JPMorgan SmartRetirement 2020 Fund

JPMorgan SmartRetirement 2020 Fund is a registered fund series of JPMorgan Trust I (series S000011874). Net assets $1.1B as of 2025-03-31.

Profile

Advisers

Top holdings (21 reported)

Showing 15 of 21 holdings by value.

HoldingTickerValue% of fund
JPMorgan Core Bond Fund$359.5M3199.95%
JPMorgan Core Plus Bond Fund$119.7M1065.19%
JPMorgan U.S. Research Enhanced Equity Fund$98.4M876.03%
JPMorgan U.S. Equity Fund$98.1M873.30%
JPMorgan International Research Enhanced Equity ETF$65.7M584.96%
JPMorgan High Yield Fund$59.9M533.35%
JPMorgan Inflation Managed Bond ETF$57.9M515.60%
JPMorgan U.S. Government Money Market Fund$51.1M454.80%
JPMorgan Global Select Equity ETF$44.4M394.96%
JPMorgan International Equity Fund$35.6M316.54%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF$30.3M269.52%
JPMorgan ActiveBuilders Emerging Markets Equity ETF$20.9M186.42%
JPMorgan Emerging Markets Debt Fund$20.4M181.22%
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF$14.9M132.75%
JPMorgan Emerging Markets Research Enhanced Equity Fund$12.7M112.82%

Net asset history

Report dateNet assets
2025-03-31$1.1B
2024-12-31$1.1B
2024-09-30$1.3B
2024-06-30$1.3B
2024-03-31$1.3B
2023-12-31$1.4B
2023-09-30$1.4B
2023-06-30$1.7B

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