# JPMorgan SmartRetirement 2040 Fund

JPMorgan SmartRetirement 2040 Fund is a registered fund series of JPMorgan Trust I (series S000011876). Net assets $3.4B as of 2026-03-31.

## Profile

- Series ID: S000011876
- Registrant: JPMorgan Trust I
- LEI: 549300FUD4TN9G6K7U44
- Net assets: $3.4B
- Total assets: $3.4B
- As of: 2026-03-31
- Type: Fund of funds

## Advisers

- [J.P. Morgan Investment Management Inc. (Advisor)](https://search.stillhousedata.com/firm/107038)

## Top holdings (24 reported)

_Showing 15 of 24 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [JPMorgan Core Plus Bond Fund](https://search.stillhousedata.com/security/4812C0134) | — | $476.6M | 1397.79% |
| [JPMorgan International Research Enhanced Equity ETF](https://search.stillhousedata.com/security/46641Q134) | — | $373.1M | 1094.01% |
| [JPMorgan U.S. Research Enhanced Equity Fund](https://search.stillhousedata.com/security/4812A1837) | — | $341.9M | 1002.50% |
| [JPMorgan U.S. Equity Fund](https://search.stillhousedata.com/security/48121L817) | — | $338.1M | 991.63% |
| [JPMorgan Growth Advantage Fund](https://search.stillhousedata.com/security/46640W108) | — | $329.1M | 965.18% |
| [JPMorgan Value Advantage Fund](https://search.stillhousedata.com/security/46641U382) | — | $327.6M | 960.83% |
| [JPMorgan Global Select Equity ETF](https://search.stillhousedata.com/security/46654Q740) | — | $266.5M | 781.42% |
| [JPMorgan International Equity Fund](https://search.stillhousedata.com/security/48121L882) | — | $201.4M | 590.54% |
| [JPMorgan Core Bond Fund](https://search.stillhousedata.com/security/4812C0100) | — | $158.9M | 465.86% |
| [JPMorgan BetaBuilders U.S. Mid Cap Equity ETF](https://search.stillhousedata.com/security/46641Q340) | — | $114.2M | 334.99% |
| [JPMorgan High Yield Fund](https://search.stillhousedata.com/security/4812C0126) | — | $102.9M | 301.65% |
| [JPMorgan ActiveBuilders Emerging Markets Equity ETF](https://search.stillhousedata.com/security/46641Q266) | — | $86.6M | 253.94% |
| [JPMorgan Emerging Markets Research Enhanced Equity Fund](https://search.stillhousedata.com/security/46645V626) | — | $70.9M | 207.93% |
| [JPMorgan U.S. Government Money Market Fund](https://search.stillhousedata.com/security/4812C2270) | — | $54.6M | 160.12% |
| [JPMorgan Realty Income ETF](https://search.stillhousedata.com/security/46641Q126) | — | $40.4M | 118.34% |

## Net asset history

| 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 |

## More

- [Registrant: JPMorgan Trust I](https://search.stillhousedata.com/registrant/1217286)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000011876.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.