SEC 13F Intelligence

JLGMXJPMORGAN TR I

CUSIP 48121L841 · Yahoo Finance ↗ · Google Finance ↗

Jpmorgan Tr I (JLGMX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 448.7K shares worth $35M as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$35M
Ticker
JLGMX
Quarters Tracked
15

Ownership Trend

Institutional holders
Q3 ’21: 1Q3 ’21Q4 ’22: 1Q1 ’23: 1Q1 ’23Q2 ’23: 1Q3 ’23: 2Q3 ’23Q4 ’23: 2Q1 ’24: 1Q1 ’24Q2 ’24: 2Q3 ’24: 2Q3 ’24Q4 ’24: 2Q1 ’25: 2Q1 ’25Q2 ’25: 2Q3 ’25: 1Q3 ’25Q4 ’25: 1Q1 ’26: 1Q1 ’26filingsflow.com
Total reported value
Q3 ’21: $293,000Q3 ’21Q4 ’22: $22MQ1 ’23: $23MQ1 ’23Q2 ’23: $26MQ3 ’23: $37MQ3 ’23Q4 ’23: $29MQ1 ’24: $33MQ1 ’24Q2 ’24: $36MQ3 ’24: $37MQ3 ’24Q4 ’24: $38MQ1 ’25: $34MQ1 ’25Q2 ’25: $37MQ3 ’25: $40MQ3 ’25Q4 ’25: $41MQ1 ’26: $35MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
FULTON BANK, N.A.$3.3B AUM1.25%$35M448.7KQ1 2026
Financially Speaking Inc$21M AUM0.00%$60Q2 2025OLDER

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