MASHINIi

JPMorgan Research Market Neutral Fund

JMNSX · JPMorgan

Is JPMorgan Research Market Neutral Fund Ethical?

Ethics Rating

Mixed.

Score: -18.9

This fund aims to invest according to a wide range of ethical mandates, from environmental sustainability to fair labor and community respect. The portfolio is broadly diversified, holding companies across the technology, financial services, industrial, and consumer sectors. Many of its holdings are recognized for positive community engagement and contributions to health and wellness programs. However, several companies in the fund face significant regulatory and legal challenges, including antitrust lawsuits, consumer protection fines, and data privacy breaches. Other recurring issues include ties to the defense industry, high greenhouse gas emissions, and violations related to waste disposal.

Mandate Alignment

How well does this fund deliver on what it claims?

-18.9
Planet-Friendly Business-12.6
Honest & Fair Business-17.2
No War, No Weapons-19.0
Fair Pay & Worker Respect-15.2
Better Health for All16.3
Safe & Smart Tech-39.1
Kind to Animals-56.9
Respect for Cultures & Communities8.5
Fair Money & Economic Opportunity-34.7
Fair Trade & Ethical Sourcing-1.4
Zero Waste & Sustainable Products-36.4

Top Holdings

CompanyWeightScoreRating
Corpay, Inc.CPAY.US1.81%-9.0Mixed
NVIDIA Corp.NVDA.US1.51%-10.0Mixed
Entergy Corp.ETR.US1.46%-6.0Mixed
Trane Technologies plcTT.US1.45%-2.0Mixed
Arthur J Gallagher & Co.AJG.US1.44%-2.0Mixed
Mastercard, Inc.MA.US1.38%4.0Mixed
Lowe's Cos., Inc.LOW.US1.33%-16.0Mixed
Southern Co. (The)SO.US1.22%-6.0Mixed
NextEra Energy, Inc.NEE.US1.22%-13.0Mixed
RTX Corp.RTX.US1.20%-15.0Mixed
3M Co.MMM.US1.18%-22.0Mixed
Walt Disney Co. (The)DIS.US1.04%-3.0Mixed
Amazon.com, Inc.AMZN.US1.04%-25.0Mixed
SempraSRE.US1.01%-4.0Mixed
TransDigm Group, Inc.TDG.US0.97%-17.0Mixed
Johnson & JohnsonJNJ.US0.96%-4.0Mixed
Howmet Aerospace, Inc.HWM.US0.92%0.0Mixed
Xcel Energy, Inc.XEL.US0.90%-9.0Mixed
Meta Platforms, Inc.META.US0.89%-39.0Poor
Amphenol Corp.APH.US0.88%-16.0Mixed
Progressive Corp. (The)PGR.US0.87%-8.0Mixed
Apollo Global Management, Inc.APO.US0.87%-12.0Mixed
Intuit, Inc.INTU.US0.86%-9.0Mixed
AutoZone, Inc.AZO.US0.84%-19.0Mixed
Yum! Brands, Inc.YUM.US0.83%-16.0Mixed
McDonald's Corp.MCD.US0.82%-18.0Mixed
Walmart, Inc.WMT.US0.81%-22.0Mixed
Fifth Third BancorpFITB.US0.79%-10.0Mixed
Wells Fargo & Co.WFC.US0.79%-16.0Mixed
Omnicom Group, Inc.OMC.US0.77%-3.0Mixed
Broadcom, Inc.AVGO.US0.76%-4.0Mixed
UnitedHealth Group, Inc.UNH.US0.76%-15.0Mixed
AbbVie, Inc.ABBV.US0.75%-5.0Mixed
NXP Semiconductors NVNXPI.US0.74%1.0Mixed
CSX Corp.CSX.US0.70%-7.0Mixed
Microsoft Corp.MSFT.US0.69%-5.0Mixed
Dominion Energy, Inc.D.US0.67%-7.0Mixed
Church & Dwight Co., Inc.CHD.US0.67%-13.0Mixed
Ventas, Inc.VTR.US0.67%-5.0Mixed
Warner Music Group Corp.WMG.US0.65%-15.0Mixed
Ecolab, Inc.ECL.US0.65%-4.0Mixed
O'Reilly Automotive, Inc.ORLY.US0.64%-7.0Mixed
US BancorpUSB.US0.64%-6.0Mixed
Regeneron Pharmaceuticals, Inc.REGN.US0.62%-8.0Mixed
Texas Instruments, Inc.TXN.US0.62%-7.0Mixed
General Motors Co.GM.US0.62%-20.0Mixed
Boston Scientific Corp.BSX.US0.62%10.0Mixed
Equinix, Inc.EQIX.US0.61%-2.0Mixed
Targa Resources Corp.TRGP.US0.60%-14.0Mixed
EOG Resources, Inc.EOG.US0.59%-5.0Mixed
Regions Financial Corp.RF.US0.59%-11.0Mixed
Vertex Pharmaceuticals, Inc.VRTX.US0.59%-4.0Mixed
Hewlett Packard Enterprise Co.HPE.US0.58%-6.0Mixed
LPL Financial Holdings, Inc.LPLA.US0.58%-8.0Mixed
Cadence Design Systems, Inc.CDNS.US0.58%3.0Mixed
Ameren Corp.AEE.US0.58%3.0Mixed
EQT Corp.EQT.US0.56%-5.0Mixed
Stryker Corp.SYK.US0.55%-20.0Mixed
NIKE, Inc.NKE.US0.55%-9.0Mixed
Western Digital Corp.WDC.US0.55%-6.0Mixed
Citigroup, Inc.C.US0.55%-31.0Poor
Aon plcAON.US0.53%-10.0Mixed
Live Nation Entertainment, Inc.LYV.US0.53%-15.0Mixed
Charles Schwab Corp. (The)SCHW.US0.53%-6.0Mixed
Baker Hughes Co.BKR.US0.52%-17.0Mixed
Danaher Corp.DHR.US0.50%-4.0Mixed
Arista Networks, Inc.ANET.US0.49%-6.0Mixed
PPG Industries, Inc.PPG.US0.49%-18.0Mixed
Carnival Corp.CCL.US0.49%-18.0Mixed
PepsiCo, Inc.PEP.US0.48%-25.0Mixed
Autodesk, Inc.ADSK.US0.48%10.0Mixed
Ross Stores, Inc.ROST.US0.47%-5.0Mixed
United Rentals, Inc.URI.US0.47%0.0Mixed
Bristol-Myers Squibb Co.BMY.US0.46%-18.0Mixed
State Street Corp.STT.US0.46%-12.0Mixed
Capital One Financial Corp.COF.US0.45%-5.0Mixed
Dover Corp.DOV.US0.45%3.0Mixed
Fiserv, Inc.FI.US0.44%-13.0Mixed
American Tower Corp.AMT.US0.44%-7.0Mixed
Extra Space Storage, Inc.EXR.US0.44%-6.0Mixed
Agilent Technologies, Inc.A.US0.42%-3.0Mixed
MSCI, Inc.MSCI.US0.42%-2.0Mixed
Jack Henry & Associates, Inc.JKHY.US0.42%-2.0Mixed
Chipotle Mexican Grill, Inc.CMG.US0.41%-11.0Mixed
ASML Holding NVASML.US0.40%-19.0Mixed
Universal Display Corp.OLED.US0.40%-2.0Mixed
Accenture plcACN.US0.39%-10.0Mixed
Chubb Ltd.CB.US0.36%-5.0Mixed
Ameriprise Financial, Inc.AMP.US0.36%-18.0Mixed
DoorDash, Inc.DASH.US0.36%-13.0Mixed
Martin Marietta Materials, Inc.MLM.US0.36%-15.0Mixed
Ingersoll Rand, Inc.IR.US0.36%-3.0Mixed
HCA Healthcare, Inc.HCA.US0.35%-7.0Mixed
CME Group, Inc.CME.US0.35%2.0Mixed
Williams Cos., Inc. (The)WMB.US0.34%-12.0Mixed
Molina Healthcare, Inc.MOH.US0.34%-4.0Mixed
Edwards Lifesciences Corp.EW.US0.34%-6.0Mixed
IDEX Corp.IEX.US0.33%-3.0Mixed
Biogen, Inc.BIIB.US0.33%-8.0Mixed
Corning, Inc.GLW.US0.32%-5.0Mixed
Seagate Technology Holdings plcSTX.US0.32%-10.0Mixed
Oracle Corp.ORCL.US0.31%-16.0Mixed
Affirm Holdings, Inc.AFRM.US0.31%-3.0Mixed
Waste Connections, Inc.WCN.US0.30%-10.0Mixed
TC Energy Corp.TRP.US0.30%-12.0Mixed
Neurocrine Biosciences, Inc.NBIX.US0.29%1.0Mixed
Medtronic plcMDT.US0.28%-9.0Mixed
Masco Corp.MAS.US0.28%-4.0Mixed
Skyworks Solutions, Inc.SWKS.US0.27%-4.0Mixed
Analog Devices, Inc.ADI.US0.27%-15.0Mixed
Dexcom, Inc.DXCM.US0.26%-3.0Mixed
Tractor Supply Co.TSCO.US0.26%-15.0Mixed
Waters Corp.WAT.US0.24%-4.0Mixed
Keysight Technologies, Inc.KEYS.US0.23%-5.0Mixed
Emerson Electric Co.EMR.US0.22%-16.0Mixed
Micron Technology, Inc.MU.US0.21%-10.0Mixed
Roper Technologies, Inc.ROP.US0.20%-15.0Mixed
Exxon Mobil Corp.XOM.US0.20%-20.0Mixed
Thermo Fisher Scientific, Inc.TMO.US0.19%-15.0Mixed
Arch Capital Group Ltd.ACGL.US0.18%-5.0Mixed
Best Buy Co., Inc.BBY.US0.17%-8.0Mixed
IQVIA Holdings, Inc.IQV.US0.17%-2.0Mixed
Saia, Inc.SAIA.US0.16%-14.0Mixed
UDR, Inc.UDR.US0.15%-1.0Mixed
HP, Inc.HPQ.US0.15%-8.0Mixed
ServiceNow, Inc.NOW.US0.15%-9.0Mixed
Expedia Group, Inc.EXPE.US0.15%-3.0Mixed
Mondelez International, Inc.MDLZ.US0.14%-21.0Mixed
Eaton Corp. plcETN.US0.14%-9.0Mixed
Deere & Co.DE.US0.14%-14.0Mixed
NiSource, Inc.NI.US0.13%-1.0Mixed
Shopify, Inc.SHOP.US0.12%-16.0Mixed
Diamondback Energy, Inc.FANG.US0.12%-3.0Mixed
Delta Air Lines, Inc.DAL.US0.11%-3.0Mixed
AT&T, Inc.T.US0.11%-24.0Mixed
WEX, Inc.WEX.US0.10%-10.0Mixed
Morgan StanleyMS.US0.10%-21.0Mixed
United Airlines Holdings, Inc.UAL.US0.10%-17.0Mixed
Fortinet, Inc.FTNT.US0.09%-4.0Mixed
Microchip Technology, Inc.MCHP.US0.07%-2.0Mixed
AGCO Corp.AGCO.US0.07%0.0Mixed
ON Semiconductor Corp.ON.US0.07%-7.0Mixed
Keurig Dr Pepper, Inc.KDP.US0.07%-8.0Mixed
FedEx Corp.FDX.US0.07%-4.0Mixed
PTC, Inc.PTC.US0.05%-6.0Mixed
BioMarin Pharmaceutical, Inc.BMRN.US0.05%-9.0Mixed
Marathon Petroleum Corp.MPC.US0.05%-31.0Poor
Comcast Corp.CMCSA.US0.05%-13.0Mixed
Lam Research Corp.LRCX.US-0.04%-5.0Mixed
Lyft, Inc.LYFT.US-0.05%-25.0Mixed
Valero Energy Corp.VLO.US-0.05%-7.0Mixed
MongoDB, Inc.MDB.US-0.05%-6.0Mixed
General Dynamics Corp.GD.US-0.06%-14.0Mixed
United Parcel Service, Inc.UPS.US-0.06%-13.0Mixed
Monster Beverage Corp.MNST.US-0.06%-20.0Mixed
Stanley Black & Decker, Inc.SWK.US-0.07%-10.0Mixed
Parker-Hannifin Corp.PH.US-0.08%-11.0Mixed
Cigna Group (The)CI.US-0.10%-6.0Mixed
DR Horton, Inc.DHI.US-0.10%-15.0Mixed
PACCAR, Inc.PCAR.US-0.10%-16.0Mixed
Sirius XM Holdings, Inc.SIRI.US-0.10%-8.0Mixed
Northrop Grumman Corp.NOC.US-0.11%-25.0Mixed
Coca-Cola Co. (The)KO.US-0.12%-18.0Mixed
Labcorp Holdings, Inc.LH.US-0.13%-16.0Mixed
FactSet Research Systems, Inc.FDS.US-0.13%2.0Mixed
Caterpillar, Inc.CAT.US-0.14%-21.0Mixed
Old Dominion Freight Line, Inc.ODFL.US-0.15%-15.0Mixed
Airbnb, Inc.ABNB.US-0.15%-14.0Mixed
Intuitive Surgical, Inc.ISRG.US-0.15%14.0Mixed
AvalonBay Communities, Inc.AVB.US-0.15%-2.0Mixed
Paycom Software, Inc.PAYC.US-0.16%-4.0Mixed
NVR, Inc.NVR.US-0.17%-13.0Mixed
Conagra Brands, Inc.CAG.US-0.17%-7.0Mixed
Goldman Sachs Group, Inc. (The)GS.US-0.21%-26.0Mixed
Tesla, Inc.TSLA.US-0.21%-14.0Mixed
Clorox Co. (The)CLX.US-0.21%-8.0Mixed
Coterra Energy, Inc.CTRA.US-0.21%-4.0Mixed
Berkshire Hathaway, Inc.BRK-B.US-0.22%-17.0Mixed
KLA Corp.KLAC.US-0.23%-5.0Mixed
Iron Mountain, Inc.IRM.US-0.23%-6.0Mixed
Salesforce, Inc.CRM.US-0.23%-3.0Mixed
Abbott LaboratoriesABT.US-0.23%-11.0Mixed
Northern Trust Corp.NTRS.US-0.23%-15.0Mixed
Applied Materials, Inc.AMAT.US-0.24%-8.0Mixed
Henry Schein, Inc.HSIC.US-0.25%-15.0Mixed
Dollar General Corp.DG.US-0.25%-15.0Mixed
Synopsys, Inc.SNPS.US-0.28%-6.0Mixed
Pinnacle West Capital Corp.PNW.US-0.29%-15.0Mixed
Verisk Analytics, Inc.VRSK.US-0.29%5.0Mixed
General Mills, Inc.GIS.US-0.29%-7.0Mixed
NetApp, Inc.NTAP.US-0.30%-2.0Mixed
Moderna, Inc.MRNA.US-0.30%-9.0Mixed
Kraft Heinz Co. (The)KHC.US-0.31%-14.0Mixed
Pool Corp.POOL.US-0.31%0.0Mixed
ICON plcICLR.US-0.31%-7.0Mixed
RenaissanceRe Holdings Ltd.RNR.US-0.32%4.0Mixed
Royal Caribbean Cruises Ltd.RCL.US-0.32%0.0Mixed
Procter & Gamble Co. (The)PG.US-0.32%-3.0Mixed
Kinder Morgan, Inc.KMI.US-0.33%-25.0Mixed
Palo Alto Networks, Inc.PANW.US-0.34%-5.0Mixed
Bruker Corp.BRKR.US-0.34%-18.0Mixed
Tradeweb Markets, Inc.TW.US-0.34%-6.0Mixed
ARM Holdings plcARM.US-0.34%-4.0Mixed
Centene Corp.CNC.US-0.34%-19.0Mixed
Molson Coors Beverage Co.TAP.US-0.35%-7.0Mixed
TJX Cos., Inc. (The)TJX.US-0.36%-29.0Mixed
Intel Corp.INTC.US-0.36%1.0Mixed
Halliburton Co.HAL.US-0.37%-26.0Mixed
Incyte Corp.INCY.US-0.38%-14.0Mixed
Cboe Global Markets, Inc.CBOE.US-0.39%3.0Mixed
CVS Health Corp.CVS.US-0.39%-25.0Mixed
Zimmer Biomet Holdings, Inc.ZBH.US-0.40%-6.0Mixed
Western Union Co. (The)WU.US-0.40%-10.0Mixed
Devon Energy Corp.DVN.US-0.40%0.0Mixed
Gilead Sciences, Inc.GILD.US-0.41%-15.0Mixed
Adobe, Inc.ADBE.US-0.41%2.0Mixed
APA Corp.APA.US-0.42%-21.0Mixed
Willis Towers Watson plcWTW.US-0.44%-4.0Mixed
International Paper Co.IP.US-0.44%-14.0Mixed
Lennox International, Inc.LII.US-0.44%-1.0Mixed
Illumina, Inc.ILMN.US-0.44%-12.0Mixed
Public StoragePSA.US-0.44%1.0Mixed
Carlyle Group, Inc. (The)CG.US-0.45%-14.0Mixed
Eastman Chemical Co.EMN.US-0.45%-12.0Mixed
NNN REIT, Inc.NNN.US-0.45%-4.0Mixed
Simon Property Group, Inc.SPG.US-0.47%-9.0Mixed
Fair Isaac Corp.FICO.US-0.47%-5.0Mixed
Elevance Health, Inc.ELV.US-0.47%-1.0Mixed
Alphabet, Inc.GOOGL.US-0.48%-29.0Mixed
ONEOK, Inc.OKE.US-0.50%-4.0Mixed
Veralto Corp.VLTO.US-0.55%4.0Mixed
Rockwell Automation, Inc.ROK.US-0.56%-9.0Mixed
Pfizer, Inc.PFE.US-0.58%-19.0Mixed
Blackrock, Inc.BLK.US-0.58%-13.0Mixed
WEC Energy Group, Inc.WEC.US-0.58%-11.0Mixed
Edison InternationalEIX.US-0.61%-5.0Mixed
Workday, Inc.WDAY.US-0.62%-5.0Mixed
Dollar Tree, Inc.DLTR.US-0.63%-25.0Mixed
Republic Services, Inc.RSG.US-0.63%-11.0Mixed
T-Mobile US, Inc.TMUS.US-0.65%-5.0Mixed
Merck & Co., Inc.MRK.US-0.65%2.0Mixed
Cintas Corp.CTAS.US-0.66%-2.0Mixed
Synchrony FinancialSYF.US-0.66%-6.0Mixed
Realty Income Corp.O.US-0.68%2.0Mixed
Booz Allen Hamilton Holding Corp.BAH.US-0.70%-10.0Mixed
Air Products and Chemicals, Inc.APD.US-0.72%-10.0Mixed
Ford Motor Co.F.US-0.72%-9.0Mixed
Occidental Petroleum Corp.OXY.US-0.72%-11.0Mixed
Citizens Financial Group, Inc.CFG.US-0.73%-10.0Mixed
Eli Lilly & Co.LLY.US-0.74%4.0Mixed
Home Depot, Inc. (The)HD.US-0.74%-20.0Mixed
Fastenal Co.FAST.US-0.75%-5.0Mixed
Honeywell International, Inc.HON.US-0.76%4.0Mixed
KeyCorpKEY.US-0.76%2.0Mixed
Revvity, Inc.RVTY.US-0.78%-9.0Mixed
Uber Technologies, Inc.UBER.US-0.78%-24.0Mixed
Otis Worldwide Corp.OTIS.US-0.79%-5.0Mixed
Amgen, Inc.AMGN.US-0.82%-7.0Mixed
Lockheed Martin Corp.LMT.US-0.84%-14.0Mixed
Aflac, Inc.AFL.US-0.84%-5.0Mixed
Sandisk Corp.SNDK.US-0.84%-20.0Mixed
Moody's Corp.MCO.US-0.84%5.0Mixed
Snap-on, Inc.SNA.US-0.87%-7.0Mixed
Paychex, Inc.PAYX.US-0.89%-6.0Mixed
WR Berkley Corp.WRB.US-0.89%-4.0Mixed
PPL Corp.PPL.US-0.89%-7.0Mixed
Exelon Corp.EXC.US-0.90%-9.0Mixed
Teradyne, Inc.TER.US-0.94%-5.0Mixed
Waste Management, Inc.WM.US-0.95%-5.0Mixed
PayPal Holdings, Inc.PYPL.US-1.00%6.0Mixed
Eversource EnergyES.US-1.02%-6.0Mixed
eBay, Inc.EBAY.US-1.03%-8.0Mixed
Apple, Inc.AAPL.US-1.05%-3.0Mixed
Kroger Co. (The)KR.US-1.06%-24.0Mixed
Fox Corp.FOXA.US-1.08%-25.0Mixed
American Electric Power Co., Inc.AEP.US-1.09%-15.0Mixed
Franklin Resources, Inc.BEN.US-1.10%-9.0Mixed
Starbucks Corp.SBUX.US-1.12%-10.0Mixed
Illinois Tool Works, Inc.ITW.US-1.13%-8.0Mixed
Monolithic Power Systems, Inc.MPWR.US-1.14%-8.0Mixed
Duke Energy Corp.DUK.US-1.24%-5.0Mixed
Target Corp.TGT.US-1.35%-13.0Mixed
Allstate Corp. (The)ALL.US-1.55%-15.0Mixed
Cisco Systems, Inc.CSCO.US-1.58%7.0Mixed
QUALCOMM, Inc.QCOM.US-1.61%-11.0Mixed
Sysco Corp.SYY.US-2.30%-15.0Mixed

Common Questions

How does JPMorgan Research Market Neutral Fund score in an ethics audit?

JPMorgan Research Market Neutral Fund received a “Mixed” ethics rating from Mashinii. We audited 297 of the fund's top 313 holdings across 11 ethical dimensions using court filings, investigative reports, and NGO data.

What are the most controversial companies in JMNSX?

Among the holdings we audited, Meta Platforms, Inc., Citigroup, Inc., Marathon Petroleum Corp. scored lowest in our ethics assessment. These scores are based on court records, regulatory actions, and investigative journalism.

How many companies in JMNSX have ethical issues?

We audited 297 of 313 top holdings across 11 dimensions. Sign up to see individual company scores and ratings.

How does Mashinii audit JPMorgan Research Market Neutral 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. How it works · Full scoring manual.

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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.