JPMorgan Trust I - JMYAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | History | Added to | 150,698 | 5,717 | 1.1% | 1.15% | 1 | +3,695 | 2.51% | Q1 2026 | Apr 21, 2026 |