JPMorgan U.S. Sustainable Leaders Fund Class C Shares (JICCX)

Fund Assets	176.26M
Expense Ratio	1.14%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	0.01
Dividend Yield	0.01%
Dividend Growth	-93.72%
Payout Frequency	Annual
Ex-Dividend Date	Dec 19, 2024

Previous Close	74.38
YTD Return	-1.08%
1-Year Return	22.84%
5-Year Return	84.07%
52-Week Low	60.13
52-Week High	78.52
Beta (5Y)	n/a
Holdings	82
Inception Date	Feb 19, 2005

About JICCX

JICCX was founded on 2005-02-19. The Fund's investment strategy focuses on Growth with 1.32% total expense ratio. The minimum amount to invest in JPMorgan Trust I: JPMorgan US Sustainable Leaders Fund; Class C Shares is $1,000 on a standard taxable account. JPMorgan Trust I: JPMorgan US Sustainable Leaders Fund; Class C Shares seeks long-term growth of capital by investing primarily in equity securities across all market capitalizations.

• Fund Family: JPMorgan
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: JICCX
• Index: S&P 500 TR

Performance

JICCX had a total return of 22.84% in the past year. Since the fund's inception, the average annual return has been 8.27%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FALCX	Fidelity	Strategic Advisers Large Cap Fund	0.24%
FEQJX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class I	0.56%
FEQZX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class Z	0.50%
FEQNX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class M	1.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
JIIGX	Class R6	0.34%
JIISX	Class I	0.39%
JICAX	Class A	0.64%

Top 10 Holdings

41.92% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	7.29%
NVIDIA Corporation	NVDA	7.22%
Apple Inc.	AAPL	6.87%
Amazon.com, Inc.	AMZN	5.03%
Alphabet Inc.	GOOGL	4.03%
Mastercard Incorporated	MA	3.41%
UnitedHealth Group Incorporated	UNH	2.26%
Bank of America Corporation	BAC	1.97%
Baker Hughes Company	BKR	1.96%
Costco Wholesale Corporation	COST	1.86%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 19, 2024	$0.0094	Dec 20, 2024
Dec 20, 2023	$0.1498	Dec 21, 2023
Dec 20, 2022	$0.18653	Dec 21, 2022
Dec 13, 2021	$2.20662	Dec 14, 2021
Dec 18, 2020	$0.03211	Dec 21, 2020
Dec 11, 2020	$0.49232	Dec 14, 2020