JPMorgan SmartSpending 2015 Fund — new fund registration

JPMORGAN TRUST IV registered fund series on Form 485APOS, filed 2021-12-23. Featured series: JPMorgan SmartSpending 2015 Fund.

Registration

• Registrant / trust: JPMORGAN TRUST IV
• CIK: 0001659326
• Form: 485APOS
• Filed: 2021-12-23
• State of incorporation: DE
• Accession: 0001193125-21-366130
• Reported net assets: $19.8M

Series & classes (6)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 1.84%
• Management fee: 0.15%
• Net expense ratio: 0.69%
• Other expenses: 1.25%

Investment objective

The Fund seeks to provide total return consisting of current income and some capital appreciation.

Advisers

• J.P. Morgan Investment Management Inc. (Advisor)

Other filings by this registrant (15)

• 485APOS — 2025-12-19 (1 new series)
• 485APOS — 2025-11-24 (14 new series)
• 485APOS — 2025-04-23
• 485APOS — 2024-08-29
• 485APOS — 2024-07-01
• 485APOS — 2022-08-12 (14 new series)
• 485APOS — 2022-05-27
• 485APOS — 2021-12-03 (3 new series)
• 485APOS — 2020-11-30 (10 new series)
• 485APOS — 2020-07-30
• 485APOS — 2020-04-17
• 485APOS — 2020-04-01 (7 new series)

More

• Registrant profile: JPMORGAN TRUST IV
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