JPMorgan SmartRetirement 2065 Fund

JPMorgan SmartRetirement 2065 Fund is a registered fund series of JPMorgan Trust IV (series S000077902). Net assets $143.3M as of 2026-03-31.

Profile

Advisers

Top holdings (24 reported)

Showing 15 of 24 holdings by value.

HoldingTickerValue% of fund
JPMorgan International Research Enhanced Equity ETF$18.5M1289.70%
JPMorgan U.S. Equity Fund$17.0M1186.46%
JPMorgan U.S. Research Enhanced Equity Fund$16.8M1174.17%
JPMorgan Value Advantage Fund$16.3M1135.41%
JPMorgan Growth Advantage Fund$16.1M1125.05%
JPMorgan Global Select Equity ETF$13.2M922.38%
JPMorgan International Equity Fund$10.2M715.33%
JPMorgan Core Plus Bond Fund$6.8M474.91%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF$5.6M390.29%
JPMorgan ActiveBuilders Emerging Markets Equity ETF$4.5M312.92%
JPMorgan Emerging Markets Research Enhanced Equity Fund$3.5M246.15%
JPMorgan U.S. Government Money Market Fund$2.8M198.83%
JPMorgan Core Bond Fund$2.3M158.03%
JPMorgan High Yield Fund$2.0M140.20%
JPMorgan Realty Income ETF$1.9M132.87%

Net asset history

Report dateNet assets
2026-03-31$143.3M
2025-12-31$122.8M
2025-09-30$112.2M
2025-06-30$90.1M
2025-03-31$70.6M
2024-12-31$51.9M
2024-09-30$40.0M
2024-06-30$30.1M

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