# EDGAR Filing Document

**Accession Number:** 0001217286
**File Stem:** 0001193125-26-132013
**Filing Date:** 2026-3
**Character Count:** 7187
**Document Hash:** ef095a2bbaed4ad7aeb37b83467b4587
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-132013.hdr.sgml**: 20260330

**ACCESSION NUMBER**: 0001193125-26-132013

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20260330

**DATE AS OF CHANGE**: 20260330

**EFFECTIVENESS DATE**: 20260330

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JPMorgan Trust I
- **CENTRAL INDEX KEY:** 0001217286

**ORGANIZATION NAME:**
- **EIN:** 331043149
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-103022
- **FILM NUMBER:** 26813585

**BUSINESS ADDRESS:**
- **STREET 1:** 390 MADISON AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 800-480-4111

**MAIL ADDRESS:**
- **STREET 1:** 390 MADISON AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** JP MORGAN MUTUAL FUND SERIES
- **DATE OF NAME CHANGE:** 20030204

## Series and Classes Contracts Data

### JPMorgan Global Allocation Fund (Series ID: S000031462)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000097805 | Class R2     | GAONX           |
| C000195049 | Class R6     | GAOZX           |
| C000205203 | Class R5     | GAORX           |
| C000205204 | Class R4     | GAOFX           |
| C000205205 | Class R3     | GAOTX           |

**J.P. MORGAN FUNDS** 

**JPMorgan Global Allocation Fund** 

*(the "Fund")* 

*(a series of JPMorgan Trust I)* 

*(All Share Classes)* 

**Supplement dated March 30, 2026** 

**to the current Summary Prospectuses,** 

**Prospectuses and Statement of Additional Information ("SAI"), as supplemented** 

Effective April 1, 2026, the portfolio manager information in the "**Risk/Return Summary — Management**" section of the Fund's Summary Prospectuses and Prospectuses is hereby deleted in its entirety and replaced with the following:

J.P. Morgan Investment Management Inc. (the adviser)

---

| | | |
|:---|:---|:---|
| &nbsp;&nbsp;&nbsp;**Portfolio Manager** | **Managed the<br>Fund Since** | **Primary Title with<br>Investment Adviser** |
| &nbsp;&nbsp;&nbsp;Daniel Bloomgarden | 2025 | Managing Director |
| &nbsp;&nbsp;&nbsp;Grace Koo | 2014 | Managing Director |
| &nbsp;&nbsp;&nbsp;Gary Herbert | 2026 | Managing Director |

---

In addition, the "**The Fund's Management and Administration — The Portfolio Managers — Global Allocation Fund**" section of the Fund's Prospectus is deleted in its entirety and replaced with the following:

The Fund is managed by JPMIM's Multi-Asset Solutions Team (MAS), with primary responsibility held by Daniel Bloomgarden, Grace Koo, and Gary Herbert. Daniel Bloomgarden, Managing Director is the Global Director of Research for MAS, he joined JPMIM in 2015 and became a portfolio manager of the Fund in 2025, having previously worked as a senior research analyst and portfolio manager in the U.S. Equity Team. Grace Koo, Managing Director, Global Co-Head of Total Return & Risk Managed Strategies, joined the firm in 2007, became a member of MAS in 2011, and has managed the Fund since 2014. Gary Herbert, Managing Director and CFA charterholder, is the CIO for North America of MAS a role he assumed in 2026 after serving as Co-CIO since 2023. He joined JPMIM in 2020 and has been a portfolio manager of the Fund since 2026. Prior to joining JPMIM, Mr. Herbert was Head of Global Credit at Brandywine Global LLC. The portfolio managers are responsible for establishing and monitoring the Fund's strategy and tactical allocations, focusing on portfolio construction, investment strategy selection, and risk management. They are supported by multiple specialist teams who help implement the Fund's strategies within the parameters set by the portfolio management team.

Effective April 1, 2026, the information in the "**Portfolio Managers — Portfolio Managers' Other Accounts Managed**" section of the SAI with respect to the Fund is hereby deleted in its entirety and replaced with the following:

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| | **Non-Performance Based Fee Advisory Accounts** | **Non-Performance Based Fee Advisory Accounts** | **Non-Performance Based Fee Advisory Accounts** | **Non-Performance Based Fee Advisory Accounts** | **Non-Performance Based Fee Advisory Accounts** | **Non-Performance Based Fee Advisory Accounts** |
| | **Registered Investment<br>Companies** | **Registered Investment<br>Companies** | **Other Pooled Investment<br>Vehicles** | **Other Pooled Investment<br>Vehicles** | **Other Accounts** | **Other Accounts** |
| | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** |
|  **Global Allocation Fund** |  |  |  |  |  |  |
| Daniel Bloomgarden | 0 | 0 | 0 | 0 | 0 | 0 |
| Grace Koo | 8 | 13427275 | 1 | 98721 | 0 | 0 |
| Gary Herbert | 12 | 21190212 | 18 | 28263254 | 4 | 2518515 |

---

**SUP-GAL-PM-326** 

------

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | **Performance Based Fee Advisory Accounts** | **Performance Based Fee Advisory Accounts** | **Performance Based Fee Advisory Accounts** | **Performance Based Fee Advisory Accounts** | **Performance Based Fee Advisory Accounts** | **Performance Based Fee Advisory Accounts** |
|  | **Registered Investment<br>Companies** | **Registered Investment<br>Companies** | **Other Pooled Investment<br>Vehicles** | **Other Pooled Investment<br>Vehicles** | **Other Accounts** | **Other Accounts** |
|  | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** |
|  **Global Allocation Fund** |  |  |  |  |  |  |
| Daniel Bloomgarden | 0 | 0 | 0 | 0 | 0 | 0 |
| Grace Koo | 0 | 0 | 0 | 0 | 0 | 0 |
| Gary Herbert | 0 | 0 | 0 | 0 | 1 | 3364448 |

---

In addition, effective April 1, 2026, the information in the **"Portfolio Managers — Portfolio Managers' Ownership of Securities"** section of the SAI with respect to the Fund is hereby deleted in its entirety and replaced with the following:

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
| | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** |
| | **None** | **$1—<br>$10000** | **$10001-<br>$50000** | **$50001-<br>$100000** | **$100001-<br>$500000** | **$500001-<br>$1000000** | **Over<br>$1,000,000** |
|  **Global Allocation Fund** |  |  |  |  |  |  |  |
| Daniel Bloomgarden | X |  |  |  |  |  |  |
| Grace Koo |  |  |  |  | X |  |  |
| Gary Herbert | X |  |  |  |  |  |  |

---

**INVESTORS SHOULD RETAIN THIS SUPPLEMENT WITH THE SUMMARY PROSPECTUSES,** 

**PROSPECTUSES AND STATEMENT OF ADDITIONAL INFORMATION FOR FUTURE REFERENCE**