FundWatcher
JSMLX
JPMorgan SmartRetirement 2065 Fund
JPMorgan Trust IV
Fund of fundsTarget-date

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
22
Top-10 weight
87.33%
Effective holdings ?
11
Crowding ?
22.8

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 JPMorgan International Research Enhanced Equity ETF — 243,961 $18.48M 12.90%
2 JPM-US EQTY-R6 — 681,031 $17.00M 11.86%
3 JPMorgan U.S. Research Enhanced Equity Fund, Class R6 — 369,560 $16.82M 11.74%
4 JPMorgan Value Advantage Fund, Class R6 — 447,392 $16.27M 11.35%
5 JPMorgan Growth Advantage Fund, Class R6 — 395,744 $16.12M 11.25%
6 JPMorgan Global Select Equity ETF JGLO 202,466 $13.21M 9.22%
7 JPMorgan International Equity Fund, Class R6 — 460,405 $10.25M 7.15%
8 JPMorgan Core Plus Bond Fund, Class R6 — 938,491 $6.80M 4.75%
9 JPMorgan BetaBuilders US Mid Cap Equity ETF — 51,579 $5.59M 3.90%
10 JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA 86,166 $4.48M 3.13%
11 JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 — 161,180 $3.53M 2.46%
12 JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD MGMXX 2,848,670 $2.85M 1.99%
13 JPMorgan Core Bond R6 — 218,751 $2.26M 1.58%
14 JPMorgan High Yield Fund, Class R6 — 309,503 $2.01M 1.40%
15 JPMorgan Realty Income ETF — 39,600 $1.90M 1.33%
16 JPMorgan Small Cap Equity Fund, Class R6 — 36,107 $1.60M 1.11%
17 JPMorgan Emerging Markets Equity Fund, Class R6 — 28,585 $1.25M 0.87%
18 JPMorgan Small Cap Value Fund, Class R6 — 24,721 $729.04K 0.51%
19 JPMorgan Small Cap Growth Fund, Class R6 — 32,299 $720.58K 0.50%
20 JPMorgan BetaBuilders MSCI US REIT ETF — 6,508 $622.75K 0.43%
21 JPMorgan Emerging Markets Debt Fund, Class R6 — 53,191 $344.15K 0.24%
22 US TREASURY N/B — 335,000 $336.03K 0.23%
23 US ULTRA BOND CBT Sep25 — 35 -$21.01K -0.01%
24 MSCI ACWI Index — 42 -$61.25K -0.04%

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