JPMorgan Tax Aware Real Return Fund

JPMorgan Tax Aware Real Return Fund is a registered fund series of JPMorgan Trust I (series S000002608). Net assets $638.9M as of 2026-04-30.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
JPMorgan Institutional Tax Free Money Market Fund$36.0M562.73%
Oregon State Facilities Authority$10.0M156.52%
Massachusetts Development Finance Agency$10.0M156.52%
Tennergy Corp./TN$7.4M115.21%
State of Illinois$6.6M102.79%
City of Houston TX Combined Utility System Revenue$6.5M102.10%
Salt Verde Financial Corp.$6.1M95.13%
Dallas Fort Worth International Airport$5.8M90.58%
Virginia Public School Authority$5.8M90.49%
Black Belt Energy Gas District$5.6M87.53%
Parish of St. John the Baptist LA$5.5M86.24%
Long Island Power Authority$5.2M82.01%
Tobacco Settlement Financing Corp.$5.2M81.09%
Buckeye Tobacco Settlement Financing Authority$5.0M78.46%
Black Belt Energy Gas District$5.0M78.02%

Net asset history

Report dateNet assets
2026-04-30$638.9M
2026-01-31$638.2M
2025-10-31$612.1M
2025-07-31$566.0M
2025-04-30$586.2M
2025-01-31$576.6M
2024-10-31$565.4M
2024-07-31$569.6M

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