JPMorgan U.S. Research Enhanced Equity Fund

JPMorgan Trust I · Series S000002765 · 3 share classes

Equity fund · 97% stocks
One fund, 3 share classes:JDESXJDEAXJDEUX
$11.83B NAV
171 positions · as of 2026-06-30 · filed 2026-08-28
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2025 Q4

The Fund seeks to provide a consistently high total return from a broadly diversified portfolio of equity securities with risk characteristics similar to the Standard and Poors 500 Composite Stock Price Index (S&P 500 Index).

Strategy · summarised

The fund invests primarily in common stocks of companies in the S&P 500 Index, modestly overweighting securities it considers undervalued or fairly valued relative to the index's sector weightings, and may use futures contracts to gain equity exposure from cash positions. Because the fund's returns depend on its security selections and valuations, which may diverge from index constituents, performance may differ from the S&P 500 Index. The adviser assesses environmental, social and governance factors as part of its research process but may hold securities negatively impacted by such factors or avoid those positively impacted.

Expenses
0.25% 0.60%across 3 share classes
Share classGrossNet
JDESX0.58%0.35%
JDEAX0.84%0.60%
JDEUX0.33%0.25%

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

Portfolio turnover 28.00% · as of 2025 Q4

Allocation

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

99.75%
of net assets
Stocks96.74%
Cash & short-term2.99%
Derivatives0.02%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 29 new16 exited

Largest new: INTC, AMAT, COP, Carnival Corp. Ltd., SNDK, CSCO, COST, TMO

Largest exited: CME, Carnival Corp., NKE, CMCSA, OTIS, CARR, STT, HCA

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+29.75%+77.69%+84.73%13.37%-8.40%
+29.43%+76.34%+82.43%13.38%-8.51%
+29.88%+78.21%+85.65%13.39%-8.37%

These classes hold the same portfolio, so the 3.22pp spread over 5 years is the cost difference between them — roughly 0.64pp 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
NVIDIA Corp.NVDA7.87%$931.14M
Apple, Inc.AAPL6.34%$750.17M
Microsoft Corp.MSFT4.69%$554.47M
Amazon.com, Inc.AMZN4.05%$478.79M
Alphabet, Inc.GOOGL3.27%$386.44M
JPMorgan Prime Money Market FundJIMXX2.99%$353.62M
Broadcom, Inc.AVGO2.90%$343.47M
Alphabet, Inc.GOOG2.33%$275.13M
Micron Technology, Inc.MU2.21%$261.28M
Meta Platforms, Inc.META2.01%$237.85M
Showing 10 of 171Sign 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 38.66% of net assets, top 25 55.65%, across 170 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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