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JP MORGAN TRUST I SELECT STRATEGIE INCOME OPP FUND
JP MORGAN TRUST I SELECT STRATEGIE INCOME OPP FUND. Institutional holdings reported to the SEC.
Institutional Holders (2015Q1)
Portfolio Summary: 3 Institutional holders with a total value of $37,849,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DUBUQUE BANK & TRUST CO 2,604,863 30,659,000 81.00%
2 FDx Advisors, Inc. 383,500 4,514,000 11.93%
3 Janney Montgomery Scott LLC 227,398 2,676,000 7.07%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.