JSOAX
JPMorgan Strategic Income Opportunities Fund
JPMorgan Trust I

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
546
Top-10 weight
62.41%
Effective holdings ?
5
Crowding ?
87.2

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 JPMorgan Prime Money Market Fund, IM Shares 5,012,685,676 $5.01B 52.23%
2 FNCL 6 3/24 1,242,000,000 $1.27B 13.27%
3 FNCL 6 4/26 370,000,000 $379.48M 3.95%
4 Uniform Mortgage-Backed Security, TBA 92,000,000 $90.97M 0.95%
5 U.S. Secured Overnight Financing Rate N/A 65,000,000 $65.00M 0.68%
6 KEURIG DR PEPPER INC REGD V/R 4.63613700 KDP 55,401,000 $55.46M 0.58%
7 GS F 05/21/27 GS 50,327,000 $50.38M 0.52%
8 Nordea Bank Abp (pfd) 6.63% 09/26/2174 Perpetual NDAFH 49,611,000 $49.70M 0.52%
9 PUBLIC STORAGE 48,082,000 $48.28M 0.50%
10 ORACLE CORP VARIABLE RATE 08/03/2028 ORCL 44,560,000 $44.09M 0.46%
11 GS F 10/28/27 GMTN GS 41,284,000 $41.68M 0.43%
12 NATIONAL SECURITIES CLEARING CORP 39,731,000 $39.84M 0.41%
13 MERCEDES-BENZ FIN NA REGD V/R 144A P/P 4.69612100 MBGGR 39,551,000 $39.62M 0.41%
14 KEURIG DR PEPPER INC REGD V/R 5.02405700 38,100,000 $38.16M 0.40%
15 NEXTERA ENERGY CAPITAL HOLDINGS INC VARIABLE RATE 02/04/2028 NEE 37,826,000 $38.06M 0.40%
16 CITIBANK NA SR UNSECURED 04/26 VAR 37,728,000 $37.74M 0.39%
17 WALT DISNEY CO/THE FRN SOFRINDX+47 03/14/2029 36,910,000 $36.92M 0.38%
18 GSK Float 03/12/27 377373AN 36,800,000 $36.91M 0.38%
19 UNITEDHEALTH GRP. INC FRN UNH 36,855,000 $36.90M 0.38%
20 ROYAL BANK OF CANADA SR UNSECURED 07/26 VAR 36,740,000 $36.86M 0.38%
21 RY Float 07/23/27 RY 36,750,000 $36.81M 0.38%
22 UBS AG STAMFORD CT SR UNSECURED 05/27 VAR 36,670,000 $36.70M 0.38%
23 National Rural Utilities Cooperative Finance Corp. 36,240,000 $36.34M 0.38%
24 WALMART INC SR UNSECURED 04/27 VAR 35,753,000 $35.86M 0.37%
25 AMERICAN EXPRESS CO SR UNSECURED 02/28 VAR 34,583,000 $34.77M 0.36%
26 HNDA F 03/08/27 MTN HNDA 33,350,000 $33.49M 0.35%
27 GEORGIA POWER CO VARIABLE RATE 09/15/2026 373334KZ 33,293,000 $33.30M 0.35%
28 ROYAL BANK OF CANADA SR UNSECURED 04/26 VAR 33,077,000 $33.09M 0.34%
29 AMERICAN EXPRESS CO SR UNSECURED 04/27 VAR 32,950,000 $32.97M 0.34%
30 AMERICAN HONDA FINANCE CORP FRN SOFR+55 05/11/2026 32,905,000 $32.93M 0.34%
31 HSBC USA INC SR UNSECURED 03/27 VAR 31,192,000 $31.38M 0.33%
32 Citigroup Inc. 30,620,000 $30.80M 0.32%
33 RABOBANK NEDERLAND NY BRH FRN SOFRINDX+71 03/05/2027 30,000,000 $30.12M 0.31%
34 TOYOTA MOTOR CREDIT CORP SR UNSECURED 05/26 VAR 29,808,000 $29.86M 0.31%
35 MERCEDES BENZ FIN NA COMPANY GUAR 144A 11/27 VAR 28,405,000 $28.55M 0.30%
36 CATERPILLAR FINL SVCS CORP FRN SOFR+69 10/16/2026 28,200,000 $28.29M 0.29%
37 CITIBANK NA SR UNSECURED 08/26 VAR C 27,670,000 $27.71M 0.29%
38 Abbott Laboratories 27,700,000 $27.70M 0.29%
39 Citigroup Inc. 27,500,000 $27.57M 0.29%
40 WELLS FARGO + COMPANY SR UNSECURED 01/28 VAR WFC 27,496,000 $27.57M 0.29%
41 BMW US CAPITAL LLC COMPANY GUAR 144A 04/26 VAR 27,402,000 $27.41M 0.29%
42 CVX Float 02/26/27 27,222,000 $27.28M 0.28%
43 PAYPAL HOLDINGS INC FRN SOFR+67 03/06/2028 PYPL 25,917,000 $25.98M 0.27%
44 Toyota Motor Credit Corp. 25,596,000 $25.64M 0.27%
45 NATIONAL AUSTRALIA BANK LTD FRN SOFR+60 10/26/2027 144A 25,400,000 $25.48M 0.27%
46 Toyota Motor Credit Corp., Series B 25,390,000 $25.45M 0.27%
47 MS F 04/13/28 MTN MS 25,244,000 $25.37M 0.26%
48 MERCEDES BENZ FIN NA COMPANY GUAR 144A 04/27 VAR 25,170,000 $25.28M 0.26%
49 BANK OF MONTREAL SR UNSECURED 09/27 VAR 24,820,000 $24.89M 0.26%
50 CONSOLIDATED EDISON CO OF NY FRN SOFRINDX+52 11/18/2027 209111GL 24,585,000 $24.62M 0.26%
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