JPMorgan Trust I
About this Fund
JPMorgan Trust I is a renowned mutual fund company that provides a comprehensive range of investment solutions to cater to the diverse needs of its clients, leveraging its expertise in asset management to deliver superior returns and foster long-term wealth creation. As a leading player in the mutual fund industry, JPMorgan Trust I offers an array of funds across various asset classes, including equity, debt, hybrid, and money market funds, allowing investors to construct a well-diversified portfolio that aligns with their risk tolerance and investment objectives. The company's investment approach is centered around a rigorous research process, combining both qualitative and quantitative analysis to identify attractive investment opportunities and optimize portfolio performance. By providing a systematic investment plan, or SIP, JPMorgan Trust I enables investors to invest a fixed amount of money at regular intervals, thereby reducing timing risks and promoting a disciplined approach to wealth management. The company's investor focus is built around delivering exceptional customer service, providing investors with easy access to information, and empowering them to make informed investment decisions. JPMorgan Trust I's team of experienced investment professionals works closely with clients to understand their unique needs and goals, offering personalized investment solutions that address their specific requirements. The company's key strengths lie in its robust investment process, state-of-the-art risk management systems, and a strong commitment to transparency and accountability. By adhering to the highest standards of governance and regulatory compliance, JPMorgan Trust I has established itself as a trusted partner for investors seeking to achieve their financial goals. The company's unwavering dedication to delivering outstanding investment results, combined with its unrelenting focus on client satisfaction, has earned it the trust and loyalty of a large and diverse investor base. As a result, JPMorgan Trust I has become a preferred choice for investors seeking to navigate the complexities of the mutual fund landscape and build a prosperous financial future. With a deep understanding of the complexities of the investment landscape, JPMorgan Trust I is well-positioned to help investors navigate the challenges of wealth management, providing them with a comprehensive range of investment products and services that cater to their evolving needs. The company's expertise in asset allocation, portfolio construction, and risk management enables investors to create a customized investment strategy that aligns with their unique circumstances and objectives. By offering a broad spectrum of mutual funds, JPMorgan Trust I provides investors with the flexibility to invest in a variety of asset classes, sectors, and geographies, thereby enabling them to spread risk and capitalize on emerging opportunities. As a trusted mutual fund company, JPMorgan Trust I remains committed to upholding the highest standards of integrity, professionalism, and excellence, fostering a culture of continuous improvement and innovation that enables it to stay ahead of the curve in an ever-changing investment environment.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | IHRT iHeartMedia, Inc. Since 2026-05-10 | 45174J509 | Equity (Common) |
0.06%
|
$0.10 | 31,917 |
| 2 | NWL Newell Brands, Inc. Since 2026-05-10 | 651229BG0 | Debt |
0.34%
|
$0.59 | 560,000 |
| 3 | GTN-A Gray Media, Inc. Since 2026-05-10 | 389376AZ7 | LON |
0.29%
|
$0.49 | 489,641 |
| 4 | AZZ AZZ, Inc. Since 2026-05-10 | 00247NAG7 | LON |
0.34%
|
$0.58 | 581,506 |
| 5 | CZR Caesars Entertainment, Inc. Since 2026-05-10 | 12768EAG1 | LON |
0.35%
|
$0.60 | 607,355 |
| 6 | CZR Caesars Entertainment, Inc. Since 2026-05-10 | 12768EAH9 | LON |
0.48%
|
$0.82 | 827,644 |
| 7 | NRG NRG Energy, Inc. Since 2026-05-10 | 62937NBC0 | LON |
0.67%
|
$1.15 | 1,149,152 |
| 8 | KBR KBR, Inc. Since 2026-05-10 | 48242YAW2 | LON |
0.60%
|
$1.02 | 1,019,259 |
| 9 | MTN Vail Resorts, Inc. Since 2026-05-10 | 91879QAQ2 | Debt |
0.33%
|
$0.57 | 560,000 |
| 10 | COHR Coherent Corp. Since 2026-05-10 | 45173JAT1 | LON |
0.39%
|
$0.67 | 670,403 |
| 11 | OPCH Option Care Health, Inc. Since 2026-05-10 | 68404YAD6 | LON |
0.80%
|
$1.36 | 1,360,844 |
| 12 | MIR Mirion Technologies, Inc. Since 2026-05-10 | 60470HAE7 | LON |
0.38%
|
$0.64 | 642,327 |
| 13 | FOUR Shift4 Payments LLC Since 2026-05-10 | 82453JAC2 | LON |
0.34%
|
$0.59 | 588,525 |
| 14 | KRMN Karman Holdings, Inc. Since 2026-05-10 | 48571CAD3 | LON |
0.56%
|
$0.96 | 960,000 |