# JPMorgan SmartSpending 2020 Fund

JPMorgan SmartSpending 2020 Fund is a registered fund series of JPMorgan Trust IV (series S000068804). Net assets $27.3M as of 2021-12-31.

## Profile

- Series ID: S000068804
- Registrant: JPMorgan Trust IV
- LEI: 5493003KRXK4XH8ZMJ40
- Net assets: $27.3M
- Total assets: $28.2M
- As of: 2021-12-31

## Advisers

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

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [JPMorgan Equity Index Fund](https://search.stillhousedata.com/security/4812C2213) | — | $4.3M | 1570.94% |
| [JPMorgan BetaBuilders International Equity ETF](https://search.stillhousedata.com/security/46641Q373) | — | $2.8M | 1008.60% |
| [JPMorgan Short Duration Core Plus Fund](https://search.stillhousedata.com/security/46637K463) | — | $2.2M | 818.72% |
| [JPMorgan Inflation Managed Bond Fund](https://search.stillhousedata.com/security/48121L809) | — | $2.1M | 769.03% |
| [JPMorgan U.S. Aggregate Bond ETF](https://search.stillhousedata.com/security/46641Q241) | — | $1.7M | 613.31% |
| [JPMorgan U.S. Government Money Market Fund](https://search.stillhousedata.com/security/4812C2270) | — | $1.2M | 428.54% |
| [JPMorgan High Yield Research Enhanced ETF](https://search.stillhousedata.com/security/46641Q878) | — | $1.2M | 422.93% |
| [JPMorgan High Yield Fund](https://search.stillhousedata.com/security/4812C0126) | — | $993K | 363.58% |
| [iShares Core MSCI Emerging Markets ETF](https://search.stillhousedata.com/security/46434G103) | — | $883K | 323.40% |
| [JPMorgan Income Fund](https://search.stillhousedata.com/security/46637K216) | — | $692K | 253.41% |
| [JPMorgan BetaBuilders MSCI US REIT ETF](https://search.stillhousedata.com/security/46641Q738) | — | $568K | 207.85% |
| [JPMorgan Emerging Markets Debt Fund](https://search.stillhousedata.com/security/48121A134) | — | $553K | 202.62% |
| [iShares Russell Mid-Cap ETF](https://search.stillhousedata.com/security/464287499) | — | $548K | 200.83% |
| [JPMorgan Emerging Markets Strategic Debt Fund](https://search.stillhousedata.com/security/46637K778) | — | $508K | 186.03% |
| [GNMA](https://search.stillhousedata.com/security/36179WLP1) | — | $422K | 154.51% |

## Net asset history

| 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 |

## More

- [Registrant: JPMorgan Trust IV](https://search.stillhousedata.com/registrant/1659326)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000068804.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.