JPMorgan Trust IV

JPMorgan Trust IV (CIK 1659326) is an SEC-registered fund company with 18 reporting fund series and $20.9B in net assets as of 2026-05-31.

Registrant

Fund series (18)

SeriesNet assets
JPMorgan Equity Premium Income Fund$5.5B
JPMorgan Hedged Equity 2 Fund$5.4B
JPMorgan Ultra-Short Municipal Fund$2.6B
JPMorgan Hedged Equity 3 Fund$2.6B
JPMorgan Emerging Markets Research Enhanced Equity Fund$2.2B
JPMorgan Preferred and Income Securities Fund$2.0B
JPMorgan International Hedged Equity Fund$206.7M
JPMorgan SmartRetirement 2065 Fund$143.3M
JPMorgan SmartRetirement Blend 2065 Fund$142.9M
JPMorgan High Yield Opportunities Fund$29.0M
JPMorgan SmartSpending 2020 Fund$27.3M
JPMorgan Core Focus SMA Fund$20.3M
JPMorgan SmartRetirement Blend 2015 Fund$19.8M
JPMorgan Macro Opportunities Fund$17.6M
JPMorgan International Equity Plus Fund$12.7M
JPMorgan Value Plus Fund$11.5M
JPMorgan SmartRetirement Blend 2070 Fund$1.9M
JPMorgan SmartRetirement 2070 Fund$1.9M

Largest reported holdings (across all series)

HoldingValue
JPMorgan Institutional Tax Free Money Market Fund$340.2M
Pennsylvania Turnpike Commission$35.0M
Rib Floater Trust Various States$31.4M
Black Belt Energy Gas District$25.6M
Ohio State University (The)$25.0M
City of New York NY$25.0M
New York City Transitional Finance Authority Future Tax Secured Revenue$25.0M
Township of Woodbridge NJ$22.1M
Fairfax County Industrial Development Authority$22.0M
Croton-Harmon Union Free School District$20.0M
City of Valdez AK$20.0M
Wisconsin Health & Educational Facilities Authority$20.0M
Indiana Housing & Community Development Authority$20.0M
Wisconsin Health & Educational Facilities Authority$20.0M
County of Hamilton OH Sales Tax Revenue$18.4M

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