FundWatcher
JAJSX
JPMorgan SmartRetirement 2070 Fund
JPMorgan Trust IV

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
22
Top-10 weight
87.19%
Effective holdings ?
11
Crowding ?
21.5

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 JPMorgan International Research Enhanced Equity ETF — 3,228 $244.49K 13.01%
2 JPMorgan Growth Advantage Fund, Class R6 — 5,276 $214.88K 11.43%
3 JPMorgan Value Advantage Fund, Class R6 — 5,842 $212.40K 11.30%
4 JPM-US EQTY-R6 — 8,336 $208.06K 11.07%
5 JPMorgan U.S. Research Enhanced Equity Fund, Class R6 — 4,476 $203.73K 10.84%
6 JPMorgan Global Select Equity ETF JGLO 2,645 $172.64K 9.18%
7 JPMorgan International Equity Fund, Class R6 — 5,859 $130.43K 6.94%
8 JPMorgan Core Plus Bond Fund, Class R6 — 12,890 $93.45K 4.97%
9 JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA 1,479 $76.95K 4.09%
10 State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD 1,259 $74.56K 3.97%
11 JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 — 2,100 $45.96K 2.44%
12 JPMorgan Core Bond R6 — 3,009 $31.14K 1.66%
13 JPMorgan Emerging Markets Equity Fund, Class R6 — 710 $30.97K 1.65%
14 JPMorgan High Yield Fund, Class R6 — 4,282 $27.79K 1.48%
15 JPMorgan Realty Income ETF — 544 $26.15K 1.39%
16 JPMorgan Small Cap Equity Fund, Class R6 — 454 $20.09K 1.07%
17 JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD MGMXX 17,757 $17.76K 0.94%
18 JPMorgan Small Cap Value Fund, Class R6 — 346 $10.21K 0.54%
19 JPMorgan Small Cap Growth Fund, Class R6 — 456 $10.18K 0.54%
20 JPMorgan BetaBuilders MSCI US REIT ETF — 90 $8.61K 0.46%
21 US TREASURY N/B — 6,000 $6.02K 0.32%
22 JPMorgan Emerging Markets Debt Fund, Class R6 — 743 $4.80K 0.26%
23 US ULTRA BOND CBT Sep25 — 2 -$1.18K -0.06%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.