<SEC-DOCUMENT>0001752724-24-290012-index.html : 20241220 <SEC-HEADER>0001752724-24-290012.hdr.sgml : 20241220 <ACCEPTANCE-DATETIME>20241220161616 ACCESSION NUMBER: 0001752724-24-290012 CONFORMED SUBMISSION TYPE: N-CEN/A PUBLIC DOCUMENT COUNT: 3 CONFORMED PERIOD OF REPORT: 20221031 FILED AS OF DATE: 20241220 DATE AS OF CHANGE: 20241220 EFFECTIVENESS DATE: 20241220 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMorgan Trust I CENTRAL INDEX KEY: 0001217286 ORGANIZATION NAME: IRS NUMBER: 331043149 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: N-CEN/A SEC ACT: 1940 Act SEC FILE NUMBER: 811-21295 FILM NUMBER: 241568155 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 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>S000002600 <SERIES-NAME>JPMorgan Tax Aware Equity Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007148 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>JPDEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000097986 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JPEAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000097987 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JPECX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000205199 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JPELX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002608 <SERIES-NAME>JPMorgan Tax Aware Real Return Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007161 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>TXRIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007162 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>TXRAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007163 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>TXRCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000130213 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>TXRRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002614 <SERIES-NAME>JPMorgan Research Market Neutral Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007189 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JMNAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000081099 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JMNCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000081100 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>JMNSX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002615 <SERIES-NAME>JPMorgan Emerging Markets Equity Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007191 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>JEMSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007192 <CLASS-CONTRACT-NAME>Class L <CLASS-CONTRACT-TICKER-SYMBOL>JMIEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007193 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JFAMX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000017326 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JEMCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000134566 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JEMWX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000173218 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JEMOX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000190873 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JHUJX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000190874 <CLASS-CONTRACT-NAME>Class R3 <CLASS-CONTRACT-TICKER-SYMBOL>JHURX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000190875 <CLASS-CONTRACT-NAME>Class R4 <CLASS-CONTRACT-TICKER-SYMBOL>JHUKX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002623 <SERIES-NAME>JPMorgan International Equity Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007216 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>VSIEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007217 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JSEAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007219 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JIECX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000033527 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JIERX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070619 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JIEZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000093772 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JNEMX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002627 <SERIES-NAME>JPMorgan Developed International Value Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007227 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>JIESX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007228 <CLASS-CONTRACT-NAME>Class L <CLASS-CONTRACT-TICKER-SYMBOL>JNUSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007229 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JFEAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000034831 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JIUCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000070620 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>JPVZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000093774 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JNVMX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000173219 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>JPVRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000002662 <SERIES-NAME>JPMorgan Europe Dynamic Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007293 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>JFESX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007294 <CLASS-CONTRACT-NAME>Class L <CLASS-CONTRACT-TICKER-SYMBOL>JFEIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007295 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>VEUAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000007297 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>VEUCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000205200 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>VEUVX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000015698 <SERIES-NAME>JPMorgan Income Builder Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000042871 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>JNBAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000042872 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>JNBCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000042873 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>JNBSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000195048 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>JNBZX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000031462 <SERIES-NAME>JPMorgan Global Allocation Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000097802 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>GAOAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000097803 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>GAOCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000097804 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>GAOSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000097805 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>GAONX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000195049 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>GAOZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000205203 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>GAORX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000205204 <CLASS-CONTRACT-NAME>Class R4 <CLASS-CONTRACT-TICKER-SYMBOL>GAOFX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000205205 <CLASS-CONTRACT-NAME>Class R3 <CLASS-CONTRACT-TICKER-SYMBOL>GAOTX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001217286 <SERIES-ID>S000034585 <SERIES-NAME>JPMorgan International Focus Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000106399 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>IUAEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000106400 <CLASS-CONTRACT-NAME>Class C <CLASS-CONTRACT-TICKER-SYMBOL>IUCEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000106401 <CLASS-CONTRACT-NAME>Class I <CLASS-CONTRACT-TICKER-SYMBOL>IUESX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000106402 <CLASS-CONTRACT-NAME>Class R2 <CLASS-CONTRACT-TICKER-SYMBOL>IUERX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000106403 <CLASS-CONTRACT-NAME>Class R5 <CLASS-CONTRACT-TICKER-SYMBOL>IUEFX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000106404 <CLASS-CONTRACT-NAME>Class R6 <CLASS-CONTRACT-TICKER-SYMBOL>IUENX </CLASS-CONTRACT> </SERIES> </EXISTING-SERIES-AND-CLASSES-CONTRACTS> </SERIES-AND-CLASSES-CONTRACTS-DATA> </SEC-HEADER> <DOCUMENT> <TYPE>N-CEN/A <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> Document 1 - file: primary_doc.html
Document 1 - RAW XML: primary_doc.xml
</DOCUMENT> <DOCUMENT> <TYPE>INTERNAL CONTROL RPT <SEQUENCE>2 <FILENAME>d416505d8k_Tr_I.htm <TEXT> Document 2 - file: d416505d8k_Tr_I.htm
</DOCUMENT> <DOCUMENT> <TYPE>OTHER REQUIRED INFO <SEQUENCE>3 <FILENAME>EXPNOTERMN2022.txt <TEXT> Document 3 - file: EXPNOTERMN2022.txt
</DOCUMENT> </SEC-DOCUMENT>