Funds holding JPMORGAN TRUST I
ISIN US46637K2814 · United States · LEI 549300DM5WZMCZZ70R78
- Fund holders
- 7
- Of which ETFs
- 0 7 other funds
- Value held
- 65.6M $
This issuer has other securities : JP Morgan Trust I (US46637K2244), JPMORGAN TRUST I (US48121L8173), JPMORGAN TRUST I (US48121L8330), JPMORGAN TRUST I (US48121L8413), JPMORGAN TRUST I (US48121L1228), JPMORGAN TRUST I (US46637K2160), JPMORGAN TRUST I (US4812A18607), JPMORGAN TRUST I (US4812A13731), JP Morgan Trust I (US4812A06230)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 680,174 | 22.8M $ | 1.06 % | as of Mar 31, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 585,179 | 19.7M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| GuidePath Flexible Income Allocation Fund GPS Funds II | 359,234 | 12.1M $ | 3.23 % | as of Mar 31, 2026 ↗ |
| Alternative Strategies Fund MORGAN STANLEY PATHWAY FUNDS | 221,364 | 7.9M $ | 3.82 % | as of Feb 28, 2026 ↗ |
| Changing Parameters Fund Northern Lights Fund Trust | 91,643 | 3.2M $ | 3.35 % | as of Apr 30, 2026 ↗ |
| Ocean Park Tactical All Asset Fund Northern Lights Fund Trust | 1 | 34.7 $ | as of Mar 31, 2026 ↗ | |
| Ocean Park Tactical Risk Spectrum 50 Fund Northern Lights Fund Trust | 1 | 34.7 $ | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Alternative Strategies Fund MORGAN STANLEY PATHWAY FUNDS | 3.82 % | as of Feb 28, 2026 ↗ |
| Changing Parameters Fund Northern Lights Fund Trust | 3.35 % | as of Apr 30, 2026 ↗ |
| GuidePath Flexible Income Allocation Fund GPS Funds II | 3.23 % | as of Mar 31, 2026 ↗ |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 1.06 % | as of Mar 31, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 0.39 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 7 | +1 | 1,937,595 | -8.4 % |
| 2026Q1 | 6 | -1 | 2,115,066 | -12.9 % |
| 2025Q4 | 7 | 0 | 2,427,223 | +14.7 % |
| 2025Q3 | 7 | +1 | 2,115,909 | +6.8 % |
| 2025Q2 | 6 | -1 | 1,980,576 | -7.7 % |
| 2025Q1 | 7 | 0 | 2,145,823 | +5.7 % |
| 2024Q4 | 7 | -5 | 2,029,500 | -29.1 % |
| 2024Q3 | 12 | +2 | 2,861,553 | +16.6 % |
| 2024Q2 | 10 | 0 | 2,454,501 | +10.1 % |
| 2024Q1 | 10 | +2 | 2,228,919 | +45.4 % |
| 2023Q4 | 8 | 1,533,398 |
Institutional managers
3 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| NEVILLE RODIE & SHAW INC | 288,664 | 9.7K $ | as of Mar 31, 2026 |
| TRITONPOINT WEALTH, LLC | 121,131 | 4.1M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 9,214 | 309.4K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding JPMORGAN TRUST I". https://titelia.com/en/stocks/jpmorgan-trust-i-US46637K2814