JPMorgan Core Bond Trust
JPMorgan Institutional Trust
Expense ratio
Net assets1
$4.53B
Holdings1
2511
Category
Taxable Bond
Return

Top holdings

As of Feb. 28, 2026 · N-PORT
SecurityTickerValue% of fund
US TREASURY N/B $193.29M 4.26%
JPMorgan Prime Money Market Fund, Institutional Class $81.66M 1.80%
US TREASURY N/B $65.40M 1.44%
US TREASURY N/B $64.23M 1.42%
US TREASURY N/B $61.03M 1.35%
US TREASURY N/B $58.89M 1.30%
US TREASURY N/B $58.74M 1.30%
US TREASURY N/B $54.50M 1.20%
US TREASURY N/B $53.06M 1.17%
US TREASURY N/B $50.48M 1.11%
View all holdings →

Allocation by sector

As of February 28, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Nov 30, 2025 → Feb 28, 2026
Opened
114
Exited
78
Increased
44
Decreased
1157
Unchanged
1196

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

Similar funds

Funds whose portfolios most overlap this one, by weight
FundOverlapNet exp.
JPMorgan Core Bond Fund · WOBDX, PGBOX, OBOCX, JCBUX, JCBRX, JCBZX, JCBPX, JCBQX 41% 0.30%
JPMorgan Core Bond Portfolio 29% 0.45%
JPMorgan Active Bond ETF · JBND 29% 0.25%
View all similar funds →

Advisers

As of February 28, 2025 · N-CEN
FirmRole
J.P. Morgan Investment Management, Inc. Adviser

Footnotes

  1. Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.