JPMorgan SmartRetirement 2040 Fund is a registered fund series of JPMorgan Trust I (series S000011876). Net assets $3.4B as of 2026-03-31.
Showing 15 of 24 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| JPMorgan Core Plus Bond Fund | — | $476.6M | 1397.79% |
| JPMorgan International Research Enhanced Equity ETF | — | $373.1M | 1094.01% |
| JPMorgan U.S. Research Enhanced Equity Fund | — | $341.9M | 1002.50% |
| JPMorgan U.S. Equity Fund | — | $338.1M | 991.63% |
| JPMorgan Growth Advantage Fund | — | $329.1M | 965.18% |
| JPMorgan Value Advantage Fund | — | $327.6M | 960.83% |
| JPMorgan Global Select Equity ETF | — | $266.5M | 781.42% |
| JPMorgan International Equity Fund | — | $201.4M | 590.54% |
| JPMorgan Core Bond Fund | — | $158.9M | 465.86% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | — | $114.2M | 334.99% |
| JPMorgan High Yield Fund | — | $102.9M | 301.65% |
| JPMorgan ActiveBuilders Emerging Markets Equity ETF | — | $86.6M | 253.94% |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | — | $70.9M | 207.93% |
| JPMorgan U.S. Government Money Market Fund | — | $54.6M | 160.12% |
| JPMorgan Realty Income ETF | — | $40.4M | 118.34% |
| Report date | Net assets |
|---|---|
| 2026-03-31 | $3.4B |
| 2025-12-31 | $4.2B |
| 2025-09-30 | $4.3B |
| 2025-06-30 | $4.1B |
| 2025-03-31 | $3.9B |
| 2024-12-31 | $3.8B |
| 2024-09-30 | $4.0B |
| 2024-06-30 | $3.8B |