JPMorgan Small Cap Equity Fund

JPMorgan Trust I · 8 share classes

Actively managed U.S. equity fund
One fund, 8 share classes:VSEIXVSEAXJSECXJSERXJSEZXVSENXJSEPXJSEQX
$2.88B NAV
120 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

JPMorgan Small Cap Equity Fund is an actively managed U.S. equity fund. 25% of VSEIX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 86% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q4

The Fund seeks capital growth over the long term.

Strategy · summarised

The fund invests at least 80% of assets in equity securities of small-cap companies within the Russell 2000 Index universe, employing a fundamental bottom-up process to identify attractively valued companies with leading competitive positions, durable business models, and prudent management capital allocation. The adviser assesses environmental, social and governance factors as part of its analysis of financially material risks and opportunities, though such assessments may not be conclusive and do not preclude investment in or divestment from issuers based on ESG considerations alone. The fund may use futures contracts to gain targeted equity exposure from cash positions.

Expenses
0.74% 1.76%across 8 share classes
Share classGrossNet
VSEIX1.00%0.99%
VSEAX1.24%1.24%
JSECX1.76%1.76%
JSERX0.84%0.80%
JSEZX1.54%1.49%
VSENX0.74%0.74%
JSEPX1.24%1.24%
JSEQX0.99%0.99%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 26.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

103.04%
of net assets
Stocks97.67%
Cash & short-term4.58%
Other0.79%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Industrials23.9%
Financials19.5%
Information Technology15.6%
Health Care7.5%
9 smaller33.5%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
25%of stock holdings in top-quartile growers
covering 86% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 16 new7 exited

Largest new: ENTG, RYAN, ARXS, PLXS, NXT, WCC, ROAD, CMC

Exited: VRRM, LSTR, ATR, DOCS, FIVE, DRVN, WWD

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+15.83%+25.52%+10.29%14.36%-17.07%
+15.55%+24.55%+8.87%14.39%-17.16%
+14.92%+22.68%+6.16%14.38%-17.32%
+16.09%+26.25%+11.37%14.39%-17.01%
+15.27%+23.64%+7.56%14.35%-17.24%
+16.15%+26.47%+11.67%14.39%-16.99%
+15.52%+24.53%+8.88%14.35%-17.16%
+15.85%+25.51%+10.29%14.36%-17.07%

These classes hold the same portfolio, so the 5.51pp spread over 5 years is the cost difference between them — roughly 1.10pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
JPMorgan Securities Lending Money Market Fund3.02%$87.05M
Element Solutions, Inc.ESI1.84%$52.99M
Novanta, Inc.NOVT1.70%$48.79M
JPMorgan Prime Money Market FundJIMXX1.56%$44.79M
Loar Holdings, Inc.LOAR1.48%$42.50M
MSA Safety, Inc.MSA1.46%$41.88M
Bel Fuse, Inc.BELFB1.44%$41.30M
Cullen/Frost Bankers, Inc.CFR1.40%$40.19M
Envista Holdings Corp.NVST1.39%$40.07M
Allegro MicroSystems, Inc.ALGM1.38%$39.59M
Showing 10 of 120Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 16.65% of net assets, top 25 35.07%, across 120 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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