Verdicts genuinely change. Free email alert the moment JSEZX'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 Small Cap Equity Fund · JPMorgan Trust I
120 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 40.22% of portfolio weight is in non-compliant holdings, over the 5% threshold.
120 holdings, 104 matched (84% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
0.78% of this portfolio’s income is non-permissible — weighted across holdings, computed over 73% of portfolio weight (92 of 120 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.
44.3% compliant 0.8% questionable 39.0% non-compliant 15.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| JPMorgan Securities Lending Money Market Fund | UNSCREENED | 3.03% | no in-house ratios for this holding |
| ESI Element Solutions, Inc. | COMPLIANT | 1.84% | AAOIFI20.7% Usmani31.7% Dow Jones Islamic26.2% S&P Shariah28.2% MSCI Islamic31.7% MSCI Islamic M-Series28.2% FTSE Shariah30.2% |
| NOVT Novanta, Inc. | COMPLIANT | 1.70% | AAOIFI5.0% Usmani13.3% Dow Jones Islamic5.7% S&P Shariah5.4% MSCI Islamic13.2% MSCI Islamic M-Series5.4% FTSE Shariah10.7% |
| JPMorgan Prime Money Market Fund | UNSCREENED | 1.56% | no in-house ratios for this holding |
| LOAR Loar Holdings, Inc. | COMPLIANT | 1.48% | AAOIFI15.1% Usmani41.5% Dow Jones Islamic14.0% S&P Shariahpass MSCI Islamic41.3% MSCI Islamic M-Seriespass FTSE Shariah40.8% |
| MSA MSA Safety, Inc. | COMPLIANT | 1.46% | AAOIFI8.8% Usmani24.7% Dow Jones Islamic9.9% S&P Shariah9.8% MSCI Islamic24.7% MSCI Islamic M-Series9.8% FTSE Shariah23.1% |
| BELFA Bel Fuse, Inc. | COMPLIANT | 1.44% | AAOIFI1.0% Usmani2.7% Dow Jones Islamic11.3% S&P Shariah13.7% MSCI Islamic2.7% MSCI Islamic M-Series13.7% FTSE Shariah0.0% |
| CFR Cullen/Frost Bankers, Inc. | NON_COMPLIANT | 1.40% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NVST Envista Holdings Corp. | NON_COMPLIANT | 1.39% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| ALGM Allegro MicroSystems, Inc. | COMPLIANT | 1.38% | AAOIFI4.5% Usmani22.0% Dow Jones Islamic5.2% S&P Shariah5.3% MSCI Islamic21.5% MSCI Islamic M-Series5.3% FTSE Shariah20.3% |
| Hayward Holdings, Inc. | UNSCREENED | 1.33% | no in-house ratios for this holding |
| WTFC Wintrust Financial Corp. | NON_COMPLIANT | 1.32% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CWK Cushman & Wakefield Ltd. | NON_COMPLIANT | 1.27% | AAOIFI94.4% Usmani40.1% Dow Jones Islamic97.5% S&P Shariah107.0% MSCI Islamic40.1% MSCI Islamic M-Series107.0% FTSE Shariah35.1% |
| POWI Power Integrations, Inc. | COMPLIANT | 1.26% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CWST Casella Waste Systems, Inc. | COMPLIANT | 1.26% | AAOIFI24.3% Usmani40.6% Dow Jones Islamic22.7% S&P Shariah23.4% MSCI Islamic40.6% MSCI Islamic M-Series23.4% FTSE Shariah38.0% |
| RBC RBC Bearings, Inc. | COMPLIANT | 1.23% | AAOIFI5.6% Usmani17.7% Dow Jones Islamic6.5% S&P Shariah7.6% MSCI Islamic16.8% MSCI Islamic M-Series7.6% FTSE Shariah15.5% |
| FN Fabrinet | COMPLIANT | 1.23% | AAOIFI0.0% Usmani0.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.1% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SM SM Energy Co. | NON_COMPLIANT | 1.21% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MIDD Middleby Corp. (The) | NON_COMPLIANT | 1.20% | AAOIFI40.7% Usmani37.3% Dow Jones Islamic27.5% S&P Shariah27.5% MSCI Islamic37.3% MSCI Islamic M-Series27.5% FTSE Shariah36.9% |
| CIGI.TO Colliers International Group, Inc. | NON_COMPLIANT | 1.20% | AAOIFI42.6% Usmani32.1% Dow Jones Islamic39.7% S&P Shariah41.7% MSCI Islamic31.8% MSCI Islamic M-Series41.7% FTSE Shariah24.2% |
| Ryman Hospitality Properties, Inc. | UNSCREENED | 1.20% | no in-house ratios for this holding |
| EVR Evercore, Inc. | NON_COMPLIANT | 1.19% | AAOIFI4.8% Usmani11.8% Dow Jones Islamic4.6% S&P Shariah5.3% MSCI Islamic11.8% MSCI Islamic M-Series5.3% FTSE Shariah0.0% |
| WSC WillScot Holdings Corp. | NON_COMPLIANT | 1.19% | AAOIFI87.2% Usmani64.7% Dow Jones Islamic77.7% S&P Shariah64.9% MSCI Islamic64.7% MSCI Islamic M-Series64.9% FTSE Shariah59.6% |
| KNSL Kinsale Capital Group, Inc. | NON_COMPLIANT | 1.18% | AAOIFI2.6% Usmani3.5% Dow Jones Islamic2.3% S&P Shariah2.3% MSCI Islamic3.5% MSCI Islamic M-Series2.3% FTSE Shariah3.5% |
| BMI Badger Meter, Inc. | COMPLIANT | 1.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WH Wyndham Hotels & Resorts, Inc. | NON_COMPLIANT | 1.17% | AAOIFI47.4% Usmani61.7% Dow Jones Islamic42.2% S&P Shariah43.4% MSCI Islamic61.7% MSCI Islamic M-Series43.4% FTSE Shariah61.7% |
| HQY HealthEquity, Inc. | COMPLIANT | 1.16% | AAOIFI12.2% Usmani29.7% Dow Jones Islamic12.2% S&P Shariah13.0% MSCI Islamic29.7% MSCI Islamic M-Series13.0% FTSE Shariah28.5% |
| MOD Modine Manufacturing Co. | COMPLIANT | 1.15% | AAOIFI6.1% Usmani22.5% Dow Jones Islamic7.8% S&P Shariah9.3% MSCI Islamic22.4% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| Concentra Group Holdings Parent, Inc. | UNSCREENED | 1.14% | no in-house ratios for this holding |
| FHN First Horizon Corp. | NON_COMPLIANT | 1.14% | AAOIFI187.6% Usmani26.2% Dow Jones Islamic208.5% S&P Shariah233.7% MSCI Islamic26.2% MSCI Islamic M-Series233.7% FTSE Shariah26.2% |
| MTSI MACOM Technology Solutions Holdings, Inc. | COMPLIANT | 1.14% | AAOIFI1.7% Usmani17.6% Dow Jones Islamic2.6% S&P Shariah3.1% MSCI Islamic16.2% MSCI Islamic M-Series3.1% FTSE Shariah15.9% |
| PRMB Primo Brands Corp. | NON_COMPLIANT | 1.09% | AAOIFI71.5% Usmani53.6% Dow Jones Islamic62.0% S&P Shariah69.6% MSCI Islamic53.6% MSCI Islamic M-Series69.6% FTSE Shariah48.5% |
| STEP StepStone Group, Inc. | NON_COMPLIANT | 1.09% | AAOIFI22.8% Usmani18.0% Dow Jones Islamic21.2% S&P Shariah24.3% MSCI Islamic18.0% MSCI Islamic M-Series24.3% FTSE Shariah18.0% |
| DGII Digi International, Inc. | COMPLIANT | 1.09% | AAOIFI4.4% Usmani12.3% Dow Jones Islamic7.5% S&P Shariah8.7% MSCI Islamic12.3% MSCI Islamic M-Series8.7% FTSE Shariah11.2% |
| EHC Encompass Health Corp. | COMPLIANT | 1.08% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| SOLS Solstice Advanced Materials, Inc. | COMPLIANT | 1.07% | AAOIFI19.5% Usmani35.2% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic33.3% MSCI Islamic M-Seriespass FTSE Shariah33.3% |
| Commerce Bancshares, Inc. | UNSCREENED | 1.04% | no in-house ratios for this holding |
| LGN Legence Corp. | COMPLIANT | 1.02% | AAOIFI19.4% Usmani32.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic32.0% MSCI Islamic M-Seriespass FTSE Shariah27.7% |
| POOL Pool Corp. | COMPLIANT | 1.02% | AAOIFI24.7% Usmani39.8% Dow Jones Islamic15.5% S&P Shariah14.1% MSCI Islamic39.8% MSCI Islamic M-Series14.1% FTSE Shariah31.2% |
| ICUI ICU Medical, Inc. | NON_COMPLIANT | 1.00% | AAOIFI32.0% Usmani32.4% Dow Jones Islamic35.8% S&P Shariah38.7% MSCI Islamic32.3% MSCI Islamic M-Series38.7% FTSE Shariah31.0% |
| SFBS ServisFirst Bancshares, Inc. | NON_COMPLIANT | 0.97% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Chefs' Warehouse, Inc. (The) | UNSCREENED | 0.94% | no in-house ratios for this holding |
| CNM Core & Main, Inc. | NON_COMPLIANT | 0.94% | AAOIFI33.9% Usmani41.0% Dow Jones Islamic27.6% S&P Shariah28.8% MSCI Islamic41.0% MSCI Islamic M-Series28.8% FTSE Shariah36.5% |
| elf Beauty, Inc. | UNSCREENED | 0.93% | no in-house ratios for this holding |
| EXP Eagle Materials, Inc. | NON_COMPLIANT | 0.93% | AAOIFI30.7% Usmani45.9% Dow Jones Islamic24.2% S&P Shariah24.1% MSCI Islamic45.9% MSCI Islamic M-Series24.1% FTSE Shariah45.0% |
| PLNT Planet Fitness, Inc. | NON_COMPLIANT | 0.92% | AAOIFI76.5% Usmani97.8% Dow Jones Islamic41.8% S&P Shariah45.7% MSCI Islamic97.8% MSCI Islamic M-Series45.7% FTSE Shariah82.3% |
| KRMN Karman Holdings, Inc. | NON_COMPLIANT | 0.92% | AAOIFI0.5% Usmani8.6% Dow Jones Islamic0.3% S&P Shariahpass MSCI Islamic1.5% MSCI Islamic M-Seriespass FTSE Shariah0.4% |
| DTM DT Midstream, Inc. | COMPLIANT | 0.87% | AAOIFI25.5% Usmani33.0% Dow Jones Islamic30.1% S&P Shariah36.3% MSCI Islamic33.0% MSCI Islamic M-Series36.3% FTSE Shariah32.6% |
| FIBK First Interstate BancSystem, Inc. | NON_COMPLIANT | 0.85% | AAOIFI4.1% Usmani0.6% Dow Jones Islamic4.6% S&P Shariah5.0% MSCI Islamic0.6% MSCI Islamic M-Series5.0% FTSE Shariah0.6% |
| MIAX Miami International Holdings, Inc. | COMPLIANT | 0.85% | AAOIFI0.5% Usmani1.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.4% MSCI Islamic M-Seriespass FTSE Shariah0.1% |
| Bright Horizons Family Solutions, Inc. | UNSCREENED | 0.84% | no in-house ratios for this holding |
| MEDP Medpace Holdings, Inc. | COMPLIANT | 0.84% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariah— |
| NP Neptune Insurance Holdings, Inc. | NON_COMPLIANT | 0.84% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic0.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| First Financial Bancorp | UNSCREENED | 0.84% | no in-house ratios for this holding |
| MKTX MarketAxess Holdings, Inc. | COMPLIANT | 0.82% | AAOIFI2.0% Usmani4.8% Dow Jones Islamic1.6% S&P Shariah1.6% MSCI Islamic4.8% MSCI Islamic M-Series1.6% FTSE Shariah4.8% |
| PFGC Performance Food Group Co. | NON_COMPLIANT | 0.82% | AAOIFI38.5% Usmani41.3% Dow Jones Islamic41.6% S&P Shariah45.7% MSCI Islamic31.7% MSCI Islamic M-Series45.7% FTSE Shariah26.6% |
| SAIA Saia, Inc. | COMPLIANT | 0.81% | AAOIFI2.8% Usmani7.2% Dow Jones Islamic2.7% S&P Shariah2.5% MSCI Islamic7.2% MSCI Islamic M-Series2.5% FTSE Shariah2.7% |
| AIT Applied Industrial Technologies, Inc. | COMPLIANT | 0.80% | AAOIFI4.2% Usmani16.7% Dow Jones Islamic5.0% S&P Shariah5.6% MSCI Islamic16.7% MSCI Islamic M-Series5.6% FTSE Shariah9.3% |
| ENTG Entegris, Inc. | COMPLIANT | 0.80% | AAOIFI16.5% Usmani42.3% Dow Jones Islamic22.1% S&P Shariah21.4% MSCI Islamic42.1% MSCI Islamic M-Series21.4% FTSE Shariah41.1% |
| BJ BJ's Wholesale Club Holdings, Inc. | QUESTIONABLE | 0.80% | AAOIFI23.1% Usmani34.7% Dow Jones Islamic21.7% S&P Shariah23.4% MSCI Islamic34.7% MSCI Islamic M-Series23.4% FTSE Shariah7.9% |
| iShares Russell 2000 ETF | UNSCREENED | 0.79% | no in-house ratios for this holding |
| RYAN Ryan Specialty Holdings, Inc. | NON_COMPLIANT | 0.78% | AAOIFI36.4% Usmani31.8% Dow Jones Islamic63.0% S&P Shariah65.1% MSCI Islamic31.8% MSCI Islamic M-Series65.1% FTSE Shariah30.4% |
| LBRT Liberty Energy, Inc. | NON_COMPLIANT | 0.78% | AAOIFI40.1% Usmani35.9% Dow Jones Islamic44.1% S&P Shariah43.7% MSCI Islamic30.1% MSCI Islamic M-Series43.7% FTSE Shariah28.8% |
| DOCN DigitalOcean Holdings, Inc. | COMPLIANT | 0.78% | AAOIFI9.5% Usmani58.0% Dow Jones Islamic23.7% S&P Shariah28.5% MSCI Islamic44.8% MSCI Islamic M-Series28.5% FTSE Shariah29.5% |
| FLOC Flowco Holdings, Inc. | NON_COMPLIANT | 0.78% | AAOIFI19.1% Usmani17.8% Dow Jones Islamic17.6% S&P Shariahpass MSCI Islamic16.6% MSCI Islamic M-Seriespass FTSE Shariah15.5% |
| BKU BankUnited, Inc. | NON_COMPLIANT | 0.77% | AAOIFI9.7% Usmani0.9% Dow Jones Islamic10.8% S&P Shariah12.2% MSCI Islamic0.9% MSCI Islamic M-Series12.2% FTSE Shariah0.9% |
| PRM Perimeter Solutions, Inc. | COMPLIANT | 0.77% | AAOIFI24.1% Usmani38.8% Dow Jones Islamic40.1% S&P Shariah52.4% MSCI Islamic38.6% MSCI Islamic M-Series52.4% FTSE Shariah37.3% |
| EGP EastGroup Properties, Inc. | COMPLIANT | 0.76% | AAOIFI15.0% Usmani29.2% Dow Jones Islamic17.6% S&P Shariah18.6% MSCI Islamic29.2% MSCI Islamic M-Series18.6% FTSE Shariah29.2% |
| HLMN Hillman Solutions Corp. | NON_COMPLIANT | 0.76% | AAOIFI53.6% Usmani34.6% Dow Jones Islamic45.4% S&P Shariah45.6% MSCI Islamic33.7% MSCI Islamic M-Series45.6% FTSE Shariah29.2% |
| WHD Cactus, Inc. | COMPLIANT | 0.76% | AAOIFI0.8% Usmani2.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| FHB First Hawaiian, Inc. | NON_COMPLIANT | 0.75% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BCPC Balchem Corp. | COMPLIANT | 0.73% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MCRI Monarch Casino & Resort, Inc. | NON_COMPLIANT | 0.72% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WRBY Warby Parker, Inc. | COMPLIANT | 0.71% | AAOIFI7.9% Usmani32.5% Dow Jones Islamic9.7% S&P Shariah11.2% MSCI Islamic32.5% MSCI Islamic M-Series11.2% FTSE Shariah0.0% |
| ARXS Arxis, Inc. | NON_COMPLIANT | 0.70% | AAOIFI8.3% Usmani25.5% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic25.5% MSCI Islamic M-Seriespass FTSE Shariah24.5% |
| Portland General Electric Co. | UNSCREENED | 0.69% | no in-house ratios for this holding |
| XMTR Xometry, Inc. | COMPLIANT | 0.69% | AAOIFI7.3% Usmani32.1% Dow Jones Islamic15.3% S&P Shariah19.0% MSCI Islamic32.1% MSCI Islamic M-Series19.0% FTSE Shariah31.1% |
| CHE Chemed Corp. | COMPLIANT | 0.68% | AAOIFI4.3% Usmani18.7% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic18.7% MSCI Islamic M-Series3.9% FTSE Shariah8.9% |
| WSFS WSFS Financial Corp. | NON_COMPLIANT | 0.67% | AAOIFI0.2% Usmani0.0% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.0% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| Alliance Laundry Holdings, Inc. | UNSCREENED | 0.66% | no in-house ratios for this holding |
| FPS Forgent Power Solutions, Inc. | COMPLIANT | 0.65% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FA First Advantage Corp. | NON_COMPLIANT | 0.63% | AAOIFI55.6% Usmani54.5% Dow Jones Islamic73.8% S&P Shariah78.3% MSCI Islamic54.5% MSCI Islamic M-Series78.3% FTSE Shariah54.3% |
| PLXS Plexus Corp. | COMPLIANT | 0.62% | AAOIFI0.5% Usmani2.1% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic0.9% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| FIGR Figure Technology Solutions, Inc. | NON_COMPLIANT | 0.61% | AAOIFI3.7% Usmani10.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.6% MSCI Islamic M-Seriesfail FTSE Shariah10.5% |
| SHAK Shake Shack, Inc. | NON_COMPLIANT | 0.61% | AAOIFI31.6% Usmani48.8% Dow Jones Islamic22.3% S&P Shariah23.6% MSCI Islamic48.1% MSCI Islamic M-Series23.6% FTSE Shariah12.7% |
| JBI Janus International Group, Inc. | NON_COMPLIANT | 0.60% | AAOIFI89.6% Usmani47.6% Dow Jones Islamic59.6% S&P Shariah47.3% MSCI Islamic47.5% MSCI Islamic M-Series47.3% FTSE Shariah41.6% |
| AAON AAON, Inc. | COMPLIANT | 0.59% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| MORN Morningstar, Inc. | COMPLIANT | 0.57% | AAOIFI25.6% Usmani48.7% Dow Jones Islamic18.5% S&P Shariah17.7% MSCI Islamic48.7% MSCI Islamic M-Series17.7% FTSE Shariah43.9% |
| NXT Nextpower, Inc. | COMPLIANT | 0.57% | AAOIFI0.3% Usmani0.9% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic0.9% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| WCC WESCO International, Inc. | NON_COMPLIANT | 0.57% | AAOIFI40.2% Usmani37.7% Dow Jones Islamic58.2% S&P Shariah64.7% MSCI Islamic37.7% MSCI Islamic M-Series64.7% FTSE Shariah33.3% |
| GOLF Acushnet Holdings Corp. | COMPLIANT | 0.57% | AAOIFI18.5% Usmani36.4% Dow Jones Islamic20.0% S&P Shariah21.2% MSCI Islamic36.4% MSCI Islamic M-Series21.2% FTSE Shariah36.4% |
| RLI RLI Corp. | NON_COMPLIANT | 0.55% | AAOIFI5.2% Usmani4.6% Dow Jones Islamic5.1% S&P Shariah5.1% MSCI Islamic4.6% MSCI Islamic M-Series5.1% FTSE Shariah4.6% |
| ROAD Construction Partners, Inc. | COMPLIANT | 0.54% | AAOIFI31.8% Usmani52.4% Dow Jones Islamic32.7% S&P Shariah39.6% MSCI Islamic52.4% MSCI Islamic M-Series39.6% FTSE Shariah49.5% |
| ZWS Zurn Elkay Water Solutions Corp. | COMPLIANT | 0.54% | AAOIFI6.6% Usmani21.3% Dow Jones Islamic7.8% S&P Shariah8.6% MSCI Islamic20.6% MSCI Islamic M-Series8.6% FTSE Shariah18.6% |
| Commercial Metals Co. | UNSCREENED | 0.54% | no in-house ratios for this holding |
| SSD Simpson Manufacturing Co., Inc. | COMPLIANT | 0.53% | AAOIFI5.7% Usmani13.4% Dow Jones Islamic5.8% S&P Shariah5.8% MSCI Islamic13.4% MSCI Islamic M-Series5.8% FTSE Shariah9.8% |
| MC Moelis & Co. | NON_COMPLIANT | 0.52% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MANH Manhattan Associates, Inc. | COMPLIANT | 0.52% | AAOIFI0.4% Usmani7.7% Dow Jones Islamic0.5% S&P Shariah0.4% MSCI Islamic7.7% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| TYL Tyler Technologies, Inc. | COMPLIANT | 0.52% | AAOIFI9.8% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.2% MSCI Islamic25.0% MSCI Islamic M-Series7.2% FTSE Shariah24.2% |
| CCC CCC Intelligent Solutions Holdings, Inc. | NON_COMPLIANT | 0.52% | AAOIFI34.2% Usmani37.6% Dow Jones Islamic24.8% S&P Shariah22.4% MSCI Islamic37.6% MSCI Islamic M-Series22.4% FTSE Shariah36.0% |
| WLTH Wealthfront Corp. | NON_COMPLIANT | 0.52% | AAOIFI1.0% Usmani0.8% Dow Jones Islamic— S&P Shariah— MSCI Islamic0.8% MSCI Islamic M-Series— FTSE Shariah0.3% |
| TRU TransUnion | NON_COMPLIANT | 0.50% | AAOIFI38.2% Usmani47.2% Dow Jones Islamic34.6% S&P Shariah36.4% MSCI Islamic47.2% MSCI Islamic M-Series36.4% FTSE Shariah46.5% |
| KWR Quaker Chemical Corp. | NON_COMPLIANT | 0.50% | AAOIFI33.2% Usmani32.4% Dow Jones Islamic38.2% S&P Shariah34.7% MSCI Islamic32.4% MSCI Islamic M-Series34.7% FTSE Shariah30.6% |
| UTZ Utz Brands, Inc. | NON_COMPLIANT | 0.48% | AAOIFI49.5% Usmani36.5% Dow Jones Islamic58.5% S&P Shariah53.7% MSCI Islamic36.5% MSCI Islamic M-Series53.7% FTSE Shariah30.2% |
| JKHY Jack Henry & Associates, Inc. | COMPLIANT | 0.48% | AAOIFI1.1% Usmani4.1% Dow Jones Islamic1.1% S&P Shariah1.1% MSCI Islamic4.1% MSCI Islamic M-Series1.1% FTSE Shariah2.9% |
| NCNO nCino, Inc. | COMPLIANT | 0.47% | AAOIFI12.3% Usmani21.5% Dow Jones Islamic9.7% S&P Shariah9.1% MSCI Islamic18.3% MSCI Islamic M-Series9.1% FTSE Shariah17.5% |
| ARX Accelerant Holdings | NON_COMPLIANT | 0.47% | AAOIFI2.8% Usmani1.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic1.3% MSCI Islamic M-Seriesfail FTSE Shariah1.3% |
| PCTY Paylocity Holding Corp. | NON_COMPLIANT | 0.45% | AAOIFI1.6% Usmani2.7% Dow Jones Islamic1.5% S&P Shariah1.5% MSCI Islamic2.7% MSCI Islamic M-Series1.5% FTSE Shariah1.7% |
| GNTX Gentex Corp. | COMPLIANT | 0.45% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.4% MSCI Islamic M-Series0.2% FTSE Shariah0.1% |
| MOH Molina Healthcare, Inc. | NON_COMPLIANT | 0.44% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| INIO Innio NV | COMPLIANT | 0.44% | AAOIFI18.2% Usmani47.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic47.2% MSCI Islamic M-Seriespass FTSE Shariah45.7% |
| Dpc Holdings Ltd. | UNSCREENED | 0.44% | no in-house ratios for this holding |
| Andersen Group, Inc. | UNSCREENED | 0.42% | no in-house ratios for this holding |
| LASR nLight, Inc. | COMPLIANT | 0.40% | AAOIFI0.6% Usmani2.9% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic2.9% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| QLYS Qualys, Inc. | COMPLIANT | 0.39% | AAOIFI0.9% Usmani5.0% Dow Jones Islamic1.1% S&P Shariah1.0% MSCI Islamic5.0% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| FROG JFrog Ltd. | COMPLIANT | 0.32% | AAOIFI0.1% Usmani1.0% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.0% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| RPC Ridgepost Capital, Inc. | NON_COMPLIANT | 0.32% | AAOIFI52.4% Usmani42.6% Dow Jones Islamic43.5% S&P Shariah45.6% MSCI Islamic42.6% MSCI Islamic M-Series45.6% FTSE Shariah42.6% |
| FRPT Freshpet, Inc. | COMPLIANT | 0.29% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| LECO Lincoln Electric Holdings, Inc. | COMPLIANT | 0.26% | AAOIFI8.0% Usmani31.5% Dow Jones Islamic9.6% S&P Shariah9.9% MSCI Islamic31.5% MSCI Islamic M-Series9.9% FTSE Shariah30.2% |
| SXI Standex International Corp. | COMPLIANT | 0.07% | AAOIFI17.2% Usmani35.7% Dow Jones Islamic21.5% S&P Shariah23.8% MSCI Islamic35.7% MSCI Islamic M-Series23.8% FTSE Shariah32.7% |
The published standards disagree about this fund by 20 points of portfolio weight — 49.7% of it passes Dow Jones Islamic, 29.6% passes Usmani. 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 45.2% ratios fail on 35.5% 22.3% not rated under AAOIFI
ratios pass on 29.6% ratios fail on 47.1% 26.4% not rated under Usmani
ratios pass on 49.7% ratios fail on 32.6% 20.8% not rated under Dow Jones Islamic
ratios pass on 48.2% ratios fail on 33.4% 21.4% not rated under S&P Shariah
ratios pass on 31.2% ratios fail on 50.4% 21.5% not rated under MSCI Islamic
ratios pass on 48.2% ratios fail on 33.4% 21.4% not rated under MSCI Islamic M-Series
ratios pass on 39.0% ratios fail on 39.5% 24.5% not rated under FTSE Shariah
104 of 120 listed holdings carry our own per-methodology verdicts (87% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 97 (82% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| CFR Cullen/Frost Bankers, Inc. | 1.40% |
| NVST Envista Holdings Corp. | 1.39% |
| WTFC Wintrust Financial Corp. | 1.32% |
| CWK Cushman & Wakefield Ltd. | 1.27% |
| SM SM Energy Co. | 1.21% |
| MIDD Middleby Corp. (The) | 1.20% |
| CIGI.TO Colliers International Group, Inc. | 1.20% |
| EVR Evercore, Inc. | 1.19% |
| WSC WillScot Holdings Corp. | 1.19% |
| KNSL Kinsale Capital Group, Inc. | 1.18% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
JPMorgan Small Cap Equity Fund (JSEZX) 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.
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 Securities Lending Money Market Fundnot matched to a ticker | 3.03% | Not screened |
| ESIElement Solutions, Inc. | 1.84% | Compliant |
| NOVTNovanta, Inc. | 1.70% | Compliant |
| JPMorgan Prime Money Market Fundnot matched to a ticker | 1.56% | Not screened |
| LOARLoar Holdings, Inc. | 1.48% | Compliant |
| MSAMSA Safety, Inc. | 1.46% | Compliant |
| BELFABel Fuse, Inc. | 1.44% | Compliant |
| CFRCullen/Frost Bankers, Inc. | 1.40% | Non-compliant |
| NVSTEnvista Holdings Corp. | 1.39% | Non-compliant |
| ALGMAllegro MicroSystems, Inc. | 1.38% | Compliant |
Top 10 of 120 holdings, 16.7% 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 JSEZX. 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) | 40.80 | NEUTRAL |
| Stochastic %K (14) | 55.13 | NEUTRAL |
| CCI (20) | -37.31 | NEUTRAL |
| Williams %R (14) | -44.87 | NEUTRAL |
| MACD (12,26,9) | 0.08 | BUY |
| ROC (10) | 0.70 | BUY |
| Momentum (10) | 0.22 | BUY |
| EMA (10) | 31.82 | SELL |
| SMA (10) | 31.77 | SELL |
| EMA (20) | 32.01 | SELL |
| SMA (20) | 31.86 | SELL |
| EMA (30) | 32.25 | SELL |
| SMA (30) | 32.17 | SELL |
| EMA (50) | 32.60 | SELL |
| SMA (50) | 33.09 | SELL |
| EMA (100) | 32.75 | SELL |
| SMA (100) | 33.28 | SELL |
| EMA (200) | 32.17 | SELL |
| SMA (200) | 32.43 | SELL |
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.