JPMorgan Trust I

JPMorgan Trust I (CIK 1217286) is an SEC-registered fund company with 71 reporting fund series and $229.6B in net assets as of 2026-05-31.

Registrant

Fund series (71)

Showing 25 of 71 series.

SeriesNet assets
JPMorgan U.S. Equity Fund$31.6B
JPMorgan Hedged Equity Fund$20.1B
JPMorgan Income Fund$16.8B
JPMorgan Emerging Markets Equity Fund$10.9B
JPMorgan U.S. Research Enhanced Equity Fund$10.3B
JPMorgan Strategic Income Opportunities Fund$9.3B
JPMorgan Income Builder Fund$8.7B
JPMorgan Value Advantage Fund$8.1B
JPMorgan Short Duration Core Plus Fund$6.7B
JPMorgan U.S. Value Fund$6.3B
JPMorgan Mid Cap Equity Fund$5.6B
JPMorgan International Equity Fund$5.3B
JPMorgan Managed Income Fund$4.9B
JPMorgan Global Bond Opportunities Fund$4.2B
JPMorgan SmartRetirement Blend 2035 Fund$3.5B
JPMorgan Developed International Value Fund$3.5B
JPMorgan SmartRetirement 2030 Fund$3.4B
JPMorgan SmartRetirement 2040 Fund$3.4B
JPMorgan SmartRetirement Blend 2040 Fund$3.3B
JPMorgan U.S. Large Cap Core Plus Fund$3.3B
JPMorgan SmartRetirement 2035 Fund$3.2B
JPMorgan SmartRetirement Blend 2030 Fund$3.1B
JPMorgan SmartRetirement Blend 2045 Fund$2.9B
JPMorgan Small Cap Equity Fund$2.9B
JPMorgan Global Research Enhanced Index Fund$2.8B

Largest reported holdings (across all series)

HoldingValue
JPMorgan U.S. Government Money Market Fund$14.1M
WEC US Holdings, Inc.$1.8M
Genesys Cloud Services, Inc.$1.6M
Clear Channel Outdoor Holdings, Inc.$1.5M
UKG, Inc.$1.4M
Enviri Corp.$1.4M
CPPIB OVM Member US LLC$1.4M
INEOS US Finance LLC$1.4M
AthenaHealth Group, Inc.$1.3M
Mauser Packaging Solutions Holding Co.$1.3M
Genesee & Wyoming, Inc.$1.3M
Prime Security Services Borrower LLC$1.3M
AAdvantage Loyalty IP Ltd.$1.3M
Ahead DB Holdings LLC$1.3M
Invesco Senior Loan ETF$1.2M

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