# JPMorgan SmartRetirement Blend 2015 Fund

JPMorgan SmartRetirement Blend 2015 Fund is a registered fund series of JPMorgan Trust IV (series S000055856). Net assets $19.8M as of 2023-09-30.

## Profile

- Series ID: S000055856
- Registrant: JPMorgan Trust IV
- LEI: 549300BFLQNPKFGMEK82
- Net assets: $19.8M
- Total assets: $19.8M
- As of: 2023-09-30
- Type: Fund of funds

## Advisers

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

## Top holdings (38 reported)

_Showing 15 of 38 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [JPMorgan Core Plus Bond Fund](https://search.stillhousedata.com/security/4812C0134) | — | $3.8M | 1912.07% |
| [JPMorgan Equity Index Fund](https://search.stillhousedata.com/security/4812C2213) | — | $3.6M | 1803.71% |
| [JPMorgan BetaBuilders U.S. Aggregate Bond ETF](https://search.stillhousedata.com/security/46641Q241) | — | $3.0M | 1525.54% |
| [JPMorgan BetaBuilders International Equity ETF](https://search.stillhousedata.com/security/46641Q373) | — | $2.1M | 1082.53% |
| [JPMorgan U.S. Government Money Market Fund](https://search.stillhousedata.com/security/4812C2270) | — | $2.0M | 991.63% |
| [JPMorgan High Yield Fund](https://search.stillhousedata.com/security/4812C0126) | — | $1.5M | 765.32% |
| [JPMorgan Inflation Managed Bond ETF](https://search.stillhousedata.com/security/46654Q104) | — | $741K | 374.70% |
| [SPDR S&P MidCap 400 ETF Trust](https://search.stillhousedata.com/security/78467Y107) | — | $562K | 284.10% |
| [iShares Russell 2000 ETF](https://search.stillhousedata.com/security/464287655) | — | $445K | 225.01% |
| [JPMorgan Emerging Markets Research Enhanced Equity Fund](https://search.stillhousedata.com/security/46645V626) | — | $333K | 168.63% |
| [Jpmorgan Betabuilders Emerging Markets Equity ETF](https://search.stillhousedata.com/security/46654Q807) | — | $294K | 148.78% |
| [United States of America](https://search.stillhousedata.com/security/91282CDV0) | — | $203K | 102.65% |
| [JPMorgan BetaBuilders MSCI US REIT ETF](https://search.stillhousedata.com/security/46641Q738) | — | $160K | 80.69% |
| [FNMA](https://search.stillhousedata.com/security/3140LEXU6) | — | $82K | 41.56% |
| [VOLT XCIII LLC](https://search.stillhousedata.com/security/92873CAA2) | — | $50K | 25.10% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2023-09-30 | $19.8M |
| 2023-06-30 | $21.1M |
| 2023-03-31 | $20.9M |
| 2022-12-31 | $19.7M |
| 2022-09-30 | $19.7M |
| 2022-06-30 | $26.7M |
| 2022-03-31 | $29.7M |
| 2021-12-31 | $30.2M |

## More

- [Registrant: JPMorgan Trust IV](https://search.stillhousedata.com/registrant/1659326)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000055856.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.