JPMorgan SmartRetirement Blend 2065 Fund is a registered fund series of JPMorgan Trust IV (series S000077903). Net assets $142.9M as of 2026-03-31.
Showing 15 of 16 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| JPMorgan Equity Index Fund | — | $69.2M | 4840.97% |
| JPMorgan BetaBuilders International Equity ETF | — | $32.6M | 2281.10% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | — | $8.0M | 556.78% |
| JPMorgan Core Plus Bond Fund | — | $6.7M | 470.72% |
| JPMorgan BetaBuilders Emerging Markets Equity ETF | — | $6.0M | 422.98% |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | — | $5.7M | 395.63% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | — | $3.9M | 274.49% |
| JPMorgan U.S. Government Money Market Fund | — | $3.1M | 219.98% |
| JPMorgan BetaBuilders MSCI US REIT ETF | — | $2.7M | 186.49% |
| JPMorgan Core Bond Fund | — | $2.2M | 156.88% |
| JPMorgan High Yield Fund | — | $2.0M | 139.64% |
| United States of America | — | $363K | 25.40% |
| JPMorgan Emerging Markets Debt Fund | — | $343K | 23.98% |
| S&P MidCap 400 E-Mini Index | — | $13K | 0.93% |
| Russell 2000 E-Mini Index | — | $-8K | -0.57% |
| Report date | Net assets |
|---|---|
| 2026-03-31 | $142.9M |
| 2025-12-31 | $118.8M |
| 2025-09-30 | $103.4M |
| 2025-06-30 | $83.4M |
| 2025-03-31 | $64.3M |
| 2024-12-31 | $48.6M |
| 2024-09-30 | $42.0M |
| 2024-06-30 | $30.8M |