# JPMorgan SmartRetirement 2065 Fund — new fund registration

JPMORGAN TRUST IV registered fund series on Form 485APOS, filed 2024-08-29. Featured series: JPMorgan SmartRetirement 2065 Fund.

## Registration

- Registrant / trust: JPMORGAN TRUST IV
- CIK: 0001659326
- Form: 485APOS
- Filed: 2024-08-29
- State of incorporation: DE
- Accession: 0001193125-24-209489
- Reported net assets: $143.3M

## Series & classes (14)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [JPMorgan SmartRetirement 2065 Fund](https://search.stillhousedata.com/fund/S000077902) | Class R6 | JSMOX | — |
| [JPMorgan SmartRetirement 2065 Fund](https://search.stillhousedata.com/fund/S000077902) | Class C | JSMHX | — |
| [JPMorgan SmartRetirement 2065 Fund](https://search.stillhousedata.com/fund/S000077902) | Class I | JSMJX | — |
| [JPMorgan SmartRetirement 2065 Fund](https://search.stillhousedata.com/fund/S000077902) | Class R2 | JSMKX | — |
| [JPMorgan SmartRetirement 2065 Fund](https://search.stillhousedata.com/fund/S000077902) | Class R3 | JSMPX | — |
| [JPMorgan SmartRetirement 2065 Fund](https://search.stillhousedata.com/fund/S000077902) | Class R4 | JSMLX | — |
| [JPMorgan SmartRetirement 2065 Fund](https://search.stillhousedata.com/fund/S000077902) | Class A | JSMEX | — |
| [JPMorgan SmartRetirement 2065 Fund](https://search.stillhousedata.com/fund/S000077902) | Class R5 | JSMMX | — |
| [JPMorgan SmartRetirement Blend 2065 Fund](https://search.stillhousedata.com/fund/S000077903) | Class I | JSBSX | — |
| [JPMorgan SmartRetirement Blend 2065 Fund](https://search.stillhousedata.com/fund/S000077903) | Class R2 | JSBZX | — |
| [JPMorgan SmartRetirement Blend 2065 Fund](https://search.stillhousedata.com/fund/S000077903) | Class R3 | JSBPX | — |
| [JPMorgan SmartRetirement Blend 2065 Fund](https://search.stillhousedata.com/fund/S000077903) | Class R4 | JSBQX | — |
| [JPMorgan SmartRetirement Blend 2065 Fund](https://search.stillhousedata.com/fund/S000077903) | Class R5 | JSMDX | — |
| [JPMorgan SmartRetirement Blend 2065 Fund](https://search.stillhousedata.com/fund/S000077903) | Class R6 | JSBYX | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.00%
- Gross expense ratio: 0.89%
- Management fee: 0.00%
- Net expense ratio: 0.40%
- Other expenses: 0.49%

## Investment objective

The Fund seeks high total return with a shift to current income and some capital appreciation over time as the Fund approaches and passes the target retirement date.

## Advisers

- [J.P. Morgan Investment Management Inc. (Advisor)](https://search.stillhousedata.com/firm/107038)

## Other filings by this registrant (15)

- [485APOS — 2025-12-19 (1 new series)](https://search.stillhousedata.com/launch/0001193125-25-325413)
- [485APOS — 2025-11-24 (14 new series)](https://search.stillhousedata.com/launch/0001193125-25-292266)
- [485APOS — 2025-04-23](https://search.stillhousedata.com/launch/0001193125-25-090810)
- [485APOS — 2024-07-01](https://search.stillhousedata.com/launch/0001193125-24-173123)
- [485APOS — 2022-08-12 (14 new series)](https://search.stillhousedata.com/launch/0001193125-22-219521)
- [485APOS — 2022-05-27](https://search.stillhousedata.com/launch/0001193125-22-162179)
- [485APOS — 2021-12-23](https://search.stillhousedata.com/launch/0001193125-21-366130)
- [485APOS — 2021-12-03 (3 new series)](https://search.stillhousedata.com/launch/0001193125-21-347807)
- [485APOS — 2020-11-30 (10 new series)](https://search.stillhousedata.com/launch/0001193125-20-305115)
- [485APOS — 2020-07-30](https://search.stillhousedata.com/launch/0001193125-20-203782)
- [485APOS — 2020-04-17](https://search.stillhousedata.com/launch/0001193125-20-110447)
- [485APOS — 2020-04-01 (7 new series)](https://search.stillhousedata.com/launch/0001193125-20-093821)

## More

- [Registrant profile: JPMORGAN TRUST IV](https://search.stillhousedata.com/registrant/1659326)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001193125-24-209489.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.