Mutual fund
JPMorgan SmartRetirement® Blend 2050 Fund
Fund manager
JPMorgan
Ticker JNYAX
Fossil fuel grade: Fossil fuel exposure of 6.29% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 6.29% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.How we track fossil fuel investments
D
Investments in major fossil fuel companies
Berkshire Hathaway Inc Class B
Macroclimate 30Top 30 coal-fired power
$6.56 MILLION
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$3.24 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$2.79 MILLION
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$2.4 MILLION
BP PLC
Carbon Underground 200Top 200 carbon reserves
$1.73 MILLION
Royal Dutch Shell PLC Class A
Carbon Underground 200Top 200 carbon reserves
$1.71 MILLION
Fossil fuel holdings
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
82
holdings
$38.6M
invested
2.99%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
53
holdings
$17.84M
invested
1.38%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
149
holdings
$51.59M
invested
3.99%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
12
holdings
$10.51M
invested
0.81%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
103
holdings
$33.62M
invested
2.6%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
244 holdings
244 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 30Fossil-fired utility
    $6.56M
    0.51%
  • 2. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $3.24M
    0.25%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $2.79M
    0.22%
  • 4. TotalEnergies SE
    Carbon Underground 200Oil/gas industry
    $2.4M
    0.19%
  • 5. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $2.18M
    0.17%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
JPMorgan SmartRetirement® Blend 2050 Fund $JNYAX is 6.29% invested in fossil fuel stocks, with $81.23 MILLION invested across 244 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on JNYAX at Morningstar.com
Current fund
JNYAX
JPMorgan SmartRetirement® Blend 2050 Fund
Family
JPMorgan
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 12/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-5.47% less in annualized returns
Less invested in fossil fuels 
0.56% less invested
Less invested in Clean200 
3.71% less invested
Current fund
JNYAX
JPMorgan SmartRetirement® Blend 2050 Fund
Family
JPMorgan
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 12/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-5.47% less in annualized returns
Less invested in fossil fuels 
0.56% less invested
Less invested in Clean200 
3.71% less invested
Current fund
JNYAX
JPMorgan SmartRetirement® Blend 2050 Fund
Family
JPMorgan
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 12/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-5.47% less in annualized returns
Less invested in fossil fuels 
0.56% less invested
Less invested in Clean200 
3.71% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
JNYAX - JPMorgan SmartRetirement® Blend 2050 Fund
18%
19%
13%
/
6.29% 
Benchmark
IVV - iShares Core S&P 500 ETF
29%
26%
18%
17%
6.85% 
Fund compared to benchmark
 
-10.91%
-7.53%
-5.47%
/
0.56%  lower
Find more financial data on JNYAX at Morningstar.com
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