Services Corp. UNSCREENED 0.09% no in-house ratios for this holding
ZS Zscaler, Inc. COMPLIANT 0.09% AAOIFI7.7% Usmani23.6% Dow Jones Islamic5.6% S&P Shariah5.9% MSCI Islamic23.6% MSCI Islamic M-Series5.9% FTSE Shariah21.6%
Match Group Financeco 3, Inc. UNSCREENED 0.09% no in-house ratios for this holding
DXCM Dexcom, Inc. COMPLIANT 0.09% AAOIFI4.1% Usmani21.7% Dow Jones Islamic4.7% S&P Shariah4.0% MSCI Islamic20.9% MSCI Islamic M-Series4.0% FTSE Shariah19.3%
Angel Oak Mortgage Trust UNSCREENED 0.09% no in-house ratios for this holding
Sumitomo Mitsui Trust Bank Ltd. UNSCREENED 0.08% no in-house ratios for this holding
XYZ Block, Inc. NON_COMPLIANT 0.08% AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6%
Australia & New Zealand Banking Group Ltd. UNSCREENED 0.08% no in-house ratios for this holding
GSAMP Trust UNSCREENED 0.08% no in-house ratios for this holding
Santander Mortgage Asset Receivable Trust UNSCREENED 0.08% no in-house ratios for this holding
NTNX Nutanix, Inc. COMPLIANT 0.08% AAOIFI8.3% Usmani30.0% Dow Jones Islamic9.2% S&P Shariah9.9% MSCI Islamic29.9% MSCI Islamic M-Series9.9% FTSE Shariah26.6%
MRK Merck & Co., Inc. COMPLIANT 0.07% AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5%
BSY Bentley Systems, Inc. COMPLIANT 0.07% AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah—
BAC Bank of America Corp. NON_COMPLIANT 0.07% AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7%
DASH DoorDash, Inc. COMPLIANT 0.07% AAOIFI3.6% Usmani16.9% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic16.9% MSCI Islamic M-Series4.5% FTSE Shariah13.9%
New Residential Mortgage Loan Trust UNSCREENED 0.07% no in-house ratios for this holding
HALO Halozyme Therapeutics, Inc. COMPLIANT 0.07% AAOIFI17.2% Usmani83.3% Dow Jones Islamic27.4% S&P Shariah30.4% MSCI Islamic83.3% MSCI Islamic M-Series30.4% FTSE Shariah83.3%
BAC Bank of America Corp. NON_COMPLIANT 0.07% AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7%
BMRN BioMarin Pharmaceutical, Inc. NON_COMPLIANT 0.07% AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah—
Angel Oak Mortgage Trust UNSCREENED 0.07% no in-house ratios for this holding
THC Tenet Healthcare Corp. NON_COMPLIANT 0.07% AAOIFI63.5% Usmani43.2% Dow Jones Islamic83.2% S&P Shariah95.3% MSCI Islamic43.2% MSCI Islamic M-Series95.3% FTSE Shariah43.2%
OBX Trust UNSCREENED 0.07% no in-house ratios for this holding
BIDU Baidu, Inc. NON_COMPLIANT 0.07% AAOIFI156.9% Usmani11.2% Dow Jones Islamic2.5% S&P Shariah2.5% MSCI Islamic11.2% MSCI Islamic M-Series2.5% FTSE Shariah9.5%
PFE Pfizer, Inc. NON_COMPLIANT 0.07% AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4%
Constellation Energy Generation LLC UNSCREENED 0.07% no in-house ratios for this holding
Citigroup Global Markets Holdings, Inc. UNSCREENED 0.07% no in-house ratios for this holding
DraftKings Holdings, Inc. UNSCREENED 0.07% no in-house ratios for this holding
SU.PA Schneider Electric SE COMPLIANT 0.07% AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass
EFMT UNSCREENED 0.07% no in-house ratios for this holding
Verus Securitization Trust UNSCREENED 0.07% no in-house ratios for this holding
ZTS Zoetis, Inc. NON_COMPLIANT 0.07% AAOIFI29.0% Usmani61.3% Dow Jones Islamic15.4% S&P Shariah14.0% MSCI Islamic61.3% MSCI Islamic M-Series14.0% FTSE Shariah60.0%
LYV Live Nation Entertainment, Inc. NON_COMPLIANT 0.07% AAOIFI27.6% Usmani40.0% Dow Jones Islamic32.8% S&P Shariah37.6% MSCI Islamic40.0% MSCI Islamic M-Series37.6% FTSE Shariah32.7%
Connecticut Avenue Securities Trust UNSCREENED 0.07% no in-house ratios for this holding
Santander Mortgage Asset Receivable Trust UNSCREENED 0.07% no in-house ratios for this holding
Verus Securitization Trust UNSCREENED 0.07% no in-house ratios for this holding
CBA.AX Commonwealth Bank of Australia NON_COMPLIANT 0.07% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Citigroup Global Markets Holdings, Inc. UNSCREENED 0.07% no in-house ratios for this holding
OBX Trust UNSCREENED 0.07% no in-house ratios for this holding
Angel Oak Mortgage Trust UNSCREENED 0.06% no in-house ratios for this holding
OBX Trust UNSCREENED 0.06% no in-house ratios for this holding
ALNY Alnylam Pharmaceuticals, Inc. COMPLIANT 0.06% AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah—
1128.HK Wynn Macau Ltd. NON_COMPLIANT 0.06% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
Angel Oak Mortgage Trust UNSCREENED 0.06% no in-house ratios for this holding
OBX Trust UNSCREENED 0.06% no in-house ratios for this holding
NET Cloudflare, Inc. NON_COMPLIANT 0.06% AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0%
COLT Mortgage Loan Trust UNSCREENED 0.06% no in-house ratios for this holding
American Honda Finance Corp. UNSCREENED 0.06% no in-house ratios for this holding
Connecticut Avenue Securities Trust UNSCREENED 0.06% no in-house ratios for this holding
4613.T Kansai Paint Co. Ltd. NON_COMPLIANT 0.06% AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass
Check Point Software Technologies Ltd. UNSCREENED 0.06% no in-house ratios for this holding
Angel Oak Mortgage Trust UNSCREENED 0.06% no in-house ratios for this holding
BRAVO Residential Funding Trust UNSCREENED 0.06% 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

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.

🕌Open research, not a fatwa — verify with your own scholar.

Trade setup

Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.

SEPARATE FROM SHARIAH
No active setup right now. The technical picture doesn't show a clear edge — check back when the trend or momentum shifts.

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.

4.4%Compliant 1.5%Questionable 61.7%Non-compliant 75.1%Not screened
HoldingWeightVerdict
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.

What holds the number back

The positions keeping this fund short of 100% compliant by weight.

  • JPMorgan Prime Money Market Fundnot screened46.49%
  • FNMA/FHLMCnon-compliant22.21%
  • FNMA/FHLMCnon-compliant12.33%
  • FNMA/FHLMCnon-compliant7.95%
  • SCHWnon-compliant1.67%
  • EMA.TOnon-compliant0.97%

What changed, and when

Verdict history for JSOZX. 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 JSOZX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.

Tracked since 2026-09-07.

11.4311.3411.2411.1511.052025-10-202026-04-212026-10-19

Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset

Support & Resistance

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.

7-day expected range
11.43 – 11.45
±0.07% from 11.44, made 2026-09-16 · resolves 2026-09-23
BUY
from 19 indicators
61.9% of our last 5789 forecasts landed inside their stated range, and 49.9% called the direction correctly.

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.

STRONG BUY
19 indicators
OscillatorsSELL
3 buy · 0 neutral · 4 sell
Moving averagesSTRONG BUY
12 buy · 0 neutral · 0 sell
Every indicator, and what it reads
IndicatorValueSignal
RSI (14)81.80SELL
Stochastic %K (14)100.00SELL
CCI (20)131.38SELL
Williams %R (14)0.00SELL
MACD (12,26,9)0.00BUY
ROC (10)0.09BUY
Momentum (10)0.01BUY
EMA (10)11.42BUY
SMA (10)11.42BUY
EMA (20)11.42BUY
SMA (20)11.42BUY
EMA (30)11.41BUY
SMA (30)11.41BUY
EMA (50)11.40BUY
SMA (50)11.41BUY
EMA (100)11.37BUY
SMA (100)11.37BUY
EMA (200)11.29BUY
SMA (200)11.29BUY

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.

No usable intraday or daily bars came back for this listing, so there is no structure to read.

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.

Tell us what's working, what's confusing, or what you want to see next — read by a real person, not a form that goes nowhere.