JPMorgan U.S. Research Enhanced Equity Fund

JPMorgan Trust I · Series S000002765 · 3 share classes

One fund, 3 share classes:JDESXJDEAXJDEUX
$10.30B NAV
158 positions · as of 2026-03-31 · filed 2026-05-29
data updated 2026-07-30

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

GroupLongShortNet %NAV
Stocks97.93%97.93%
Cash & short-term1.81%1.81%
Derivatives-0.03%-0.03%

Derivatives are shown at market value, not notional exposure.

vs 2025Q4: 13 new7 exitedlargest add XOM+0.69pp

Top holdings

By % of NAV · every resolvable issuer links to its company page

TickerIssuer%NAVValue
NVDANVIDIA Corp.8.01%$825.20M
AAPLApple, Inc.6.45%$664.84M
MSFTMicrosoft Corp.5.34%$550.24M
AMZNAmazon.com, Inc.4.09%$420.98M
GOOGLAlphabet, Inc.3.02%$310.96M

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Full holdings with filed share counts, the complete quarter-over-quarter change list, and the fixed-income profile for every bond position — free with an account, no card required.

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