MASHINIi

JPMorgan U.S. Sustainable Leaders Fund

JIISX · JPMorgan

Is JPMorgan U.S. Sustainable Leaders Fund Ethical?

Ethics Rating

Mixed.

Score: -9.7

This fund aims to invest in sustainable leaders, screening companies on a broad range of environmental, social, and governance criteria. The portfolio is heavily weighted towards the technology and software sectors, with significant holdings in financial services and healthcare. Holdings often show strengths in community engagement and some workplace policies. However, significant ethical challenges are present across the portfolio. Several companies have ties to military and defense contracts, and recurring issues include rising greenhouse gas emissions, data privacy violations, and regulatory fines for anticompetitive practices.

Mandate Alignment

How well does this fund deliver on what it claims?

-9.7
Planet-Friendly Business-26.7
Honest & Fair Business-13.6
No War, No Weapons-29.5
Fair Pay & Worker Respect1.7
Better Health for All-0.2
Safe & Smart Tech-21.1
Kind to Animals-0.8
Respect for Cultures & Communities8.5
Fair Money & Economic Opportunity-3.9
Fair Trade & Ethical Sourcing-1.7
Zero Waste & Sustainable Products-19.6

Top Holdings

CompanyWeightScoreRating
NVIDIA Corp.NVDA.US9.24%-10.0Mixed
Microsoft Corp.MSFT.US7.86%-5.0Mixed
Amazon.com, Inc.AMZN.US6.46%-25.0Mixed
Alphabet, Inc.GOOGL.US4.97%-29.0Mixed
Apple, Inc.AAPL.US4.83%-3.0Mixed
Mastercard, Inc.MA.US3.56%4.0Mixed
AbbVie, Inc.ABBV.US2.66%-5.0Mixed
Broadcom, Inc.AVGO.US2.21%-4.0Mixed
Wells Fargo & Co.WFC.US1.82%-16.0Mixed
Tesla, Inc.TSLA.US1.62%-14.0Mixed
Lowe's Cos., Inc.LOW.US1.57%-16.0Mixed
Bank of America Corp.BAC.US1.50%-20.0Mixed
Trane Technologies plcTT.US1.49%-2.0Mixed
NextEra Energy, Inc.NEE.US1.48%-13.0Mixed
Intuit, Inc.INTU.US1.44%-9.0Mixed
Arthur J Gallagher & Co.AJG.US1.42%-2.0Mixed
Howmet Aerospace, Inc.HWM.US1.39%0.0Mixed
Walt Disney Co. (The)DIS.US1.38%-3.0Mixed
Charles Schwab Corp. (The)SCHW.US1.36%-6.0Mixed
Danaher Corp.DHR.US1.32%-4.0Mixed
UnitedHealth Group, Inc.UNH.US1.28%-15.0Mixed
Procter & Gamble Co. (The)PG.US1.26%-3.0Mixed
Linde plcLIN.US1.26%-8.0Mixed
Netflix, Inc.NFLX.US1.19%-8.0Mixed
AT&T, Inc.T.US1.17%-24.0Mixed
Amphenol Corp.APH.US1.14%-16.0Mixed
Ingersoll Rand, Inc.IR.US1.10%-3.0Mixed
Stryker Corp.SYK.US1.08%-20.0Mixed
Ecolab, Inc.ECL.US1.07%-4.0Mixed
Bristol-Myers Squibb Co.BMY.US1.07%-18.0Mixed
ServiceNow, Inc.NOW.US1.06%-9.0Mixed
Analog Devices, Inc.ADI.US1.01%-15.0Mixed
Aon plcAON.US1.00%-10.0Mixed
Emerson Electric Co.EMR.US0.98%-16.0Mixed
Edwards Lifesciences Corp.EW.US0.96%-6.0Mixed
Vertex Pharmaceuticals, Inc.VRTX.US0.95%-4.0Mixed
Regeneron Pharmaceuticals, Inc.REGN.US0.95%-8.0Mixed
American Tower Corp.AMT.US0.94%-7.0Mixed
NXP Semiconductors NVNXPI.US0.91%1.0Mixed
Corpay, Inc.CPAY.US0.87%-9.0Mixed
Texas Instruments, Inc.TXN.US0.87%-7.0Mixed
Eli Lilly & Co.LLY.US0.86%4.0Mixed
Oracle Corp.ORCL.US0.85%-16.0Mixed
Chipotle Mexican Grill, Inc.CMG.US0.84%-11.0Mixed
American Express Co.AXP.US0.81%0.0Mixed
Roper Technologies, Inc.ROP.US0.79%-15.0Mixed
United Rentals, Inc.URI.US0.74%0.0Mixed
Medtronic plcMDT.US0.73%-9.0Mixed
Equinix, Inc.EQIX.US0.72%-2.0Mixed
Apollo Global Management, Inc.APO.US0.70%-12.0Mixed
Ventas, Inc.VTR.US0.69%-5.0Mixed
Fifth Third BancorpFITB.US0.64%-10.0Mixed
DoorDash, Inc.DASH.US0.63%-13.0Mixed
Cadence Design Systems, Inc.CDNS.US0.62%3.0Mixed
PG&E Corp.PCG.US0.53%-5.0Mixed
Church & Dwight Co., Inc.CHD.US0.48%-13.0Mixed
Warner Music Group Corp.WMG.US0.35%-15.0Mixed

Common Questions

How does JPMorgan U.S. Sustainable Leaders Fund score in an ethics audit?

JPMorgan U.S. Sustainable Leaders Fund received a “Mixed” ethics rating from Mashinii. We audited 61 of the fund's top 62 holdings across 11 ethical dimensions using court filings, investigative reports, and NGO data.

What are the most controversial companies in JIISX?

Among the holdings we audited, Alphabet, Inc., Amazon.com, Inc., AT&T, Inc. scored lowest in our ethics assessment. These scores are based on court records, regulatory actions, and investigative journalism.

How many companies in JIISX have ethical issues?

We audited 61 of 62 top holdings across 11 dimensions. Sign up to see individual company scores and ratings.

How does Mashinii audit JPMorgan U.S. Sustainable Leaders Fund?

We identify the fund's top holdings from public filings, then score each company across 11 ethical dimensions — including human rights, environmental damage, corruption, and labour practices. Our data comes from court records, investigative journalism, and NGO reports. Learn more about our methodology.

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AI-generated analysis based on publicly available data. Not financial advice. Ratings are expressions of opinion derived from automated models and may contain inaccuracies. See our Risk Disclosure for full details.