JPMorgan SmartSpending 2020 Fund is a registered fund series of JPMorgan Trust IV (series S000068804). Net assets $27.3M as of 2021-12-31.
Showing 15 of 200 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| JPMorgan Equity Index Fund | — | $4.3M | 1570.94% |
| JPMorgan BetaBuilders International Equity ETF | — | $2.8M | 1008.60% |
| JPMorgan Short Duration Core Plus Fund | — | $2.2M | 818.72% |
| JPMorgan Inflation Managed Bond Fund | — | $2.1M | 769.03% |
| JPMorgan U.S. Aggregate Bond ETF | — | $1.7M | 613.31% |
| JPMorgan U.S. Government Money Market Fund | — | $1.2M | 428.54% |
| JPMorgan High Yield Research Enhanced ETF | — | $1.2M | 422.93% |
| JPMorgan High Yield Fund | — | $993K | 363.58% |
| iShares Core MSCI Emerging Markets ETF | — | $883K | 323.40% |
| JPMorgan Income Fund | — | $692K | 253.41% |
| JPMorgan BetaBuilders MSCI US REIT ETF | — | $568K | 207.85% |
| JPMorgan Emerging Markets Debt Fund | — | $553K | 202.62% |
| iShares Russell Mid-Cap ETF | — | $548K | 200.83% |
| JPMorgan Emerging Markets Strategic Debt Fund | — | $508K | 186.03% |
| GNMA | — | $422K | 154.51% |
| Report date | Net assets |
|---|---|
| 2021-12-31 | $27.3M |
| 2021-09-30 | $27.8M |
| 2021-06-30 | $28.3M |
| 2021-03-31 | $27.4M |
| 2020-12-31 | $27.3M |
| 2020-09-30 | $25.8M |