JAEEX Holdings — Equity Income Trust

All 127 reported holdings of Equity Income Trust (JAEEX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
The Southern Company2.14%$18.37M
Samsung Electronics Co. Ltd.1.96%$16.86M
TotalEnergies SE1.96%$16.80M
ConocoPhillips1.91%$16.35M
MetLife Inc.1.90%$16.31M
The Charles Schwab Corporation1.83%$15.70M
Alphabet Inc.1.78%$15.24M
JPMorgan Chase and Co.1.74%$14.92M
Citigroup Inc.1.72%$14.74M
CF Industries Holdings Inc.1.66%$14.23M
Exxon Mobil Corporation1.57%$13.50M
Chubb Limited1.51%$12.94M
L3Harris Technologies Inc.1.51%$12.92M
QUALCOMM Incorporated1.49%$12.78M
Colgate-Palmolive Company1.49%$12.78M
The Procter and Gamble Company1.42%$12.19M
Alphabet Inc.1.38%$11.85M
U.S. Bancorp1.34%$11.48M
Bank of America Corporation1.31%$11.21M
Amazon.com Inc.1.30%$11.19M
Loews Corporation1.29%$11.10M
CSX Corporation1.27%$10.89M
Becton Dickinson and Company1.26%$10.81M
Stanley Black and Decker Inc.1.22%$10.50M
Applied Materials Inc.1.22%$10.49M
Elevance Health Inc.1.21%$10.41M
Fortive Corporation1.18%$10.16M
International Paper Company1.17%$10.01M
Siemens Aktiengesellschaft1.15%$9.88M
The Boeing Company1.15%$9.85M
CVS Health Corporation1.14%$9.83M
Philip Morris International Inc.1.14%$9.82M
American International Group Inc.1.13%$9.74M
Chevron Corporation1.12%$9.62M
Fifth Third Bancorp1.12%$9.61M
Equity Residential1.07%$9.22M
Ameren Corporation1.06%$9.08M
Las Vegas Sands Corp.1.03%$8.88M
Merck and Co. Inc.1.03%$8.84M
Zimmer Biomet Holdings Inc.1.03%$8.81M
Equitable Holdings Inc.1.02%$8.74M
Huntington Bancshares Incorporated0.99%$8.47M
Texas Instruments Incorporated0.98%$8.41M
Sempra0.98%$8.40M
General Electric Company0.96%$8.27M
Microsoft Corporation0.94%$8.08M
Viatris Inc.0.94%$8.04M
The Home Depot Inc.0.92%$7.91M
Alliant Energy Corporation0.91%$7.79M
Jh Collateral0.89%$7.64M
Southwest Airlines Co.0.88%$7.59M
The Walt Disney Company0.87%$7.50M
Wells Fargo and Company0.87%$7.47M
EOG Resources Inc.0.87%$7.46M
NextEra Energy Inc.0.86%$7.39M
Rowe T Price Gov Res Fd 20340919 00000.00000000000.85%$7.28M
AstraZeneca PLC0.83%$7.10M
Rayonier Inc.0.83%$7.09M
United Parcel Service Inc.0.82%$7.01M
The Cigna Group0.81%$6.96M
The Allstate Corporation0.78%$6.73M
Advanced Micro Devices Inc.0.78%$6.65M
Salesforce Inc.0.78%$6.65M
T-Mobile US Inc.0.77%$6.64M
Tyson Foods Inc.0.77%$6.63M
News Corporation0.77%$6.57M
Expand Energy Corporation0.76%$6.54M
Medtronic Public Limited Company0.75%$6.47M
Kenvue Inc.0.73%$6.25M
Intel Corporation0.71%$6.13M
UnitedHealth Group Incorporated0.68%$5.83M
Rockwell Automation Inc.0.67%$5.75M
Kimberly-Clark Corporation0.66%$5.66M
Walmart Inc.0.64%$5.47M
Bristol-Myers Squibb Company0.63%$5.39M
AGCO Corporation0.62%$5.29M
Union Pacific Corporation0.60%$5.14M
SLB Ltd0.56%$4.80M
Johnson and Johnson0.56%$4.78M
West Fraser Timber Co. Ltd.0.55%$4.72M
Rexford Industrial Realty Inc.0.54%$4.63M
Thermo Fisher Scientific Inc.0.52%$4.43M
Cisco Systems Inc.0.48%$4.12M
The Williams Companies Inc.0.46%$3.96M
Meta Platforms Inc.0.45%$3.90M
The Boeing Company0.45%$3.84M
Booz Allen Hamilton Holding Corporation0.44%$3.75M
Weyerhaeuser Company0.43%$3.68M
State Street Corporation0.42%$3.65M
TC Energy Corporation0.42%$3.58M
Ralliant Corporation0.41%$3.54M
Comcast Corporation0.36%$3.07M
Waters Corporation0.35%$3.03M
EQT Corporation0.35%$3.01M
State Street Bank and Trust Company0.35%$3.00M
Dover Corporation0.33%$2.86M
StandardAero Inc.0.32%$2.77M
Novo Nordisk A/S0.32%$2.76M
South Bow Corporation0.32%$2.72M
Fiserv Inc.0.31%$2.70M
The Middleby Corporation0.30%$2.54M
Avery Dennison Corporation0.29%$2.52M
TotalEnergies SE0.28%$2.41M
Xcel Energy Inc.0.28%$2.38M
Biogen Inc.0.27%$2.36M
Mattel Inc.0.27%$2.30M
The Southern Company0.26%$2.24M
Accenture Public Limited Company0.23%$2.01M
3M Company0.23%$1.94M
Apollo Global Management Inc.0.22%$1.85M
Sun Communities Inc.0.20%$1.75M
Morgan Stanley0.20%$1.70M
Norfolk Southern Corporation0.19%$1.66M
Capital One Financial Corporation0.18%$1.55M
Corebridge Financial Inc.0.18%$1.54M
Sanofi0.16%$1.39M
The Hartford Insurance Group Inc.0.16%$1.34M
Teledyne Technologies Incorporated0.16%$1.33M
Conagra Brands Inc.0.15%$1.31M
Kinder Morgan Inc.0.14%$1.21M
TE Connectivity plc0.12%$1.06M
Public Storage0.11%$975.17K
Phillips 660.10%$815.62K
Global Payments Inc.0.09%$800.06K
Sanofi0.08%$675.63K
CubeSmart0.05%$414.80K
Versant Media Group Inc.0.04%$309.75K

JAEEX overview: performance, fees, allocation and SEC filings