<SEC-DOCUMENT>0001325358-15-000208-index.html : 20150227 <SEC-HEADER>0001325358-15-000208.hdr.sgml : 20150227 <ACCEPTANCE-DATETIME>20150227145423 ACCESSION NUMBER: 0001325358-15-000208 CONFORMED SUBMISSION TYPE: NSAR-A PUBLIC DOCUMENT COUNT: 5 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150227 DATE AS OF CHANGE: 20150227 EFFECTIVENESS DATE: 20150227 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMorgan Trust I CENTRAL INDEX KEY: 0001217286 IRS NUMBER: 331043149 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: NSAR-A SEC ACT: 1940 Act SEC FILE NUMBER: 811-21295 FILM NUMBER: 15657553 BUSINESS ADDRESS: STREET 1: C/O JPMORGAN DISTRIBUTION SERVICES, INC. STREET 2: 270 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: C/O JPMORGAN DISTRIBUTION SERVICES, INC. STREET 2: 270 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 FORMER COMPANY: FORMER CONFORMED NAME: JP MORGAN MUTUAL FUND SERIES DATE OF NAME CHANGE: 20030204 <SERIES-AND-CLASSES-CONTRACTS-DATA> <EXISTING-SERIES-AND-CLASSES-CONTRACTS> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000001447 <SERIES-NAME>JPMorgan U.S. Equity Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000003854 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JUEAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000006324 <CLASS-CONTRACT-NAME>Class B <CLASS-CONTRACT-TICKER-SYMBOL>JUEBX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007404 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JUESX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007405 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JMUEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007566 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JUECX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000033526 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JUSRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070617 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JUEZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000093771 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JUEMX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002765 <SERIES-NAME>JPMorgan Disciplined Equity Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007571 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JDESX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007572 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JPIEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007573 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JDEAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007982 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JDEUX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002766 <SERIES-NAME>JPMorgan Diversified Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007574 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JDVSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007575 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JPDVX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007576 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JDVAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007577 <CLASS-CONTRACT-NAME>Class B <CLASS-CONTRACT-TICKER-SYMBOL>JDVBX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007578 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JDVCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002767 <SERIES-NAME>JPMorgan Dynamic Small Cap Growth Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007579 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JDSCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007580 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>VSCOX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007581 <CLASS-CONTRACT-NAME>Class B <CLASS-CONTRACT-TICKER-SYMBOL>VSCBX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007582 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>VSCCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002768 <SERIES-NAME>JPMorgan Growth and Income Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007583 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>VGIIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007584 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>VGRIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007585 <CLASS-CONTRACT-NAME>Class B <CLASS-CONTRACT-TICKER-SYMBOL>VINBX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007586 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>VGICX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002789 <SERIES-NAME>JPMorgan Intrepid America Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007638 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JPIAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007639 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JIAAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007640 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JIACX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000033528 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JIARX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070622 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JIAZX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002790 <SERIES-NAME>JPMorgan Intrepid Growth Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007641 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JPGSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007642 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JIGAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007643 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JCICX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000033529 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JGIRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070623 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JIGZX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002791 <SERIES-NAME>JPMorgan Intrepid Advantage Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007644 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JIISX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007645 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JICAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007646 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JICCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002792 <SERIES-NAME>JPMorgan Intrepid Value Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007647 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JPIVX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007648 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JIVAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007649 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JIVCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000033530 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JIVRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070624 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JIVZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000093775 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JIVMX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002793 <SERIES-NAME>JPMorgan Mid Cap Equity Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007650 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>VSNGX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007895 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JCMAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000081076 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JMCCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000136840 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JMCEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000136841 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JMEEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000136842 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JPPEX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002794 <SERIES-NAME>JPMorgan Small Cap Equity Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007651 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>VSEIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007653 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>VSEAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007654 <CLASS-CONTRACT-NAME>Class B <CLASS-CONTRACT-TICKER-SYMBOL>VSEBX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007655 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JSECX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000033531 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JSERX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070625 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JSEZX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002795 <SERIES-NAME>JPMorgan U.S. Small Company Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007656 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JSCSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007657 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JUSSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000054337 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JTUAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000054338 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JTUCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000106052 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JSCZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000106053 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JUSMX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002796 <SERIES-NAME>JPMorgan Value Advantage Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007658 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JVASX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007659 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JVAIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007660 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JVAAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007661 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JVACX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002849 <SERIES-NAME>JPMorgan U.S. Large Cap Core Plus Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007809 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JLPSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007811 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JLCAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007812 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JLPCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000033532 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JCPRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070626 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JLPZX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002873 <SERIES-NAME>JPMorgan Small Cap Core Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007897 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>VSSCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000007310 <SERIES-NAME>JPMorgan U.S. Dynamic Plus Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000020084 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JILSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000020085 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JPSAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000020086 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JPSCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000011871 <SERIES-NAME>JPMorgan SmartRetirement Income Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032433 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JSRAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032434 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JSRCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032435 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JSRSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032436 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JSIIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070627 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JSIZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000148425 <CLASS-CONTRACT-NAME>Class R6 </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000011873 <SERIES-NAME>JPMorgan SmartRetirement 2015 Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032441 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JSFCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032442 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JSFSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032443 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JSFIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032444 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JSFAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070629 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JSFZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000148426 <CLASS-CONTRACT-NAME>Class R6 </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000011874 <SERIES-NAME>JPMorgan SmartRetirement 2020 Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032445 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JTTAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032446 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JTTCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032447 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JTTSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032448 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JTTIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070630 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JTTZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000148427 <CLASS-CONTRACT-NAME>Class R6 </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000011875 <SERIES-NAME>JPMorgan SmartRetirement 2030 Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032449 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JSMAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032450 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JSMCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032451 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JSMSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032452 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JSMIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070631 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JSMZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000148428 <CLASS-CONTRACT-NAME>Class R6 </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000011876 <SERIES-NAME>JPMorgan SmartRetirement 2040 Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032453 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>SMTAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032454 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>SMTCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032455 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>SMTSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032456 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>SMTIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070632 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>SMTZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000148429 <CLASS-CONTRACT-NAME>Class R6 </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000018065 <SERIES-NAME>JPMorgan SmartRetirement 2025 Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050048 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JNSAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050049 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JNSCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050050 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JNSSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050051 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JNSIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070633 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JNSZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000148430 <CLASS-CONTRACT-NAME>Class R6 </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000018066 <SERIES-NAME>JPMorgan SmartRetirement 2035 Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050052 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>SRJAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050053 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>SRJCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050054 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>SRJSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050055 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>SRJIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070634 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>SRJZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000148431 <CLASS-CONTRACT-NAME>Class R6 </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000018067 <SERIES-NAME>JPMorgan SmartRetirement 2045 Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050056 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JSACX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050057 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JSASX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050058 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JSAIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050059 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JSAAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070635 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JSAZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000148432 <CLASS-CONTRACT-NAME>Class R6 </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000018068 <SERIES-NAME>JPMorgan SmartRetirement 2050 Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050060 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JTSAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050061 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JTSCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050062 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JTSSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000050063 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JTSIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070636 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JTSZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000148433 <CLASS-CONTRACT-NAME>Class R6 </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000019635 <SERIES-NAME>JPMorgan Dynamic Growth Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000054870 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>DGAAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000054871 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>DGXCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000054872 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JDGSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000054873 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>DGFRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000026373 <SERIES-NAME>JPMorgan Access Growth Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079200 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JXGAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079201 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JXGSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079202 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JXGIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000082417 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JXGCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000026374 <SERIES-NAME>JPMorgan Access Balanced Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079203 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JXBAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079204 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JXBSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079205 <CLASS-CONTRACT-NAME>Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>JXBIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000082418 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JXBCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000027952 <SERIES-NAME>JPMorgan U.S. Research Equity Plus Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000084945 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JEPAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000084946 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JEPCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000084947 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JEPSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000084948 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JEPZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000084949 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JEPRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000101803 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JEPMX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000029121 <SERIES-NAME>JPMorgan Alternative Strategies Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000089538 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JASAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000089539 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JARCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000089540 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JARSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000089541 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JASRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000043249 <SERIES-NAME>JPMorgan Hedged Equity Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000133811 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JHQAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000133812 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JHQCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000133813 <CLASS-CONTRACT-NAME>Select Class <CLASS-CONTRACT-TICKER-SYMBOL>JHEQX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000133814 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JHQPX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000133815 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JHQRX </CLASS-CONTRACT> </SERIES> </EXISTING-SERIES-AND-CLASSES-CONTRACTS> </SERIES-AND-CLASSES-CONTRACTS-DATA> </SEC-HEADER> <DOCUMENT> <TYPE>NSAR-A <SEQUENCE>1 <FILENAME>answer.fil <DESCRIPTION>MAIN DOCUMENT <TEXT> Document 1 - file: answer.fil
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.77Q1 OTHR EXHB <SEQUENCE>2 <FILENAME>trustiboth-77q1a.htm <DESCRIPTION>EX-99.77Q1 OTHR EXHB <TEXT> Document 2 - file: trustiboth-77q1a.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.77Q1 OTHR EXHB <SEQUENCE>3 <FILENAME>trustiboth-77q1e.htm <DESCRIPTION>EX-99.77Q1 OTHR EXHB <TEXT> Document 3 - file: trustiboth-77q1e.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.77C VOTES <SEQUENCE>4 <FILENAME>trustisemiannual-77c7c.htm <DESCRIPTION>EX-99.77C VOTES <TEXT> Document 4 - file: trustisemiannual-77c7c.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.77O RULE 10F-3 <SEQUENCE>5 <FILENAME>trustiboth10f-377o.htm <DESCRIPTION>EX-99.77O RULE 10F-3 <TEXT> Document 5 - file: trustiboth10f-377o.htm
</DOCUMENT> </SEC-DOCUMENT>