JPMorgan Strategic Income Opportunities Fund

JPMorgan Trust I · Series S000022994 · 5 share classes

One fund, 5 share classes:JSOSXJSOAXJSOCXJSORXJSOZX
$9.60B NAV
563 positions · as of 2026-02-28 · filed 2026-04-29
data updated 2026-07-30

Allocation

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

GroupLongShortNet %NAV
Cash & short-term52.98%52.98%
Bonds41.12%41.12%
Securitized23.37%-21.74%1.63%
Loans0.41%0.41%
Derivatives-0.16%-0.16%
Stocks0.10%0.10%

Derivatives are shown at market value, not notional exposure.

vs 2025Q4: 64 new92 exited

Top holdings

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

TickerIssuer%NAVValue
JPMorgan Prime Money Market Fund52.23%$5.01B
FNMA/FHLMC13.27%$1.27B
FNMA/FHLMC3.95%$379.48M
FNMA/FHLMC0.95%$90.97M
BofA Securities, Inc.0.68%$65.00M

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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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