30,325 funds screened by look-through to their filed holdings
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| JOHAX | JOHCM International Select Fund· Perpetual Americas Funds Trust | Non-compliant | 50 | 93% |
| JOHIX | JOHCM International Select Fund· Perpetual Americas Funds Trust | Non-compliant | 50 | 93% |
| JOMEX | JOHCM Emerging Markets Discovery Fund· Perpetual Americas Funds Trust | Non-compliant | 120 | 53% |
| JOMMX | JOHCM Emerging Markets Discovery Fund· Perpetual Americas Funds Trust | Non-compliant | 120 | 53% |
| JOPPX | JOHNSON OPPORTUNITY FUND· Johnson Mutual Funds Trust | Non-compliant | 79 | 91% |
| JOPSX | JOHCM International Opportunities Fund· Perpetual Americas Funds Trust | Non-compliant | 39 | 91% |
| JORAX | Janus Henderson Global Select Fund· Janus Investment Fund | Non-compliant | 62 | 95% |
| JORCX | Janus Henderson Global Select Fund· Janus Investment Fund | Non-compliant | 62 | 95% |
| JORFX | Janus Henderson Global Select Fund· Janus Investment Fund | Non-compliant | 62 | 95% |
| JORIX | Janus Henderson Global Select Fund· Janus Investment Fund | Non-compliant | 62 | 95% |
| JORNX | Janus Henderson Global Select Fund· Janus Investment Fund | Non-compliant | 62 | 95% |
| JORRX | Janus Henderson Global Select Fund· Janus Investment Fund | Non-compliant | 62 | 95% |
| JORSX | Small Cap Core Fund· John Hancock Investment Trust | Non-compliant | 72 | 83% |
| JOYT | JPMorgan Equity and Options Total Return ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 117 | 97% |
| JPAN | Matthews Japan Active ETF· Matthews International Funds | Non-compliant | 52 | 96% |
| JPBRX | JPMorgan SmartRetirement Blend 2035 Fund· JPMorgan Trust I | Non-compliant | 959 | 8% |
| JPDAX | JPMorgan Preferred and Income Securities Fund· JPMorgan Trust IV | Non-compliant | 195 | 84% |
| JPDCX | JPMorgan Preferred and Income Securities Fund· JPMorgan Trust IV | Non-compliant | 195 | 84% |
| JPDIX | JPMorgan Preferred and Income Securities Fund· JPMorgan Trust IV | Non-compliant | 195 | 84% |
| JPDRX | JPMorgan Preferred and Income Securities Fund· JPMorgan Trust IV | Non-compliant | 195 | 84% |
| JPDVX | JPMorgan Diversified Fund· JPMorgan Trust I | Non-compliant | 1,196 | 61% |
| JPEF | JPMorgan Equity Focus ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 41 | 98% |
| JPEM | JPMorgan Diversified Return Emerging Markets Equity ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 586 | 74% |
| JPFP | JPMorgan Managed Futures Plus ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 545 | 67% |
| JPGSX | JPMorgan U.S. GARP Equity Fund· JPMorgan Trust I | Non-compliant | 96 | 93% |
| JPHAX | JPMorgan Floating Rate Income Fund· JPMorgan Trust I | Non-compliant | 209 | 13% |
| JPHCX | JPMorgan Floating Rate Income Fund· JPMorgan Trust I | Non-compliant | 209 | 13% |
| JPHRX | JPMorgan Floating Rate Income Fund· JPMorgan Trust I | Non-compliant | 209 | 13% |
| JPHSX | JPMorgan Floating Rate Income Fund· JPMorgan Trust I | Non-compliant | 209 | 13% |
| JPHY | JPMorgan Active High Yield ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 532 | 34% |
| JPIB | JPMorgan International Bond Opportunities ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 1,219 | 30% |
| JPIN | JPMorgan Diversified Return International Equity ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 477 | 91% |
| JPLD | JPMorgan Limited Duration Bond ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 711 | 43% |
| JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 352 | 90% |
| JPO | YieldMax(R) Jp Option Income Strategy ETF· Tidal Trust II | Non-compliant | 14 | 82% |
| JPPEX | JPMorgan Mid Cap Equity Fund· JPMorgan Trust I | Non-compliant | 208 | 92% |
| JPRE | JPMorgan Realty Income ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 39 | 96% |
| JPRRX | JPMorgan SmartRetirement Blend 2035 Fund· JPMorgan Trust I | Non-compliant | 959 | 8% |
| JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 562 | 83% |
| JPSRX | JPMorgan SmartRetirement Blend 2035 Fund· JPMorgan Trust I | Non-compliant | 959 | 8% |
| JPST | JPMorgan Ultra-Short Income ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 806 | 48% |
| JPSV | JPMorgan Active Small Cap Value ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 107 | 82% |
| JPTKX | JPMorgan SmartRetirement Blend 2035 Fund· JPMorgan Trust I | Non-compliant | 959 | 8% |
| JPTLX | JPMorgan SmartRetirement Blend 2035 Fund· JPMorgan Trust I | Non-compliant | 959 | 8% |
| JPUS | JPMorgan Diversified Return U.S. Equity ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 373 | 91% |
| JPVRX | JPMorgan Developed International Value Fund· JPMorgan Trust I | Non-compliant | 274 | 92% |
| JPVZX | JPMorgan Developed International Value Fund· JPMorgan Trust I | Non-compliant | 274 | 92% |
| JPX | Defiance Daily Target 2X Long JPM ETF· Tidal Trust II | Non-compliant | 5 | 73% |
| JPXN | iShares JPX-Nikkei 400 ETF· iShares Trust | Non-compliant | 393 | 95% |
| JPY | Lazard Japanese Equity ETF· Lazard Active ETF Trust | Non-compliant | 63 | 99% |
| JPYRX | JPMorgan SmartRetirement Blend 2035 Fund· JPMorgan Trust I | Non-compliant | 959 | 8% |
| JQLCX | Multimanager Lifestyle Conservative Portfolio· John Hancock Funds II | Non-compliant | 25 | 10% |
| JQLMX | Multimanager Lifestyle Moderate Portfolio· John Hancock Funds II | Non-compliant | 84 | 7% |
| JQUA | JPMorgan U.S. Quality Factor ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 311 | 95% |
| JRAAX | Janus Henderson Research Fund· Janus Investment Fund | Non-compliant | 80 | 92% |
| JRACX | Janus Henderson Research Fund· Janus Investment Fund | Non-compliant | 80 | 92% |
| JRAIX | Janus Henderson Research Fund· Janus Investment Fund | Non-compliant | 80 | 92% |
| JRANX | Janus Henderson Research Fund· Janus Investment Fund | Non-compliant | 80 | 92% |
| JRARX | Janus Henderson Research Fund· Janus Investment Fund | Non-compliant | 80 | 92% |
| JRASX | Janus Henderson Research Fund· Janus Investment Fund | Non-compliant | 80 | 92% |
| JRBBX | JPMorgan SmartRetirement Blend 2030 Fund· JPMorgan Trust I | Non-compliant | 1,134 | 20% |
| JRBEX | JPMorgan SmartRetirement Blend 2030 Fund· JPMorgan Trust I | Non-compliant | 1,134 | 20% |
| JRBFX | Regional Bank Fund· John Hancock Investment Trust II | Non-compliant | 101 | 80% |
| JRBRX | JPMorgan SmartRetirement Blend 2030 Fund· JPMorgan Trust I | Non-compliant | 1,134 | 20% |
| JRBYX | JPMorgan SmartRetirement Blend 2030 Fund· JPMorgan Trust I | Non-compliant | 1,134 | 20% |
| JRE | Janus Henderson U.S. Real Estate ETF· Janus Detroit Street Trust | Non-compliant | 24 | 91% |
| JRGRX | Regional Bank Fund· John Hancock Investment Trust II | Non-compliant | 101 | 80% |
| JRI | Nuveen Real Asset Income and Growth Fund | Non-compliant | 455 | 70% |
| JRJKX | JPMorgan High Yield Fund· JPMorgan Trust II | Non-compliant | 814 | 32% |
| JRJYX | JPMorgan High Yield Fund· JPMorgan Trust II | Non-compliant | 814 | 32% |
| JRLDX | 2010 Lifetime Blend Portfolio· John Hancock Funds II | Non-compliant | 33 | 9% |
| JRLHX | 2010 Lifetime Blend Portfolio· John Hancock Funds II | Non-compliant | 33 | 9% |
| JRLIX | 2015 Lifetime Blend Portfolio· John Hancock Funds II | Non-compliant | 33 | 8% |
| JRLKX | 2015 Lifetime Blend Portfolio· John Hancock Funds II | Non-compliant | 33 | 8% |
| JRLLX | 2015 Lifetime Blend Portfolio· John Hancock Funds II | Non-compliant | 33 | 8% |
| JRLOX | 2020 Lifetime Blend Portfolio· John Hancock Funds II | Non-compliant | 33 | 6% |
| JRLPX | 2020 Lifetime Blend Portfolio· John Hancock Funds II | Non-compliant | 33 | 6% |
| JRS | Nuveen Real Estate Income Fund | Non-compliant | 93 | 83% |
| JRSAX | Janus Henderson Adaptive Risk Managed U.S. Equity Fund· Janus Investment Fund | Non-compliant | 96 | 97% |
| JRSCX | Janus Henderson Adaptive Risk Managed U.S. Equity Fund· Janus Investment Fund | Non-compliant | 96 | 97% |
| JRSDX | Janus Henderson Adaptive Risk Managed U.S. Equity Fund· Janus Investment Fund | Non-compliant | 96 | 97% |
| JRSIX | Janus Henderson Adaptive Risk Managed U.S. Equity Fund· Janus Investment Fund | Non-compliant | 96 | 97% |
| JRSNX | Janus Henderson Adaptive Risk Managed U.S. Equity Fund· Janus Investment Fund | Non-compliant | 96 | 97% |
| JRSSX | Janus Henderson Adaptive Risk Managed U.S. Equity Fund· Janus Investment Fund | Non-compliant | 96 | 97% |
| JRSTX | Janus Henderson Adaptive Risk Managed U.S. Equity Fund· Janus Investment Fund | Non-compliant | 96 | 97% |
| JRTAX | 2020 Lifetime Blend Portfolio· John Hancock Funds II | Non-compliant | 33 | 6% |
| JSCGX | Jacob Small Cap Growth Fund· Jacob Funds Inc. | Non-compliant | 33 | 57% |
| JSCHX | JPMorgan Small Cap Blend Fund· JPMorgan Trust I | Non-compliant | 251 | 76% |
| JSCOX | Janus Henderson Small Cap Value Fund· Janus Investment Fund | Non-compliant | 85 | 82% |
| JSCP | JPMorgan Short Duration Core Plus ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 1,227 | 58% |
| JSCRX | PGIM Jennison Small Company Fund· Prudential Jennison Small Co Fund, Inc. | Non-compliant | 124 | 80% |
| JSCSX | JPMorgan U.S. Small Company Fund· JPMorgan Trust I | Non-compliant | 626 | 74% |
| JSCVX | Janus Henderson Small Cap Value Fund· Janus Investment Fund | Non-compliant | 85 | 82% |
| JSCZX | JPMorgan U.S. Small Company Fund· JPMorgan Trust I | Non-compliant | 626 | 74% |
| JSDCX | JPMorgan Short Duration Core Plus Fund· JPMorgan Trust I | Non-compliant | 1,289 | 58% |
| JSDHX | JPMorgan Short Duration Core Plus Fund· JPMorgan Trust I | Non-compliant | 1,289 | 58% |
| JSDRX | JPMorgan Short Duration Core Plus Fund· JPMorgan Trust I | Non-compliant | 1,289 | 58% |
| JSDSX | JPMorgan Short Duration Core Plus Fund· JPMorgan Trust I | Non-compliant | 1,289 | 58% |
| JSDUX | JPMorgan Short Duration Bond Fund· JPMorgan Trust II | Non-compliant | 1,693 | 60% |
| JSEAX | JPMorgan International Equity Fund· JPMorgan Trust I | Non-compliant | 96 | 96% |
30,325 funds · page 94 of 304