JPHAXETF / FundJPMorgan Floating Rate Income Fund
Verdicts genuinely change. Free email alert the moment JPHAX'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 Floating Rate Income Fund · JPMorgan Trust I
209 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 103% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 9.60% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 90% turns out to be. Matching more holdings can only raise this share, never lower it.
209 holdings, 32 matched (13% of weight). Portfolio as of 2026-05-31, filed 2026-07-28. Source: SEC Form N-PORT.
0.63% of this portfolio’s income is non-permissible — weighted across holdings, computed over 12% of portfolio weight (30 of 209 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 (209)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| JPMorgan U.S. Government Money Market Fund | UNSCREENED | 8.49% | no in-house ratios for this holding |
| WEC US Holdings, Inc. | UNSCREENED | 1.08% | no in-house ratios for this holding |
| Genesys Cloud Services, Inc. | UNSCREENED | 0.94% | no in-house ratios for this holding |
| Clear Channel Outdoor Holdings, Inc. | UNSCREENED | 0.89% | no in-house ratios for this holding |
| UKG, Inc. | UNSCREENED | 0.85% | no in-house ratios for this holding |
| NVRI Enviri Corp. | NON_COMPLIANT | 0.84% | AAOIFI64.5% Usmani24.6% Dow Jones Islamic113.4% S&P Shariah129.7% MSCI Islamic24.6% MSCI Islamic M-Series129.7% FTSE Shariah22.8% |
| CPPIB OVM Member US LLC | UNSCREENED | 0.84% | no in-house ratios for this holding |
| INEOS US Finance LLC | UNSCREENED | 0.82% | no in-house ratios for this holding |
| AthenaHealth Group, Inc. | UNSCREENED | 0.81% | no in-house ratios for this holding |
| Mauser Packaging Solutions Holding Co. | UNSCREENED | 0.79% | no in-house ratios for this holding |
| Genesee & Wyoming, Inc. | UNSCREENED | 0.78% | no in-house ratios for this holding |
| Prime Security Services Borrower LLC | UNSCREENED | 0.77% | no in-house ratios for this holding |
| AAdvantage Loyalty IP Ltd. | UNSCREENED | 0.76% | no in-house ratios for this holding |
| Ahead DB Holdings LLC | UNSCREENED | 0.75% | no in-house ratios for this holding |
| Invesco Senior Loan ETF | UNSCREENED | 0.75% | no in-house ratios for this holding |
| Asurion LLC | UNSCREENED | 0.75% | no in-house ratios for this holding |
| iHeartCommunications, Inc. | UNSCREENED | 0.75% | no in-house ratios for this holding |
| BCPE Pequod Buyer, Inc. | UNSCREENED | 0.75% | no in-house ratios for this holding |
| Icon Parent I, Inc. | UNSCREENED | 0.74% | no in-house ratios for this holding |
| Grant Thornton Advisors LLC | UNSCREENED | 0.74% | no in-house ratios for this holding |
| Endo Finance Holdings LP | UNSCREENED | 0.74% | no in-house ratios for this holding |
| Avis Budget Car Rental LLC | UNSCREENED | 0.74% | no in-house ratios for this holding |
| Bausch + Lomb Corp. | UNSCREENED | 0.74% | no in-house ratios for this holding |
| Prairie Acquiror LP | UNSCREENED | 0.73% | no in-house ratios for this holding |
| Constellation Renewables LLC | UNSCREENED | 0.73% | no in-house ratios for this holding |
| SANM Sanmina Corp. | COMPLIANT | 0.73% | AAOIFI25.7% Usmani25.0% Dow Jones Islamic33.0% S&P Shariah40.2% MSCI Islamic25.0% MSCI Islamic M-Series40.2% FTSE Shariah22.3% |
| Quikrete Holdings, Inc. | UNSCREENED | 0.72% | no in-house ratios for this holding |
| Raven Acquisition Holdings LLC | UNSCREENED | 0.72% | no in-house ratios for this holding |
| PetSmart LLC | UNSCREENED | 0.69% | no in-house ratios for this holding |
| First Student Bidco, Inc. | UNSCREENED | 0.69% | no in-house ratios for this holding |
| Moran Foods LLC | UNSCREENED | 0.69% | no in-house ratios for this holding |
| NRG NRG Energy, Inc. | NON_COMPLIANT | 0.69% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| TransDigm, Inc. | UNSCREENED | 0.69% | no in-house ratios for this holding |
| VT Topco, Inc. | UNSCREENED | 0.68% | no in-house ratios for this holding |
| Acuren Delaware Holdco, Inc. | UNSCREENED | 0.68% | no in-house ratios for this holding |
| Blackfin Pipeline LLC | UNSCREENED | 0.67% | no in-house ratios for this holding |
| Orion Advisor Solutions, Inc. | UNSCREENED | 0.67% | no in-house ratios for this holding |
| Clydesdale Acquisition Holdings, Inc. | UNSCREENED | 0.67% | no in-house ratios for this holding |
| Proofpoint, Inc. | UNSCREENED | 0.67% | no in-house ratios for this holding |
| Crown Finance US, Inc. | UNSCREENED | 0.66% | no in-house ratios for this holding |
| Staples, Inc. | UNSCREENED | 0.66% | no in-house ratios for this holding |
| Chariot Buyer LLC | UNSCREENED | 0.66% | no in-house ratios for this holding |
| Wynn Resorts Finance LLC | UNSCREENED | 0.66% | no in-house ratios for this holding |
| Varsity Brands, Inc. | UNSCREENED | 0.65% | no in-house ratios for this holding |
| TKO Worldwide Holdings LLC | UNSCREENED | 0.65% | no in-house ratios for this holding |
| CCO Holdings LLC | UNSCREENED | 0.64% | no in-house ratios for this holding |
| NorthRiver Midstream Finance LP | UNSCREENED | 0.64% | no in-house ratios for this holding |
| Conair Holdings LLC | UNSCREENED | 0.63% | no in-house ratios for this holding |
| Garda World Security Corp. | UNSCREENED | 0.62% | no in-house ratios for this holding |
| EMRLD Borrower LP | UNSCREENED | 0.62% | no in-house ratios for this holding |
| JBLU Jetblue Airways Corp. | NON_COMPLIANT | 0.62% | AAOIFI564.6% Usmani60.2% Dow Jones Islamic510.7% S&P Shariah514.8% MSCI Islamic60.2% MSCI Islamic M-Series514.8% FTSE Shariah54.7% |
| KNTK Kinetik Holdings LP | NON_COMPLIANT | 0.61% | AAOIFI43.0% Usmani55.5% Dow Jones Islamic56.5% S&P Shariah62.5% MSCI Islamic55.5% MSCI Islamic M-Series62.5% FTSE Shariah54.8% |
| BCP VI Summit Holdings LP | UNSCREENED | 0.61% | no in-house ratios for this holding |
| Graham Packaging Co., Inc. | UNSCREENED | 0.61% | no in-house ratios for this holding |
| KBR KBR, Inc. | NON_COMPLIANT | 0.61% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| Wand NewCo 3, Inc. | UNSCREENED | 0.61% | no in-house ratios for this holding |
| NuStar Logistics LP | UNSCREENED | 0.60% | no in-house ratios for this holding |
| AHP Health Partners, Inc. | UNSCREENED | 0.60% | no in-house ratios for this holding |
| Surgery Center Holdings, Inc. | UNSCREENED | 0.60% | no in-house ratios for this holding |
| Bond US Bidco 1, Inc. | UNSCREENED | 0.60% | no in-house ratios for this holding |
| American Axle & Manufacturing, Inc. | UNSCREENED | 0.60% | no in-house ratios for this holding |
| QXO Building Products, Inc. | UNSCREENED | 0.60% | no in-house ratios for this holding |
| Creative Artists Agency LLC | UNSCREENED | 0.60% | no in-house ratios for this holding |
| CPI Holdco B LLC | UNSCREENED | 0.60% | no in-house ratios for this holding |
| PODD Insulet Corp. | COMPLIANT | 0.59% | AAOIFI9.6% Usmani30.0% Dow Jones Islamic5.3% S&P Shariah5.9% MSCI Islamic30.0% MSCI Islamic M-Series5.9% FTSE Shariah30.0% |
| SMG Scotts Miracle-Gro Co. (The) | NON_COMPLIANT | 0.59% | AAOIFI71.9% Usmani79.0% Dow Jones Islamic70.4% S&P Shariah73.0% MSCI Islamic78.6% MSCI Islamic M-Series73.0% FTSE Shariah66.7% |
| Charter Communications Operating LLC | UNSCREENED | 0.59% | no in-house ratios for this holding |
| Indy US Holdco LLC | UNSCREENED | 0.58% | no in-house ratios for this holding |
| Guardian US Holdco LLC | UNSCREENED | 0.58% | no in-house ratios for this holding |
| KRMN Karman Holdings, Inc. | NON_COMPLIANT | 0.58% | AAOIFI0.5% Usmani8.6% Dow Jones Islamic0.3% S&P Shariahpass MSCI Islamic1.5% MSCI Islamic M-Seriespass FTSE Shariah0.4% |
| Boxer Parent Co., Inc. | UNSCREENED | 0.57% | no in-house ratios for this holding |
| LSF12 Crown US Commercial Bidco LLC | UNSCREENED | 0.57% | no in-house ratios for this holding |
| Hertz Corp. (The) | UNSCREENED | 0.56% | no in-house ratios for this holding |
| TK Elevator Midco GmbH | UNSCREENED | 0.56% | no in-house ratios for this holding |
| Adient US LLC | UNSCREENED | 0.56% | no in-house ratios for this holding |
| Colossus Acquireco LLC | UNSCREENED | 0.55% | no in-house ratios for this holding |
| St. George's University Scholastic Services LLC | UNSCREENED | 0.55% | no in-house ratios for this holding |
| APi Group DE, Inc. | UNSCREENED | 0.54% | no in-house ratios for this holding |
| Pre-Paid Legal Services, Inc. | UNSCREENED | 0.54% | no in-house ratios for this holding |
| Radiology Partners, Inc. | UNSCREENED | 0.54% | no in-house ratios for this holding |
| Altar Bidco, Inc. | UNSCREENED | 0.54% | no in-house ratios for this holding |
| 1261229 BC Ltd. | UNSCREENED | 0.53% | no in-house ratios for this holding |
| Moran Foods LLC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| MIWD Holdco II LLC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| OPCH Option Care Health, Inc. | NON_COMPLIANT | 0.52% | AAOIFI35.7% Usmani37.6% Dow Jones Islamic27.4% S&P Shariah25.9% MSCI Islamic37.6% MSCI Islamic M-Series25.9% FTSE Shariah34.3% |
| Knowlton Development Corp., Inc. | UNSCREENED | 0.52% | no in-house ratios for this holding |
| Grifols International Services USA, Inc. | UNSCREENED | 0.51% | no in-house ratios for this holding |
| Level 3 Financing, Inc. | UNSCREENED | 0.51% | no in-house ratios for this holding |
| Nexstar Media, Inc. | UNSCREENED | 0.51% | no in-house ratios for this holding |
| TEX Terex Corp. | NON_COMPLIANT | 0.51% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| Project Boost Purchaser LLC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| Asplundh Tree Expert LLC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| Moran Foods LLC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| VSEC VSE Corp. | COMPLIANT | 0.49% | AAOIFI19.0% Usmani23.3% Dow Jones Islamic28.8% S&P Shariah37.2% MSCI Islamic23.3% MSCI Islamic M-Series37.2% FTSE Shariah21.5% |
| Trans Union LLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Station Casinos LLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| SS&C Technologies, Inc. | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Arches Buyer, Inc. | UNSCREENED | 0.49% | no in-house ratios for this holding |
| DexKo Global, Inc. | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Virtusa Corp. | UNSCREENED | 0.48% | no in-house ratios for this holding |
| CZR Caesars Entertainment, Inc. | NON_COMPLIANT | 0.48% | AAOIFI193.4% Usmani78.3% Dow Jones Islamic192.1% S&P Shariah165.8% MSCI Islamic36.9% MSCI Islamic M-Series165.8% FTSE Shariah36.9% |
| Madison Safety & Flow LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| EW Scripps Co. (The) | UNSCREENED | 0.48% | no in-house ratios for this holding |
| Bleriot US Bidco, Inc. | UNSCREENED | 0.47% | no in-house ratios for this holding |
| Moran Foods LLC | UNSCREENED | 0.47% | no in-house ratios for this holding |
| MED ParentCo LP | UNSCREENED | 0.47% | no in-house ratios for this holding |
| Trident TPI Holdings, Inc. | UNSCREENED | 0.47% | no in-house ratios for this holding |
| Ecovyst Catalyst Technologies LLC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| LSF12 Helix Parent LLC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| Shutterfly Finance LLC | UNSCREENED | 0.45% | no in-house ratios for this holding |
| Neon Maple US Debt Mergersub, Inc. | UNSCREENED | 0.45% | no in-house ratios for this holding |
| DISH DBS Corp. | UNSCREENED | 0.45% | no in-house ratios for this holding |
| RealPage, Inc. | UNSCREENED | 0.45% | no in-house ratios for this holding |
| Mister Car Wash Holdings, Inc. | UNSCREENED | 0.44% | no in-house ratios for this holding |
| Zekelman Industries, Inc. | UNSCREENED | 0.44% | no in-house ratios for this holding |
| Dayforce Bidco LLC | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Belron Finance 2019 LLC | UNSCREENED | 0.42% | no in-house ratios for this holding |
| Star Parent, Inc. | UNSCREENED | 0.42% | no in-house ratios for this holding |
| NATL NCR Atleos LLC | NON_COMPLIANT | 0.42% | AAOIFI87.4% Usmani51.8% Dow Jones Islamic111.7% S&P Shariah127.3% MSCI Islamic51.8% MSCI Islamic M-Series127.3% FTSE Shariah49.3% |
| Jazz Financing Lux SARL | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Resonetics LLC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| EMRLD Borrower LP | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Modena Buyer LLC | UNSCREENED | 0.40% | no in-house ratios for this holding |
| COHR Coherent Corp. | COMPLIANT | 0.40% | AAOIFI6.0% Usmani19.3% Dow Jones Islamic12.1% S&P Shariah15.9% MSCI Islamic19.3% MSCI Islamic M-Series15.9% FTSE Shariah17.6% |
| First Advantage Holdings LLC | UNSCREENED | 0.40% | no in-house ratios for this holding |
| PAREXEL International Corp. | UNSCREENED | 0.39% | no in-house ratios for this holding |
| MIR Mirion Technologies, Inc. | COMPLIANT | 0.39% | AAOIFI11.3% Usmani13.5% Dow Jones Islamic10.2% S&P Shariah12.1% MSCI Islamic13.5% MSCI Islamic M-Series12.1% FTSE Shariah12.6% |
| White Cap Supply Holdings LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Goat Holdco LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| LABL, Inc. | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Whitewater Whistler Holdings LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Resilience Parent LLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Sedgwick Claims Management Services, Inc. | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Altar Bidco, Inc. | UNSCREENED | 0.36% | no in-house ratios for this holding |
| USI, Inc. | UNSCREENED | 0.36% | no in-house ratios for this holding |
| Alliant Holdings Intermediate LLC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| Rocket Software, Inc. | UNSCREENED | 0.36% | no in-house ratios for this holding |
| HUB International Ltd. | UNSCREENED | 0.36% | no in-house ratios for this holding |
| FOUR Shift4 Payments LLC | NON_COMPLIANT | 0.35% | AAOIFI125.9% Usmani52.5% Dow Jones Islamic74.0% S&P Shariah77.0% MSCI Islamic52.5% MSCI Islamic M-Series77.0% FTSE Shariah51.9% |
| RKT Rocket Cos., Inc. | NON_COMPLIANT | 0.35% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| Clarios Global LP | UNSCREENED | 0.35% | no in-house ratios for this holding |
| CZR Caesars Entertainment, Inc. | NON_COMPLIANT | 0.35% | AAOIFI193.4% Usmani78.3% Dow Jones Islamic192.1% S&P Shariah165.8% MSCI Islamic36.9% MSCI Islamic M-Series165.8% FTSE Shariah36.9% |
| SRTA Serta Simmons Bedding LLC | COMPLIANT | 0.35% | AAOIFI0.9% Usmani1.3% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic1.3% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| NWL Newell Brands, Inc. | NON_COMPLIANT | 0.35% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| Sirius XM Radio LLC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Altafiber Virginia LLC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Medline Borrower LP | UNSCREENED | 0.34% | no in-house ratios for this holding |
| BIFM CA Buyer, Inc. | UNSCREENED | 0.34% | no in-house ratios for this holding |
| CC Chemours Co. (The) | NON_COMPLIANT | 0.34% | AAOIFI189.6% Usmani57.6% Dow Jones Islamic171.4% S&P Shariah148.1% MSCI Islamic57.6% MSCI Islamic M-Series148.1% FTSE Shariah54.2% |
| Vail Resorts, Inc. | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Pelican Pipeline LLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Vertex Aerospace Services Corp. | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Global Medical Response, Inc. | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Connect Finco SARL | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Prestige Brands, Inc. | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Skopima Consilio Parent LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Neptune Bidco US, Inc. | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Talen Energy Supply LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| WOOF Petco Health & Wellness Co., Inc. | NON_COMPLIANT | 0.30% | AAOIFI151.1% Usmani26.3% Dow Jones Islamic129.0% S&P Shariah132.1% MSCI Islamic26.3% MSCI Islamic M-Series132.1% FTSE Shariah0.2% |
| Whatabrands LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| THC Tenet Healthcare Corp. | NON_COMPLIANT | 0.30% | AAOIFI63.5% Usmani43.2% Dow Jones Islamic83.2% S&P Shariah95.3% MSCI Islamic43.2% MSCI Islamic M-Series95.3% FTSE Shariah43.2% |
| Ford Motor Credit Co. LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| GTN Gray Media, Inc. | NON_COMPLIANT | 0.29% | AAOIFI1180.6% Usmani56.4% Dow Jones Islamic1327.9% S&P Shariah1203.9% MSCI Islamic56.4% MSCI Islamic M-Series1203.9% FTSE Shariah55.6% |
| Stagwell Global LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| MH Sub I LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Central Parent LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Allied Universal Holdco LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Altice France SA | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Novelis, Inc. | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Vista Management Holding, Inc. | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Asurion LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| TransDigm, Inc. | UNSCREENED | 0.26% | no in-house ratios for this holding |
| GFF Griffon Corp. | NON_COMPLIANT | 0.25% | AAOIFI31.4% Usmani72.8% Dow Jones Islamic36.5% S&P Shariah38.7% MSCI Islamic72.8% MSCI Islamic M-Series38.7% FTSE Shariah69.0% |
| Iridium Satellite LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| DY Dycom Industries, Inc. | COMPLIANT | 0.24% | AAOIFI33.4% Usmani46.6% Dow Jones Islamic36.4% S&P Shariah44.4% MSCI Islamic46.6% MSCI Islamic M-Series44.4% FTSE Shariah43.1% |
| Clarios Global LP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Clear Channel Outdoor Holdings, Inc. | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Quikrete Holdings, Inc. | UNSCREENED | 0.23% | no in-house ratios for this holding |
| SYNA Synaptics, Inc. | COMPLIANT | 0.20% | AAOIFI18.9% Usmani41.7% Dow Jones Islamic27.4% S&P Shariah26.2% MSCI Islamic41.7% MSCI Islamic M-Series26.2% FTSE Shariah39.8% |
| AZZ AZZ, Inc. | COMPLIANT | 0.20% | AAOIFI12.6% Usmani24.1% Dow Jones Islamic16.2% S&P Shariah19.3% MSCI Islamic23.4% MSCI Islamic M-Series19.3% FTSE Shariah21.3% |
| Thoughtworks, Inc. | UNSCREENED | 0.20% | no in-house ratios for this holding |
| US Renal Care, Inc. | UNSCREENED | 0.19% | no in-house ratios for this holding |
| MH Sub I LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ELAN Elanco Animal Health, Inc. | NON_COMPLIANT | 0.17% | AAOIFI31.2% Usmani27.5% Dow Jones Islamic41.7% S&P Shariah45.2% MSCI Islamic27.5% MSCI Islamic M-Series45.2% FTSE Shariah27.5% |
| SRTA Serta Simmons Bedding LLC | COMPLIANT | 0.16% | AAOIFI0.9% Usmani1.3% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic1.3% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| Buckeye Partners LP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| INEOS Quattro Finance 2 plc | UNSCREENED | 0.14% | no in-house ratios for this holding |
| New Keenova | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Shutterfly Finance LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| First Student Bidco, Inc. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Labl dec33 | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Gates Global LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Hertz Corp. (The) | UNSCREENED | 0.11% | no in-house ratios for this holding |
| GB AIT Buyer, Inc. | UNSCREENED | 0.10% | no in-house ratios for this holding |
| IHRT iHeartMedia, Inc. | NON_COMPLIANT | 0.08% | AAOIFI1254.8% Usmani118.8% Dow Jones Islamic1382.4% S&P Shariah1497.1% MSCI Islamic118.8% MSCI Islamic M-Series1497.1% FTSE Shariah103.9% |
| LABL, Inc. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| AWS Claire's LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Hess Midstream Operations LP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Callaway Golf Co. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| FGI Operating Co. LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Moran Foods Backstop Equity | UNSCREENED | 0.01% | no in-house ratios for this holding |
| New Par Health | UNSCREENED | 0.01% | no in-house ratios for this holding |
| NMG Parent LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| British Pound | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Nmg Escrow | UNSCREENED | 0.00% | no in-house ratios for this holding |
| EURO | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Norwegian Krone | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Moran Foods LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SSB Equipment Co., Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 4.9% of it passes FTSE Shariah, 3.9% passes S&P Shariah. 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 4.1% ratios fail on 9.3% 89.6% not rated under AAOIFI
ratios pass on 4.6% ratios fail on 8.0% 90.4% not rated under Usmani
ratios pass on 4.6% ratios fail on 8.7% 89.6% not rated under Dow Jones Islamic
ratios pass on 3.9% ratios fail on 9.5% 89.6% not rated under S&P Shariah
ratios pass on 4.0% ratios fail on 8.5% 90.4% not rated under MSCI Islamic
ratios pass on 3.9% ratios fail on 9.5% 89.6% not rated under MSCI Islamic M-Series
ratios pass on 4.9% ratios fail on 7.7% 90.4% not rated under FTSE Shariah
30 of 209 listed holdings carry our own per-methodology verdicts (13% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none.
| Non-compliant holding | Weight |
|---|---|
| NVRI Enviri Corp. | 0.84% |
| NRG NRG Energy, Inc. | 0.69% |
| JBLU Jetblue Airways Corp. | 0.62% |
| KNTK Kinetik Holdings LP | 0.61% |
| KBR KBR, Inc. | 0.61% |
| SMG Scotts Miracle-Gro Co. (The) | 0.59% |
| KRMN Karman Holdings, Inc. | 0.58% |
| OPCH Option Care Health, Inc. | 0.52% |
| TEX Terex Corp. | 0.51% |
| CZR Caesars Entertainment, Inc. | 0.48% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
JPMorgan Floating Rate Income Fund (JPHAX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
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 |
|---|---|---|
| JPMorgan U.S. Government Money Market Fundnot matched to a ticker | 8.49% | Not screened |
| WEC US Holdings, Inc.not matched to a ticker | 1.08% | Not screened |
| Genesys Cloud Services, Inc.not matched to a ticker | 0.94% | Not screened |
| Clear Channel Outdoor Holdings, Inc.not matched to a ticker | 0.89% | Not screened |
| UKG, Inc.not matched to a ticker | 0.85% | Not screened |
| NVRIEnviri Corp. | 0.84% | Non-compliant |
| CPPIB OVM Member US LLCnot matched to a ticker | 0.84% | Not screened |
| INEOS US Finance LLCnot matched to a ticker | 0.82% | Not screened |
| AthenaHealth Group, Inc.not matched to a ticker | 0.81% | Not screened |
| Mauser Packaging Solutions Holding Co.not matched to a ticker | 0.79% | Not screened |
Top 10 of 209 holdings, 16.4% 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 U.S. Government Money Market Fundnot screened8.49%
- WEC US Holdings, Inc.not screened1.08%
- Genesys Cloud Services, Inc.not screened0.94%
- Clear Channel Outdoor Holdings, Inc.not screened0.89%
- UKG, Inc.not screened0.85%
- NVRInon-compliant0.84%
What changed, and when
Verdict history for JPHAX. 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 JPHAX 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 5 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) | 29.80 | BUY |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -187.88 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | -0.39 | SELL |
| Momentum (10) | -0.03 | SELL |
| EMA (10) | 7.73 | SELL |
| SMA (10) | 7.73 | SELL |
| EMA (20) | 7.74 | SELL |
| SMA (20) | 7.74 | SELL |
| EMA (30) | 7.74 | SELL |
| SMA (30) | 7.75 | SELL |
| EMA (50) | 7.73 | SELL |
| SMA (50) | 7.74 | SELL |
| EMA (100) | 7.70 | BUY |
| SMA (100) | 7.70 | BUY |
| EMA (200) | 7.62 | BUY |
| SMA (200) | 7.61 | 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.