Verdicts genuinely change. Free email alert the moment JVACX'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 Value Advantage Fund · JPMorgan Trust I
120 holdings
NON-COMPLIANT 53.27% of portfolio weight is in non-compliant holdings, over the 5% threshold.
120 holdings, 112 matched (95% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
3.69% of this portfolio’s income is non-permissible — weighted across holdings, computed over 78% of portfolio weight (97 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.
34.0% compliant 8.1% questionable 53.3% non-compliant 4.6% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AMZN Amazon.com, Inc. | QUESTIONABLE | 5.14% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| AAPL Apple, Inc. | COMPLIANT | 2.79% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| BRK.B Berkshire Hathaway, Inc. | NON_COMPLIANT | 2.51% | no in-house ratios for this holding |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 2.38% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| ABBV AbbVie, Inc. | COMPLIANT | 2.11% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| COF Capital One Financial Corp. | NON_COMPLIANT | 1.87% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| TXN Texas Instruments, Inc. | COMPLIANT | 1.80% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| STT State Street Corp. | NON_COMPLIANT | 1.75% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| JNJ Johnson & Johnson | COMPLIANT | 1.52% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| HPE Hewlett Packard Enterprise Co. | NON_COMPLIANT | 1.46% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| ETN Eaton Corp. plc | COMPLIANT | 1.45% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| META Meta Platforms, Inc. | QUESTIONABLE | 1.38% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| DOV Dover Corp. | COMPLIANT | 1.32% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| WSC WillScot Holdings Corp. | NON_COMPLIANT | 1.24% | AAOIFI87.2% Usmani64.7% Dow Jones Islamic77.7% S&P Shariah64.9% MSCI Islamic64.7% MSCI Islamic M-Series64.9% FTSE Shariah59.6% |
| JPMorgan Prime Money Market Fund | UNSCREENED | 1.24% | no in-house ratios for this holding |
| COR Cencora, Inc. | COMPLIANT | 1.22% | AAOIFI18.9% Usmani14.0% Dow Jones Islamic20.8% S&P Shariah22.7% MSCI Islamic14.0% MSCI Islamic M-Series22.7% FTSE Shariah14.0% |
| PM Philip Morris International, Inc. | NON_COMPLIANT | 1.21% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| BAC Bank of America Corp. | NON_COMPLIANT | 1.21% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MTB M&T Bank Corp. | NON_COMPLIANT | 1.20% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| CI Cigna Group (The) | NON_COMPLIANT | 1.19% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| DIS Walt Disney Co. (The) | NON_COMPLIANT | 1.19% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| L Loews Corp. | NON_COMPLIANT | 1.16% | AAOIFI40.0% Usmani10.2% Dow Jones Islamic44.3% S&P Shariah47.6% MSCI Islamic10.2% MSCI Islamic M-Series47.6% FTSE Shariah10.2% |
| MRK Merck & Co., Inc. | COMPLIANT | 1.14% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| BKNG Booking Holdings, Inc. | COMPLIANT | 1.13% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MCD McDonald's Corp. | NON_COMPLIANT | 1.12% | AAOIFI29.7% Usmani91.1% Dow Jones Islamic26.3% S&P Shariah27.2% MSCI Islamic91.1% MSCI Islamic M-Series27.2% FTSE Shariah66.5% |
| LH Labcorp Holdings, Inc. | COMPLIANT | 1.11% | AAOIFI25.4% Usmani36.5% Dow Jones Islamic31.6% S&P Shariah33.5% MSCI Islamic36.2% MSCI Islamic M-Series33.5% FTSE Shariah31.6% |
| UNP Union Pacific Corp. | COMPLIANT | 1.06% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| XEL Xcel Energy, Inc. | NON_COMPLIANT | 1.06% | AAOIFI82.6% Usmani47.8% Dow Jones Islamic94.9% S&P Shariah105.9% MSCI Islamic46.3% MSCI Islamic M-Series105.9% FTSE Shariah45.3% |
| WDC Western Digital Corp. | COMPLIANT | 1.06% | AAOIFI0.7% Usmani8.6% Dow Jones Islamic1.8% S&P Shariah2.3% MSCI Islamic8.6% MSCI Islamic M-Series2.3% FTSE Shariah7.6% |
| LOW Lowe's Cos., Inc. | NON_COMPLIANT | 1.03% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| NEE NextEra Energy, Inc. | NON_COMPLIANT | 1.01% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| REGN Regeneron Pharmaceuticals, Inc. | COMPLIANT | 1.00% | AAOIFI2.4% Usmani6.5% Dow Jones Islamic3.0% S&P Shariah2.7% MSCI Islamic4.8% MSCI Islamic M-Series2.7% FTSE Shariah4.8% |
| MAA Mid-America Apartment Communities, Inc. | NON_COMPLIANT | 0.99% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CPAY Corpay, Inc. | NON_COMPLIANT | 0.97% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| EOG EOG Resources, Inc. | COMPLIANT | 0.95% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| FITB Fifth Third Bancorp | NON_COMPLIANT | 0.90% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| CVX Chevron Corp. | COMPLIANT | 0.89% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| EMR Emerson Electric Co. | COMPLIANT | 0.88% | AAOIFI16.2% Usmani32.7% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic32.7% MSCI Islamic M-Series20.6% FTSE Shariah31.1% |
| RTX RTX Corp. | NON_COMPLIANT | 0.86% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| MS Morgan Stanley | NON_COMPLIANT | 0.84% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| SCHW Charles Schwab Corp. (The) | NON_COMPLIANT | 0.83% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| PKG Packaging Corp. of America | COMPLIANT | 0.82% | AAOIFI20.8% Usmani40.0% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic39.9% MSCI Islamic M-Series0.2% FTSE Shariah36.0% |
| PG Procter & Gamble Co. (The) | COMPLIANT | 0.80% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| GD General Dynamics Corp. | NON_COMPLIANT | 0.79% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| COP ConocoPhillips | COMPLIANT | 0.78% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| IBM International Business Machines Corp. | COMPLIANT | 0.78% | AAOIFI29.5% Usmani42.9% Dow Jones Islamic28.2% S&P Shariah32.2% MSCI Islamic42.9% MSCI Islamic M-Series32.2% FTSE Shariah40.8% |
| MSFT Microsoft Corp. | QUESTIONABLE | 0.78% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| HSIC Henry Schein, Inc. | NON_COMPLIANT | 0.77% | AAOIFI36.7% Usmani32.3% Dow Jones Islamic41.6% S&P Shariah41.0% MSCI Islamic32.3% MSCI Islamic M-Series41.0% FTSE Shariah29.2% |
| PSA Public Storage | NON_COMPLIANT | 0.76% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| JBL Jabil, Inc. | COMPLIANT | 0.75% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| POST Post Holdings, Inc. | NON_COMPLIANT | 0.74% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| MIDD Middleby Corp. (The) | NON_COMPLIANT | 0.74% | AAOIFI40.7% Usmani37.3% Dow Jones Islamic27.5% S&P Shariah27.5% MSCI Islamic37.3% MSCI Islamic M-Series27.5% FTSE Shariah36.9% |
| Hayward Holdings, Inc. | UNSCREENED | 0.74% | no in-house ratios for this holding |
| LUV Southwest Airlines Co. | COMPLIANT | 0.74% | AAOIFI36.4% Usmani22.9% Dow Jones Islamic36.4% S&P Shariah38.5% MSCI Islamic22.9% MSCI Islamic M-Series38.5% FTSE Shariah19.7% |
| ADI Analog Devices, Inc. | COMPLIANT | 0.73% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| JB Hunt Transport Services, Inc. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| MTG MGIC Investment Corp. | NON_COMPLIANT | 0.72% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| IQV IQVIA Holdings, Inc. | NON_COMPLIANT | 0.72% | AAOIFI36.7% Usmani55.2% Dow Jones Islamic47.8% S&P Shariah44.8% MSCI Islamic54.4% MSCI Islamic M-Series44.8% FTSE Shariah53.4% |
| MDT Medtronic plc | COMPLIANT | 0.71% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| TRU TransUnion | NON_COMPLIANT | 0.71% | AAOIFI38.2% Usmani47.2% Dow Jones Islamic34.6% S&P Shariah36.4% MSCI Islamic47.2% MSCI Islamic M-Series36.4% FTSE Shariah46.5% |
| REG Regency Centers Corp. | NON_COMPLIANT | 0.71% | AAOIFI36.3% Usmani38.4% Dow Jones Islamic38.6% S&P Shariah41.4% MSCI Islamic38.4% MSCI Islamic M-Series41.4% FTSE Shariah38.4% |
| SW Smurfit Westrock plc | NON_COMPLIANT | 0.70% | AAOIFI61.2% Usmani31.3% Dow Jones Islamic62.7% S&P Shariah90.7% MSCI Islamic31.3% MSCI Islamic M-Series90.7% FTSE Shariah31.3% |
| FDX FedEx Corp. | NON_COMPLIANT | 0.67% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| SLGN Silgan Holdings, Inc. | NON_COMPLIANT | 0.67% | AAOIFI111.4% Usmani50.5% Dow Jones Islamic99.0% S&P Shariah101.1% MSCI Islamic50.5% MSCI Islamic M-Series101.1% FTSE Shariah50.5% |
| NXST Nexstar Media Group, Inc. | NON_COMPLIANT | 0.67% | AAOIFI221.8% Usmani68.2% Dow Jones Islamic222.7% S&P Shariah230.8% MSCI Islamic68.2% MSCI Islamic M-Series230.8% FTSE Shariah66.3% |
| TRV Travelers Cos., Inc. (The) | NON_COMPLIANT | 0.66% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| MDLZ Mondelez International, Inc. | COMPLIANT | 0.66% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| RJF Raymond James Financial, Inc. | NON_COMPLIANT | 0.65% | AAOIFI2.8% Usmani1.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic1.0% MSCI Islamic M-Series3.4% FTSE Shariah1.0% |
| CDW CDW Corp. | NON_COMPLIANT | 0.65% | AAOIFI31.3% Usmani34.6% Dow Jones Islamic29.1% S&P Shariah25.6% MSCI Islamic34.6% MSCI Islamic M-Series25.6% FTSE Shariah33.7% |
| OMC Omnicom Group, Inc. | NON_COMPLIANT | 0.65% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| PCG PG&E Corp. | NON_COMPLIANT | 0.64% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| T AT&T, Inc. | NON_COMPLIANT | 0.64% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| BBY Best Buy Co., Inc. | NON_COMPLIANT | 0.64% | AAOIFI21.7% Usmani25.7% Dow Jones Islamic26.9% S&P Shariah27.3% MSCI Islamic25.7% MSCI Islamic M-Series27.3% FTSE Shariah7.3% |
| CB Chubb Ltd. | NON_COMPLIANT | 0.64% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| HCA HCA Healthcare, Inc. | NON_COMPLIANT | 0.63% | AAOIFI57.2% Usmani82.9% Dow Jones Islamic53.5% S&P Shariah56.7% MSCI Islamic81.7% MSCI Islamic M-Series56.7% FTSE Shariah78.1% |
| elf Beauty, Inc. | UNSCREENED | 0.63% | no in-house ratios for this holding |
| AMH American Homes 4 Rent | NON_COMPLIANT | 0.62% | AAOIFI43.9% Usmani39.1% Dow Jones Islamic43.1% S&P Shariah43.1% MSCI Islamic39.1% MSCI Islamic M-Series43.1% FTSE Shariah39.1% |
| BJ BJ's Wholesale Club Holdings, Inc. | QUESTIONABLE | 0.60% | AAOIFI23.1% Usmani34.7% Dow Jones Islamic21.7% S&P Shariah23.4% MSCI Islamic34.7% MSCI Islamic M-Series23.4% FTSE Shariah7.9% |
| AZO AutoZone, Inc. | COMPLIANT | 0.60% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PFGC Performance Food Group Co. | NON_COMPLIANT | 0.58% | AAOIFI38.5% Usmani41.3% Dow Jones Islamic41.6% S&P Shariah45.7% MSCI Islamic31.7% MSCI Islamic M-Series45.7% FTSE Shariah26.6% |
| COLM Columbia Sportswear Co. | COMPLIANT | 0.58% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| UNH UnitedHealth Group, Inc. | NON_COMPLIANT | 0.56% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| RF Regions Financial Corp. | NON_COMPLIANT | 0.56% | AAOIFI29.4% Usmani4.7% Dow Jones Islamic35.1% S&P Shariah38.7% MSCI Islamic4.7% MSCI Islamic M-Series38.7% FTSE Shariah4.7% |
| First Citizens BancShares, Inc. | UNSCREENED | 0.55% | no in-house ratios for this holding |
| MRSH Marsh & McLennan Cos., Inc. | NON_COMPLIANT | 0.54% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| WMB Williams Cos., Inc. (The) | NON_COMPLIANT | 0.53% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| PPG PPG Industries, Inc. | COMPLIANT | 0.53% | AAOIFI31.6% Usmani34.8% Dow Jones Islamic30.9% S&P Shariah29.1% MSCI Islamic34.7% MSCI Islamic M-Series29.1% FTSE Shariah32.1% |
| KNSL Kinsale Capital Group, Inc. | NON_COMPLIANT | 0.52% | AAOIFI2.6% Usmani3.5% Dow Jones Islamic2.3% S&P Shariah2.3% MSCI Islamic3.5% MSCI Islamic M-Series2.3% FTSE Shariah3.5% |
| EQIX Equinix, Inc. | COMPLIANT | 0.50% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| MLM Martin Marietta Materials, Inc. | COMPLIANT | 0.49% | AAOIFI17.5% Usmani29.8% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic29.8% MSCI Islamic M-Series18.9% FTSE Shariah27.9% |
| MHK Mohawk Industries, Inc. | NON_COMPLIANT | 0.49% | AAOIFI29.9% Usmani17.1% Dow Jones Islamic31.4% S&P Shariah32.2% MSCI Islamic17.1% MSCI Islamic M-Series32.2% FTSE Shariah13.9% |
| KTB Kontoor Brands, Inc. | NON_COMPLIANT | 0.48% | AAOIFI32.9% Usmani47.8% Dow Jones Islamic32.0% S&P Shariah34.6% MSCI Islamic47.8% MSCI Islamic M-Series34.6% FTSE Shariah42.9% |
| ACN Accenture plc | COMPLIANT | 0.48% | AAOIFI7.7% Usmani12.2% Dow Jones Islamic5.0% S&P Shariah4.7% MSCI Islamic12.2% MSCI Islamic M-Series4.7% FTSE Shariah7.5% |
| VRTX Vertex Pharmaceuticals, Inc. | COMPLIANT | 0.44% | AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| QCOM QUALCOMM, Inc. | COMPLIANT | 0.44% | AAOIFI8.3% Usmani25.7% Dow Jones Islamic8.6% S&P Shariah8.7% MSCI Islamic25.7% MSCI Islamic M-Series8.7% FTSE Shariah25.7% |
| AXP American Express Co. | NON_COMPLIANT | 0.43% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| SNX TD SYNNEX Corp. | COMPLIANT | 0.43% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| SBAC SBA Communications Corp. | NON_COMPLIANT | 0.41% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| RYN Rayonier, Inc. | NON_COMPLIANT | 0.40% | AAOIFI34.1% Usmani27.1% Dow Jones Islamic48.4% S&P Shariah51.1% MSCI Islamic26.9% MSCI Islamic M-Series51.1% FTSE Shariah26.6% |
| AON Aon plc | NON_COMPLIANT | 0.40% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| CSL Carlisle Cos., Inc. | COMPLIANT | 0.39% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DRI Darden Restaurants, Inc. | NON_COMPLIANT | 0.39% | AAOIFI25.3% Usmani62.3% Dow Jones Islamic28.6% S&P Shariah30.9% MSCI Islamic48.7% MSCI Islamic M-Series30.9% FTSE Shariah18.1% |
| KMI Kinder Morgan, Inc. | NON_COMPLIANT | 0.38% | AAOIFI46.1% Usmani43.5% Dow Jones Islamic53.0% S&P Shariah61.2% MSCI Islamic43.5% MSCI Islamic M-Series61.2% FTSE Shariah43.5% |
| Booz Allen Hamilton Holding Corp. | UNSCREENED | 0.37% | no in-house ratios for this holding |
| ACGL Arch Capital Group Ltd. | NON_COMPLIANT | 0.36% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WMG Warner Music Group Corp. | NON_COMPLIANT | 0.35% | AAOIFI34.2% Usmani45.9% Dow Jones Islamic15713033.1% S&P Shariah15478978.9% MSCI Islamic45.9% MSCI Islamic M-Series15478978.9% FTSE Shariah43.9% |
| AVB AvalonBay Communities, Inc. | NON_COMPLIANT | 0.35% | AAOIFIfail Usmanifail Dow Jones Islamic— S&P Shariah— MSCI Islamicfail MSCI Islamic M-Series— FTSE Shariahfail |
| TSCO Tractor Supply Co. | NON_COMPLIANT | 0.35% | AAOIFI35.6% Usmani53.8% Dow Jones Islamic25.1% S&P Shariah25.5% MSCI Islamic53.4% MSCI Islamic M-Series25.5% FTSE Shariah17.7% |
| PEG Public Service Enterprise Group, Inc. | NON_COMPLIANT | 0.35% | AAOIFI64.6% Usmani40.3% Dow Jones Islamic59.5% S&P Shariah64.4% MSCI Islamic40.3% MSCI Islamic M-Series64.4% FTSE Shariah40.1% |
| GTES Gates Industrial Corp. plc | NON_COMPLIANT | 0.32% | AAOIFI34.0% Usmani30.2% Dow Jones Islamic38.1% S&P Shariah43.0% MSCI Islamic30.2% MSCI Islamic M-Series43.0% FTSE Shariah30.2% |
| PCTY Paylocity Holding Corp. | NON_COMPLIANT | 0.30% | AAOIFI1.6% Usmani2.7% Dow Jones Islamic1.5% S&P Shariah1.5% MSCI Islamic2.7% MSCI Islamic M-Series1.5% FTSE Shariah1.7% |
| CBRE CBRE Group, Inc. | COMPLIANT | 0.29% | AAOIFI20.1% Usmani27.9% Dow Jones Islamic19.6% S&P Shariah22.3% MSCI Islamic27.2% MSCI Islamic M-Series22.3% FTSE Shariah19.0% |
| OLED Universal Display Corp. | NON_COMPLIANT | 0.29% | AAOIFI0.6% Usmani2.0% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| EQT EQT Corp. | COMPLIANT | 0.26% | AAOIFI16.4% Usmani13.7% Dow Jones Islamic18.1% S&P Shariah21.8% MSCI Islamic13.7% MSCI Islamic M-Series21.8% FTSE Shariah13.7% |
| Andersen Group, Inc. | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CSGP CoStar Group, Inc. | QUESTIONABLE | 0.25% | AAOIFI9.1% Usmani11.4% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic11.3% MSCI Islamic M-Series3.9% FTSE Shariah9.8% |
| BSX Boston Scientific Corp. | COMPLIANT | 0.22% | AAOIFI19.4% Usmani27.9% Dow Jones Islamic10.0% S&P Shariah10.9% MSCI Islamic27.9% MSCI Islamic M-Series10.9% FTSE Shariah27.9% |
| FDXF Fedex Freight Holding Co., Inc. | COMPLIANT | 0.16% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| HST Host Hotels & Resorts, Inc. | NON_COMPLIANT | 0.14% | AAOIFI8.4% Usmani9.6% Dow Jones Islamic10.8% S&P Shariah11.0% MSCI Islamic9.6% MSCI Islamic M-Series11.0% FTSE Shariah9.6% |
| JPMorgan Securities Lending Money Market Fund | UNSCREENED | 0.09% | no in-house ratios for this holding |
The published standards disagree about this fund by 15 points of portfolio weight — 46.0% of it passes AAOIFI, 30.7% 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 46.0% ratios fail on 40.8% 13.3% not rated under AAOIFI
ratios pass on 34.8% ratios fail on 45.7% 19.6% not rated under Usmani
ratios pass on 45.1% ratios fail on 39.9% 15.0% not rated under Dow Jones Islamic
ratios pass on 44.2% ratios fail on 40.9% 15.0% not rated under S&P Shariah
ratios pass on 30.7% ratios fail on 48.6% 20.7% not rated under MSCI Islamic
ratios pass on 44.2% ratios fail on 40.9% 15.0% not rated under MSCI Islamic M-Series
ratios pass on 38.0% ratios fail on 40.9% 21.2% not rated under FTSE Shariah
111 of 120 listed holdings carry our own per-methodology verdicts (93% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 103 (86% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BRK.B Berkshire Hathaway, Inc. | 2.51% |
| WFC Wells Fargo & Co. | 2.38% |
| COF Capital One Financial Corp. | 1.87% |
| STT State Street Corp. | 1.75% |
| HPE Hewlett Packard Enterprise Co. | 1.46% |
| WSC WillScot Holdings Corp. | 1.24% |
| PM Philip Morris International, Inc. | 1.21% |
| BAC Bank of America Corp. | 1.21% |
| MTB M&T Bank Corp. | 1.20% |
| CI Cigna Group (The) | 1.19% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
JPMorgan Value Advantage Fund (JVACX) 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 |
|---|---|---|
| AMZNAmazon.com, Inc. | 5.14% | Questionable |
| AAPLApple, Inc. | 2.79% | Compliant |
| BRK.BBerkshire Hathaway, Inc. | 2.51% | Non-compliant |
| WFCWells Fargo & Co. | 2.38% | Non-compliant |
| ABBVAbbVie, Inc. | 2.11% | Compliant |
| COFCapital One Financial Corp. | 1.87% | Non-compliant |
| TXNTexas Instruments, Inc. | 1.80% | Compliant |
| STTState Street Corp. | 1.75% | Non-compliant |
| JNJJohnson & Johnson | 1.52% | Compliant |
| HPEHewlett Packard Enterprise Co. | 1.46% | Non-compliant |
Top 10 of 120 holdings, 23.3% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for JVACX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 3 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.
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) | 52.30 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 67.96 | NEUTRAL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.08 | BUY |
| ROC (10) | 0.76 | BUY |
| Momentum (10) | 0.31 | BUY |
| EMA (10) | 40.58 | BUY |
| SMA (10) | 40.40 | BUY |
| EMA (20) | 40.71 | BUY |
| SMA (20) | 40.63 | BUY |
| EMA (30) | 40.85 | BUY |
| SMA (30) | 40.97 | SELL |
| EMA (50) | 40.90 | BUY |
| SMA (50) | 41.46 | SELL |
| EMA (100) | 40.35 | BUY |
| SMA (100) | 40.53 | BUY |
| EMA (200) | 38.92 | BUY |
| SMA (200) | 38.88 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.