SEC 13F Intelligence

JPMORGAN TR I

CUSIP 4812A3718

Jpmorgan Tr I has 2 institutional holders in Filings Flow’s 13F database, together reporting 1.85M shares worth $71M as of Q1 2026. The largest reported holders are Fulton Bank, N.a., Kohmann Bosshard Financial Services, LLC, and Mcilrath & Eck, LLC.

Institutional Holders
2
Q1 2026
Reported Value
$71M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 1Q4 ’18Q1 ’19: 1Q2 ’19: 1Q2 ’19Q3 ’19: 1Q4 ’21: 1Q4 ’21Q4 ’22: 3Q4 ’25: 2Q4 ’25Q1 ’26: 2Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ2 ’19Q3 ’19: $1MQ4 ’21: $213,000Q4 ’21Q4 ’22: $133,150Q4 ’25: $74MQ4 ’25Q1 ’26: $71MQ2 ’26: $83MQ2 ’26filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
FULTON BANK, N.A.$3.3B AUM2.52%$83M1.87MQ2 2026
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$19,708472Q4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$9,311244Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.