As of the latest SEC filings, JPMORGAN TRUST I (JHEQX) is held by 7 institutional funds. The largest fund shareholder is AST Multi-Asset Diversified Plus Portfolio (N/A), holding an estimated $22,840,229.19 in market value, representing 1.06% of its portfolio.
Funds holding JPMORGAN TRUST I (JHEQX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JHEQX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
AST Multi-Asset Diversified Plus Portfolio
|
ETF | Independent / Boutique | 1.06% | $22,840,229.19 | 680,174 | Mar 31, 2026 | May 27, 2026 |
|
-
AST Multi-Asset Diversified Portfolio
|
ETF | Independent / Boutique | 0.39% | $19,650,316.46 | 585,179 | Mar 31, 2026 | May 27, 2026 |
|
GPIFX
GuidePath Flexible Income Allocation Fund
|
MF | Independent / Boutique | 3.23% | $12,063,067.21 | 359,234 | Mar 31, 2026 | May 29, 2026 |
|
TALTX
Alternative Strategies Fund
|
MF | Morgan Stanley | 3.82% | $7,873,908.20 | 221,364 | Feb 28, 2026 | Apr 27, 2026 |
|
CPMPX
Changing Parameters Fund
|
MF | Independent / Boutique | 3.35% | $3,185,498.79 | 91,643 | Apr 30, 2026 | Jun 26, 2026 |
|
SRFJX
Ocean Park Tactical Risk Spectrum 50 Fund
|
MF | Independent / Boutique | 0.00% | $34.69 | 1 | Mar 31, 2026 | May 29, 2026 |
|
SIRIX
Ocean Park Tactical All Asset Fund
|
MF | Independent / Boutique | 0.00% | $34.69 | 1 | Mar 31, 2026 | May 29, 2026 |
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