# JPMorgan SmartRetirement Blend 2065 Fund

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.

## Profile

- Series ID: S000077903
- Registrant: JPMorgan Trust IV
- LEI: 549300NFDGNCM6HDVQ16
- Net assets: $142.9M
- Total assets: $143.0M
- 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 (16 reported)

_Showing 15 of 16 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [JPMorgan Equity Index Fund](https://search.stillhousedata.com/security/4812C2213) | — | $69.2M | 4840.97% |
| [JPMorgan BetaBuilders International Equity ETF](https://search.stillhousedata.com/security/46641Q373) | — | $32.6M | 2281.10% |
| [JPMorgan BetaBuilders U.S. Mid Cap Equity ETF](https://search.stillhousedata.com/security/46641Q340) | — | $8.0M | 556.78% |
| [JPMorgan Core Plus Bond Fund](https://search.stillhousedata.com/security/4812C0134) | — | $6.7M | 470.72% |
| [JPMorgan BetaBuilders Emerging Markets Equity ETF](https://search.stillhousedata.com/security/46654Q807) | — | $6.0M | 422.98% |
| [JPMorgan Emerging Markets Research Enhanced Equity Fund](https://search.stillhousedata.com/security/46645V626) | — | $5.7M | 395.63% |
| [JPMorgan BetaBuilders U.S. Small Cap Equity ETF](https://search.stillhousedata.com/security/46641Q290) | — | $3.9M | 274.49% |
| [JPMorgan U.S. Government Money Market Fund](https://search.stillhousedata.com/security/4812C2270) | — | $3.1M | 219.98% |
| [JPMorgan BetaBuilders MSCI US REIT ETF](https://search.stillhousedata.com/security/46641Q738) | — | $2.7M | 186.49% |
| [JPMorgan Core Bond Fund](https://search.stillhousedata.com/security/4812C0100) | — | $2.2M | 156.88% |
| [JPMorgan High Yield Fund](https://search.stillhousedata.com/security/4812C0126) | — | $2.0M | 139.64% |
| [United States of America](https://search.stillhousedata.com/security/91282CMH1) | — | $363K | 25.40% |
| [JPMorgan Emerging Markets Debt Fund](https://search.stillhousedata.com/security/48121A134) | — | $343K | 23.98% |
| S&P MidCap 400 E-Mini Index | — | $13K | 0.93% |
| Russell 2000 E-Mini Index | — | $-8K | -0.57% |

## Net asset history

| 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 |

## More

- [Registrant: JPMorgan Trust IV](https://search.stillhousedata.com/registrant/1659326)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000077903.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.