JPMorgan Trust I - JRBYX
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 | 60,557 | 1,745 | 0.34% | 0.35% | 1 | +1,185 | 2.0% | Q1 2026 | Apr 21, 2026 |