# JPMorgan SmartRetirement Blend 2040 Fund

JPMorgan SmartRetirement Blend 2040 Fund is a registered fund series of JPMorgan Trust I (series S000037368). Net assets $3.3B as of 2026-03-31.

## Profile

- Series ID: S000037368
- Registrant: JPMorgan Trust I
- LEI: 549300KKAL12NQ4N7398
- Net assets: $3.3B
- Total assets: $3.3B
- 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 (16 reported)

_Showing 15 of 16 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [JPMorgan Equity Index Fund](https://search.stillhousedata.com/security/4812C2213) | — | $1.4B | 4155.49% |
| [JPMorgan BetaBuilders International Equity ETF](https://search.stillhousedata.com/security/46641Q373) | — | $625.3M | 1905.63% |
| [JPMorgan Core Plus Bond Fund](https://search.stillhousedata.com/security/4812C0134) | — | $458.0M | 1395.68% |
| [JPMorgan Core Bond Fund](https://search.stillhousedata.com/security/4812C0100) | — | $152.6M | 465.15% |
| [JPMorgan BetaBuilders U.S. Mid Cap Equity ETF](https://search.stillhousedata.com/security/46641Q340) | — | $145.6M | 443.69% |
| [JPMorgan BetaBuilders Emerging Markets Equity ETF](https://search.stillhousedata.com/security/46654Q807) | — | $114.5M | 348.90% |
| [JPMorgan Emerging Markets Research Enhanced Equity Fund](https://search.stillhousedata.com/security/46645V626) | — | $113.6M | 346.05% |
| [JPMorgan High Yield Fund](https://search.stillhousedata.com/security/4812C0126) | — | $98.7M | 300.93% |
| [JPMorgan BetaBuilders U.S. Small Cap Equity ETF](https://search.stillhousedata.com/security/46641Q290) | — | $73.8M | 225.04% |
| [JPMorgan U.S. Government Money Market Fund](https://search.stillhousedata.com/security/4812C2270) | — | $55.8M | 170.04% |
| [JPMorgan BetaBuilders MSCI US REIT ETF](https://search.stillhousedata.com/security/46641Q738) | — | $51.2M | 156.14% |
| [JPMorgan Emerging Markets Debt Fund](https://search.stillhousedata.com/security/48121A134) | — | $21.7M | 66.08% |
| [United States of America](https://search.stillhousedata.com/security/91282CMH1) | — | $5.1M | 15.68% |
| S&P MidCap 400 E-Mini Index | — | $319K | 0.97% |
| Russell 2000 E-Mini Index | — | $-198K | -0.60% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $3.3B |
| 2025-12-31 | $3.2B |
| 2025-09-30 | $3.2B |
| 2025-06-30 | $3.0B |
| 2025-03-31 | $2.7B |
| 2024-12-31 | $2.6B |
| 2024-09-30 | $2.8B |
| 2024-06-30 | $2.6B |

## More

- [Registrant: JPMorgan Trust I](https://search.stillhousedata.com/registrant/1217286)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000037368.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.