JPMorgan Trust I - JNYAX
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 | 63,968 | 2,453 | 0.47% | 0.5% | 1 | +1,647 | 2.64% | Q1 2026 | Apr 21, 2026 |