Holdings (Monthly)
Guide ↗
JPMorgan SmartRetirement 2060 Fund
· JPMorgan Trust I| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan U.S. Equity Fund | 48121L817 | Mar 2026 | 3,799,919 | -34,692 | $107.2M | +12.0% | 11.60% | — |
| 2 | JPMorgan U.S. Research Enhanced Equity Fund | 4812A1837 | Mar 2026 | 2,072,592 | -65,750 | $106.7M | +9.6% | 11.55% | — |
| 3 | JPMorgan Growth Advantage Fund | 46640W108 | Mar 2026 | 2,136,250 | -115,679 | $100.6M | +9.7% | 10.88% | — |
| 4 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 46641Q340 | Mar 2026 | 296,261 | -6,529 | $37.7M | +14.8% | 4.08% | — |
| 5 | JPMorgan Emerging Markets Research Enhanced Equity Fund | 46645V626 | Mar 2026 | 881,158 | -18,471 | $23.4M | +19.1% | 2.54% | — |
| 6 | JPMorgan U.S. Government Money Market Fund | 4812C2270 | Mar 2026 | 15,799,108 | -714,851 | $15.8M | -4.3% | 1.71% | STIV |
| 7 | JPMorgan Emerging Markets Equity Fund | 48121L122 | Mar 2026 | 159,059 | -10,208 | $8.8M | +19.8% | 0.96% | — |
| 8 | JPMorgan Small Cap Growth Fund | 48121L825 | Mar 2026 | 180,485 | -12,147 | $5.2M | +20.6% | 0.56% | — |
| 9 | N/A | N/A | Mar 2026 | 157 | -47 | $243K | -302.3% | 0.03% | DE |