JPMorgan Trust I's JPMorgan SmartRetirement 2040 Fund (SMTAX) has disclosed 7 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2024-06-30. The current portfolio value is calculated to be $1.05 Bil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 0%.
JPMorgan SmartRetirement 2040 Fund (SMTAX)'s
Total Assets is $3.82 Bil , Total Liabilities is $588,820.00 , Net Assets is $3.82 Bil.
In JPMorgan SmartRetirement 2040 Fund (SMTAX)'s current portfolio as of 2024-06-30, the top 5 holdings are
JPMorgan International Research Enhanced Equity ETF (JIRE), JPMorgan Global Select Equity ETF (JGLO), JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC), JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) and JPMorgan Realty Income ETF (JPRE),
not including call and put options.
JPMorgan SmartRetirement 2040 Fund (SMTAX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for JPMorgan SmartRetirement 2040 Fund (SMTAX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for JPMorgan SmartRetirement 2040 Fund (SMTAX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for JPMorgan SmartRetirement 2040 Fund.
Membership subscribers only.
