# 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

- Series ID: S000077902
- Registrant: JPMorgan Trust IV
- LEI: 549300ZPRVKCK6QZ5N73
- Net assets: $143.3M
- Total assets: $143.3M
- 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 (24 reported)

_Showing 15 of 24 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [JPMorgan International Research Enhanced Equity ETF](https://search.stillhousedata.com/security/46641Q134) | — | $18.5M | 1289.70% |
| [JPMorgan U.S. Equity Fund](https://search.stillhousedata.com/security/48121L817) | — | $17.0M | 1186.46% |
| [JPMorgan U.S. Research Enhanced Equity Fund](https://search.stillhousedata.com/security/4812A1837) | — | $16.8M | 1174.17% |
| [JPMorgan Value Advantage Fund](https://search.stillhousedata.com/security/46641U382) | — | $16.3M | 1135.41% |
| [JPMorgan Growth Advantage Fund](https://search.stillhousedata.com/security/46640W108) | — | $16.1M | 1125.05% |
| [JPMorgan Global Select Equity ETF](https://search.stillhousedata.com/security/46654Q740) | — | $13.2M | 922.38% |
| [JPMorgan International Equity Fund](https://search.stillhousedata.com/security/48121L882) | — | $10.2M | 715.33% |
| [JPMorgan Core Plus Bond Fund](https://search.stillhousedata.com/security/4812C0134) | — | $6.8M | 474.91% |
| [JPMorgan BetaBuilders U.S. Mid Cap Equity ETF](https://search.stillhousedata.com/security/46641Q340) | — | $5.6M | 390.29% |
| [JPMorgan ActiveBuilders Emerging Markets Equity ETF](https://search.stillhousedata.com/security/46641Q266) | — | $4.5M | 312.92% |
| [JPMorgan Emerging Markets Research Enhanced Equity Fund](https://search.stillhousedata.com/security/46645V626) | — | $3.5M | 246.15% |
| [JPMorgan U.S. Government Money Market Fund](https://search.stillhousedata.com/security/4812C2270) | — | $2.8M | 198.83% |
| [JPMorgan Core Bond Fund](https://search.stillhousedata.com/security/4812C0100) | — | $2.3M | 158.03% |
| [JPMorgan High Yield Fund](https://search.stillhousedata.com/security/4812C0126) | — | $2.0M | 140.20% |
| [JPMorgan Realty Income ETF](https://search.stillhousedata.com/security/46641Q126) | — | $1.9M | 132.87% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: JPMorgan Trust IV](https://search.stillhousedata.com/registrant/1659326)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000077902.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.