# 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

- CIK: 1659326
- File number: 811-23117
- LEI: 549300OTMPZX852VDL37
- Address: 390 Madison Avenue, New York, US-NY, 10017
- Phone: 800-480-4111
- Net assets: $20.9B
- Total assets: $21.2B
- Fund series: 18
- Latest report: 2026-05-31

## Fund series (18)

| Series | Net assets |
| --- | --- |
| [JPMorgan Equity Premium Income Fund](https://search.stillhousedata.com/fund/S000062679) | $5.5B |
| [JPMorgan Hedged Equity 2 Fund](https://search.stillhousedata.com/fund/S000070948) | $5.4B |
| [JPMorgan Ultra-Short Municipal Fund](https://search.stillhousedata.com/fund/S000052823) | $2.6B |
| [JPMorgan Hedged Equity 3 Fund](https://search.stillhousedata.com/fund/S000070949) | $2.6B |
| [JPMorgan Emerging Markets Research Enhanced Equity Fund](https://search.stillhousedata.com/fund/S000063496) | $2.2B |
| [JPMorgan Preferred and Income Securities Fund](https://search.stillhousedata.com/fund/S000075349) | $2.0B |
| [JPMorgan International Hedged Equity Fund](https://search.stillhousedata.com/fund/S000063497) | $206.7M |
| [JPMorgan SmartRetirement 2065 Fund](https://search.stillhousedata.com/fund/S000077902) | $143.3M |
| [JPMorgan SmartRetirement Blend 2065 Fund](https://search.stillhousedata.com/fund/S000077903) | $142.9M |
| [JPMorgan High Yield Opportunities Fund](https://search.stillhousedata.com/fund/S000055001) | $29.0M |
| [JPMorgan SmartSpending 2020 Fund](https://search.stillhousedata.com/fund/S000068804) | $27.3M |
| [JPMorgan Core Focus SMA Fund](https://search.stillhousedata.com/fund/S000057630) | $20.3M |
| [JPMorgan SmartRetirement Blend 2015 Fund](https://search.stillhousedata.com/fund/S000055856) | $19.8M |
| [JPMorgan Macro Opportunities Fund](https://search.stillhousedata.com/fund/S000065457) | $17.6M |
| [JPMorgan International Equity Plus Fund](https://search.stillhousedata.com/fund/S000065452) | $12.7M |
| [JPMorgan Value Plus Fund](https://search.stillhousedata.com/fund/S000054968) | $11.5M |
| [JPMorgan SmartRetirement Blend 2070 Fund](https://search.stillhousedata.com/fund/S000101281) | $1.9M |
| [JPMorgan SmartRetirement 2070 Fund](https://search.stillhousedata.com/fund/S000101280) | $1.9M |

## Largest reported holdings (across all series)

| Holding | Value |
| --- | --- |
| [JPMorgan Institutional Tax Free Money Market Fund](https://search.stillhousedata.com/security/46645V725) | $340.2M |
| [Pennsylvania Turnpike Commission](https://search.stillhousedata.com/security/7092248P7) | $35.0M |
| [Rib Floater Trust Various States](https://search.stillhousedata.com/security/76252PXR5) | $31.4M |
| [Black Belt Energy Gas District](https://search.stillhousedata.com/security/09182NCC2) | $25.6M |
| [Ohio State University (The)](https://search.stillhousedata.com/security/677632P39) | $25.0M |
| [City of New York NY](https://search.stillhousedata.com/security/64966SMQ6) | $25.0M |
| [New York City Transitional Finance Authority Future Tax Secured Revenue](https://search.stillhousedata.com/security/64971XHV3) | $25.0M |
| [Township of Woodbridge NJ](https://search.stillhousedata.com/security/9788624C1) | $22.1M |
| [Fairfax County Industrial Development Authority](https://search.stillhousedata.com/security/30382VAA4) | $22.0M |
| [Croton-Harmon Union Free School District](https://search.stillhousedata.com/security/227777GZ6) | $20.0M |
| [City of Valdez AK](https://search.stillhousedata.com/security/919061ET4) | $20.0M |
| [Wisconsin Health & Educational Facilities Authority](https://search.stillhousedata.com/security/97712JNL3) | $20.0M |
| [Indiana Housing & Community Development Authority](https://search.stillhousedata.com/security/45505TRY9) | $20.0M |
| [Wisconsin Health & Educational Facilities Authority](https://search.stillhousedata.com/security/97712D8W9) | $20.0M |
| [County of Hamilton OH Sales Tax Revenue](https://search.stillhousedata.com/security/407287MX6) | $18.4M |

## More

- [CIK 1659326 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1659326&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/1659326.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.