JPMorgan Total Return Fund

JPMorgan Total Return Fund is a registered fund series of JPMorgan Trust I (series S000022843). Net assets $141.5M as of 2025-05-31.

Profile

Advisers

Top holdings (50 reported)

Showing 15 of 50 holdings by value.

HoldingTickerValue% of fund
JPMorgan Prime Money Market Fund$132.7M9379.68%
HSBC Holdings plc$1000K70.66%
Societe Generale SA$997K70.44%
Credit Agricole SA$749K52.94%
Principal Life Global Funding II$749K52.90%
ING Groep NV$748K52.85%
Metropolitan Life Global Funding I$748K52.85%
United States of America$517K36.51%
BNP Paribas SA$500K35.32%
Sumitomo Mitsui Financial Group, Inc.$498K35.23%
Crown Castle, Inc.$498K35.18%
Nasdaq, Inc.$400K28.27%
Claire's Stores, Inc.$307K21.71%
Stryker Corp.$250K17.64%
Incora Intermediate LLC$14K1.01%

Net asset history

Report dateNet assets
2025-05-31$141.5M
2025-02-28$147.5M
2024-11-30$150.1M
2024-08-31$161.3M
2024-05-31$163.7M
2024-02-29$179.2M
2023-11-30$183.7M
2023-08-31$195.0M

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