# EDGAR Filing Document

**Accession Number:** 0001217286
**File Stem:** 0001193125-25-261808
**Filing Date:** 2025-11
**Character Count:** 4830
**Document Hash:** 86a73465dcb9c40f81e02e1ddcfb773a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-25-261808.hdr.sgml**: 20251103

**ACCESSION NUMBER**: 0001193125-25-261808

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20251103

**DATE AS OF CHANGE**: 20251103

**EFFECTIVENESS DATE**: 20251103

**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:** 251442366

**BUSINESS ADDRESS:**
- **STREET 1:** 277 PARK AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10172
- **BUSINESS PHONE:** 800-480-4111

**MAIL ADDRESS:**
- **STREET 1:** 277 PARK AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10172

**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   |
|:---|:---|:---|
| C000097802 | Class A      | GAOAX           |
| C000097803 | Class C      | GAOCX           |
| C000097804 | Class I      | GAOSX           |

**J.P. MORGAN FUNDS** 

**JPMORGAN TRUST I** 

**JPMorgan Global Allocation Fund** 

*(All Share Classes)* 

*(the "Fund")* 

**Supplement dated November 3, 2025** 

**to the current Summary Prospectuses and Prospectuses, as supplemented** 

Effective immediately, 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:

**Management** 

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;Jeffrey A. Geller\* | 2011 | Managing Director |
| &nbsp;&nbsp;&nbsp;Daniel Bloomgarden | 2025 | Managing Director |
| &nbsp;&nbsp;&nbsp;Michael H. Feser | 2020 | Managing Director |
| &nbsp;&nbsp;&nbsp;Grace Koo | 2014 | Managing Director |
| &nbsp;&nbsp;&nbsp;Philip Camporeale Jr. | 2020 | Managing Director |

---

\* Mr. Geller has announced his retirement from JPMIM effective late 2026. Mr. Geller will continue to serve on the Fund's portfolio management team until the first quarter of 2026, at which time a subsequent announcement will be made regarding the specific date that Mr. Geller will cease serving as a listed portfolio manager. Upon his removal as a listed portfolio manager, Mr. Geller will continue to serve as an advisor to management and investment teams through his retirement date in late 2026. 

In addition, the "**The Funds' Management and Administration — The Portfolio Managers — Global Allocation Fund**" section of the Funds Prospectuses is hereby 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 Jeffrey A. Geller, Daniel Bloomgarden, Michael H. Feser, Grace Koo, and Philip Camporeale Jr. Jeffrey A. Geller, Managing Director and CFA charterholder, has been with JPMIM since 2006 and has managed the Fund since its inception, overseeing all accounts managed by the team. 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. Michael H. Feser, Managing Director and CFA charterholder, manages many Risk Managed Strategies for MAS and is co-author of the adviser's long-term capital market assumptions; he joined JPMIM in 1994 and became a portfolio manager of the Fund in 2020. 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. Philip Camporeale Jr., Managing Director, joined JPMIM in 2000, became a member of MAS in 2011, and has managed the Fund since 2020, having previously worked as a portfolio manager in the global fixed income currency and commodity team. 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.

**INVESTORS SHOULD RETAIN THIS SUPPLEMENT WITH THE** 

**SUMMARY PROSPECTUSES AND PROSPECTUSES FOR FUTURE REFERENCE** 

**SUP-PM-GA-1125**