JPMorgan SmartRetirement 2050 Fund - JPMorgan

Shareclass

JPMorgan SmartRetirement 2050 Fund Class A (JTSAX)

Type

Open-end mutual fund

Manager

JPMorgan

Filing

NPORT filing 31 Dec 2025

Target date

JPMorgan SmartRetirement Fund - JPMorgan

Fund investment profile

Shareclass ticker

JTSAX

Data as of

31 Dec 2025

Shareclass name

JPMorgan SmartRetirement 2050 Fund Class A

% of fund assets screened

89%

Shareclass type

Open-end funds

Fund net assets

$3.21 BILLION

Fund family

JPMorgan

Fund group

Allocation

Domicile country

United States

Portfolio currency

US Dollar

Sustainable investment

Fossil fuels

Fossil fuel grade

Total fossil fuel stock holdings

146

Total % invested in fossil fuel stocks

6.5%

Total assets invested in fossil fuel stocks

$208.75 MILLION

Fossil fuel finance

Fossil fuel finance grade

Fossil fuel finance score

21.8

Total fossil fuel finance stock holdings

Total % invested in fossil fuel finance stocks

5.5%

Total assets invested in fossil fuel finance stocks

$176.86 MILLION

Fossil fuel insurance

Fossil fuel insurance grade

Fossil fuel insurance score

14.5

Total fossil fuel insurance stock holdings

Total % invested in fossil fuel insurance stocks

1.82%

Total assets invested in fossil fuel insurance stocks

$58.44 MILLION

Clean200

Total Clean200 stock holdings

Total % invested in Clean200 stocks

17%

Total assets invested in Clean200 stocks

$550.78 MILLION

See the impact of your investments

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