Verdicts genuinely change. Free email alert the moment OBDCX'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 Core Plus Bond Fund · JPMorgan Trust II
2,880 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 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 51.86% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 46% turns out to be. Matching more holdings can only raise this share, never lower it.
37.37% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
2,880 holdings, 1,480 matched (54% of weight). Portfolio as of 2026-05-31, filed 2026-07-28. Source: SEC Form N-PORT.
7.87% of this portfolio’s income is non-permissible — weighted across holdings, computed over 10% of portfolio weight (413 of 2880 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.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| JPMorgan Prime Money Market Fund | UNSCREENED | 5.84% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.34% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 1.01% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.95% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.84% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.74% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.69% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.64% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.48% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.45% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.43% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.42% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.41% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| FNMA, Grantor Trust | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| Liberty 2026- Srt Frn | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Equify Financial LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| Multi-Family Connecticut Avenue Securities Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| FNMA/FHLMC | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Diversified Gas & Oil Corp. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| vMobo, Inc. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| C Citigroup, Inc. | NON_COMPLIANT | 0.21% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| FNMA | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| Jonah LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| NRM FHT1 Excess Owner LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Grit Parent, Inc. | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Mars, Inc. | UNSCREENED | 0.19% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 0.19% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| FHLMC Pool | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Triad Properties Corp. | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| NGF Holdings LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Credit Acceptance Auto Loan Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| SRT Issuer II LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SRT Issuer I LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| Prometheus sep29 | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Al 2026-1b (R) Eec oct29 | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FMC GMSR Issuer Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Ista Jet Seri | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Multi-Family Connecticut Avenue Securities Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| ABL | UNSCREENED | 0.15% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Jonah Energy Abs I LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Credit Acceptance Auto Loan Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Triad Holdings III LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| RCKT Mortgage Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| EXE Expand Energy Corp. | COMPLIANT | 0.14% | AAOIFI22.5% Usmani17.3% Dow Jones Islamic22.5% S&P Shariah27.7% MSCI Islamic17.3% MSCI Islamic M-Series27.7% FTSE Shariah17.0% |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.14% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| ReadyCap Holdings LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| Avolon Holdings Funding Ltd. | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Exeter Automobile Receivables Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FREMF 2020-K740 Mortgage Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Mars, Inc. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| Credit Acceptance Auto Loan Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Jonah Energy ABS II LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Bridgecrest Lending Auto Securitization Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| RFT TRUST | UNSCREENED | 0.13% | no in-house ratios for this holding |
| HSBA.L HSBC Holdings plc | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Exeter Automobile Receivables Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| GGAM Master Trust International Ltd. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Santander UK Group Holdings plc | UNSCREENED | 0.13% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| ABT Abbott Laboratories | COMPLIANT | 0.13% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| Santander Drive Auto Receivables Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FHLMC Seasoned Credit Risk Transfer Trust | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| BAC Bank of America Corp. | NON_COMPLIANT | 0.12% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| FREMF Mortgage Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Seasoned Loans Structured Transaction Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FirstKey Homes Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.12% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| Purewest ABS Issuer LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 0.12% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| FNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| Beignet Investor LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Pacific Gas and Electric Co. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| Cheniere Energy Partners LP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| Credit One Ltd. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Vistra Operations Co. LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CCO Holdings LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| BG Beta I Ltd. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Glencore Funding LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| RD Michigan Property Owner I LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GS Mortgage Securities Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| C Citigroup, Inc. | NON_COMPLIANT | 0.12% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| Vistra Operations Co. LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| P2 | UNSCREENED | 0.11% | no in-house ratios for this holding |
| RY Royal Bank of Canada | COMPLIANT | 0.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FNMA | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Ej Hugoton 10.289 | UNSCREENED | 0.11% | no in-house ratios for this holding |
| AMGN Amgen, Inc. | COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Towd Point Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| Imperial Brands Finance plc | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FHLMC Seasoned Credit Risk Transfer Trust | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| Great Ajax Operating Partnership LP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 0.11% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Ford Motor Credit Co. LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CSTL Commercial Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| Multi-Family Connecticut Avenue Securities Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ABR Arbor Realty Trust, Inc. | NON_COMPLIANT | 0.11% | AAOIFI1134.7% Usmani77.4% Dow Jones Islamic665.1% S&P Shariah640.2% MSCI Islamic77.4% MSCI Islamic M-Series640.2% FTSE Shariah77.4% |
| Seasoned Credit Risk Transfer Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| HSBA.L HSBC Holdings plc | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HSBA.L HSBC Holdings plc | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HCFT | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ORCL Oracle Corp. | NON_COMPLIANT | 0.11% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| FHLMC | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 0.11% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Santander Drive Auto Receivables Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Bridgecrest Lending Auto Securitization Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Credit Acceptance Auto Loan Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.11% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| FREMF Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FW Energy Asset Issuer LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Bridgecrest Lending Auto Securitization Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Diversified ABS LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Charter Communications Operating LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| HSBA.L HSBC Holdings plc | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Ford Motor Credit Co. LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Berry Global, Inc. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| BARC.L Barclays plc | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.10% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| FHLMC Pool | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| SBALR Commercial Mortgage Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| AVGO Broadcom, Inc. | COMPLIANT | 0.10% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FirstKey Homes Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 0.10% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 0.10% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| MRCD MARK Mortgage Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| AMSR Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| JBS NV | UNSCREENED | 0.10% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| BBVA.MC Banco Bilbao Vizcaya Argentaria SA | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| Mars, Inc. | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Mercury Financial Credit Card Master Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Pagaya AI Technology in Housing Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| Goodleap LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| ReadyCap Holdings LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| VistaJet Pass Through Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| META Meta Platforms, Inc. | QUESTIONABLE | 0.10% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| FNMA | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| Upstart Frn | UNSCREENED | 0.09% | no in-house ratios for this holding |
| C Citigroup, Inc. | NON_COMPLIANT | 0.09% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| FNMA | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 0.09% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| FHLMC Pool | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Identity Digital Capital LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| FREMF Mortgage Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BG Beta I Ltd. | UNSCREENED | 0.09% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.09% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| SAN.MC Banco Santander SA | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GPN Global Payments, Inc. | NON_COMPLIANT | 0.09% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| FNMA | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 3.9% of it passes Dow Jones Islamic, 2.5% 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 3.7% ratios fail on 13.1% 84.2% not rated under AAOIFI
ratios pass on 2.5% ratios fail on 9.8% 88.7% not rated under Usmani
ratios pass on 3.9% ratios fail on 12.8% 84.3% not rated under Dow Jones Islamic
ratios pass on 3.4% ratios fail on 13.2% 84.4% not rated under S&P Shariah
ratios pass on 2.5% ratios fail on 9.8% 88.7% not rated under MSCI Islamic
ratios pass on 3.4% ratios fail on 13.3% 84.3% not rated under MSCI Islamic M-Series
ratios pass on 2.8% ratios fail on 9.6% 88.7% not rated under FTSE Shariah
244 of 2,880 listed holdings carry our own per-methodology verdicts (18% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 186 (13% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| United States of America | 1.34% |
| GNMA | 1.01% |
| United States of America | 0.95% |
| United States of America | 0.84% |
| United States of America | 0.74% |
| United States of America | 0.69% |
| United States of America | 0.64% |
| United States of America | 0.48% |
| United States of America | 0.45% |
| United States of America | 0.43% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
JPMorgan Core Plus Bond Fund (OBDCX) 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 Prime Money Market Fundnot matched to a ticker | 5.84% | Not screened |
| United States of Americanot matched to a ticker | 1.34% | Non-compliant |
| GNMAnot matched to a ticker | 1.01% | Non-compliant |
| United States of Americanot matched to a ticker | 0.95% | Non-compliant |
| United States of Americanot matched to a ticker | 0.84% | Non-compliant |
| United States of Americanot matched to a ticker | 0.74% | Non-compliant |
| United States of Americanot matched to a ticker | 0.69% | Non-compliant |
| United States of Americanot matched to a ticker | 0.64% | Non-compliant |
| United States of Americanot matched to a ticker | 0.48% | Non-compliant |
| United States of Americanot matched to a ticker | 0.45% | Non-compliant |
Top 10 of 2880 holdings, 13.0% 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 OBDCX. 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) | 35.50 | NEUTRAL |
| Stochastic %K (14) | 22.27 | NEUTRAL |
| CCI (20) | -44.05 | NEUTRAL |
| Williams %R (14) | -77.73 | NEUTRAL |
| MACD (12,26,9) | 0.00 | BUY |
| ROC (10) | -0.36 | SELL |
| Momentum (10) | -0.03 | SELL |
| EMA (10) | 6.97 | BUY |
| SMA (10) | 6.96 | BUY |
| EMA (20) | 7.00 | SELL |
| SMA (20) | 7.00 | SELL |
| EMA (30) | 7.03 | SELL |
| SMA (30) | 7.04 | SELL |
| EMA (50) | 7.06 | SELL |
| SMA (50) | 7.09 | SELL |
| EMA (100) | 7.10 | SELL |
| SMA (100) | 7.13 | SELL |
| EMA (200) | 7.14 | SELL |
| SMA (200) | 7.16 | 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.