JPMorgan SmartRetirement® Blend 2050 Fund
Fund offered by:
JPMorgan
Ticker: JNYAX
Fossil fuel grade: Fossil fuel exposure of 5.86% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 5.86% 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
$78.76 MILLION
in fossil fuel investments
239
fossil fuel stocks found
5.86%
of assets flagged
Data as of 7/31/21
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
82
holdings
$37.73M
invested
2.81%
of portfolio
Coal industry
Coal industry
Coal miners and owners of coal reserves
37
holdings
$15.6M
invested
1.16%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
125
holdings
$39.28M
invested
2.92%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
13
holdings
$10.98M
invested
0.82%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
101
holdings
$33.06M
invested
2.46%
of portfolio
Investments in major fossil fuel companies:
Berkshire Hathaway Inc Class B
Macroclimate 30 Top 30 coal-fired power
$6.44M invested
Exxon Mobil Corp
Carbon Underground 200 Top 200 carbon reserves
$3.39M invested
Chevron Corp
Carbon Underground 200 Top 200 carbon reserves
$2.68M invested
TotalEnergies SE
Carbon Underground 200 Top 200 carbon reserves
$2.22M invested
BHP Group Ltd
Carbon Underground 200 Top 200 carbon reserves
$1.96M invested
BP PLC
Carbon Underground 200 Top 200 carbon reserves
$1.65M invested
All fossil fuel companies
239 holdings
239 holdings
  • 1. Berkshire Hathaway Inc Class B
    Macroclimate 30Fossil-fired utility
    $6.44M
    0.48%
  • 2. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $3.39M
    0.25%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $2.68M
    0.2%
  • 4. TotalEnergies SE
    Carbon Underground 200Oil/gas industry
    $2.22M
    0.17%
  • 5. BHP Group Ltd
    Carbon Underground 200Coal industryOil/gas industry
    $1.96M
    0.15%
See all
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JPMorgan SmartRetirement® Blend 2050 Fund $JNYAX is 5.86% invested in fossil fuel stocks, with $78.76 MILLION invested across 239 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: 8/31/21
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 
-5.23% less in annualized returns
Less invested in fossil fuels 
0.35% less invested
Less invested in Clean200 
4% 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: 8/31/21
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 
-5.23% less in annualized returns
Less invested in fossil fuels 
0.35% less invested
Less invested in Clean200 
4% 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: 8/31/21
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 
-5.23% less in annualized returns
Less invested in fossil fuels 
0.35% less invested
Less invested in Clean200 
4% 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
28%
13%
13%
/
5.86% 
Benchmark
IVV - iShares Core S&P 500 ETF
31%
18%
18%
16%
6.22% 
Fund compared to benchmark
 
-2.72%
-5.01%
-5.23%
/
0.35%  lower
Find more financial data on JNYAX at Morningstar.com
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