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Holdings (Monthly) Guide ↗

JPMorgan SmartRetirement 2025 Fund

· JPMorgan Trust I
Monthly Holdings $1.9B AUM 6 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 6 Added 14 Reduced · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 JPMorgan Core Bond Fund 4812C0100 Mar 2026 60,859,691 +964,339 $626.2M +1.0% 32.82%
2 JPMorgan Core Plus Bond Fund 4812C0134 Mar 2026 28,878,095 +355,142 $208.8M +1.0% 10.94%
3 JPMorgan High Yield Fund 4812C0126 Mar 2026 21,081,660 +614,392 $137.7M +3.6% 7.22%
4 JPMorgan Inflation Managed Bond ETF 46654Q104 Mar 2026 1,994,281 +139,061 $95.4M +6.3% 5.00%
5 JPMorgan U.S. Government Money Market Fund 4812C2270 Mar 2026 36,607,623 +3,321,527 $36.6M +10.0% 1.92% STIV
6 JPMorgan Emerging Markets Debt Fund 48121A134 Mar 2026 5,273,015 +129,038 $35.3M +6.0% 1.85%