JS

JPMorgan SmartRetirement 2040 Fund | SMTAX

Mutual Fund
JPMorgan Trust I
Last update 2025-06-24 7 Stocks (0 new)
Value $1.07 Bil Turnover 1 %
Countries:
Top Holdings: JIRE(42.29%)JGLO(28.52%)BBMC(11.99%)JEMA(9.84%)JPRE(4.34%)
Summary Stock Picks Current Portfolio
JPMorgan SmartRetirement 2040 ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
7,133,129
454,523.0
-4.75%
42.290
-1.97%
6.620
+10.10%
+22.78%
7,936.7
 
JGLO
JPMorgan Global Select Equity ETF
5,200,490
306,516.9
-0.01%
28.520
0%
4.760
+15.66%
+10.46%
7,222.3
 
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
1,429,908
128,863.3
+7.79%
11.990
+0.87%
6.960
+14.55%
+4.93%
1,921.5
 
JEMA
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JPMorgan ActiveBuilders Emerging Markets Equity ETF
2,764,306
105,762.4
-2.02%
9.840
-0.20%
9.840
+16.07%
+18.15%
1,242.0
 
JPRE
JPMorgan Realty Income ETF
966,649
46,592.5
+3.59%
4.340
+0.15%
10.480
+5.51%
+4.45%
472.8
 
JPHY
J.P. Morgan Exchange-Traded Fund Trust
J.P. Morgan Exchange-Traded Fund Trust
369,780
17,028.4
-0.68%
1.580
-0.01%
3.800
+12.41%
+13.56%
2,050.2
 
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF
JPMorgan BetaBuilders MSCI U.S. REIT ETF
163,551
15,375.4
+4.56%
1.430
+0.06%
1.680
+4.83%
+1.75%
933.1
 

JPMorgan SmartRetirement 2040 Fund's Historical Top Holdings Breakdowns

JPMorgan SmartRetirement 2040 Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
2025-03-31
Reduce
Reduce
-1.97%
â—Ź
58.04 ($62.65) 65.84
$71.85
14.68%
Reduce -4.75%
7,133,129
-356,047
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
2025-03-31
Add
Add
+0.87%
â—Ź
88.44 ($96.53) 101.55
$100.47
4.08%
Add 7.79%
1,429,908
103,286
JEMA
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JPMorgan ActiveBuilders Emerging Markets Equity ETF
2025-03-31
Reduce
Reduce
-0.20%
â—Ź
36.46 ($38.48) 39.9
$44.20
14.86%
Reduce -2.02%
2,764,306
-57,009
JPRE
JPMorgan Realty Income ETF
2025-03-31
Add
Add
+0.15%
â—Ź
45.34 ($47.89) 49.96
$48.88
2.07%
Add 3.59%
966,649
33,524
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF
JPMorgan BetaBuilders MSCI U.S. REIT ETF
2025-03-31
Add
Add
+0.06%
â—Ź
90.18 ($94.68) 98.47
$94.02
-0.70%
Add 4.56%
163,551
7,130
JPHY
J.P. Morgan Exchange-Traded Fund Trust
J.P. Morgan Exchange-Traded Fund Trust
2025-03-31
Reduce
Reduce
-0.01%
â—Ź
45.83 ($46.41) 46.85
$50.63
9.09%
Reduce -0.68%
369,780
-2,520
JGLO
JPMorgan Global Select Equity ETF
2025-03-31
Reduce
Reduce
0%
â—Ź
58.92 ($61.05) 62.68
$66.32
8.63%
Reduce -0.01%
5,200,490
-564
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
2024-12-31
Add
Add
+3.55%
â—Ź
58.46 ($62.41) 65.45
$71.85
15.13%
Add 9.39%
7,489,176
642,955
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
2024-12-31
Reduce
Reduce
-1.24%
â—Ź
93.27 ($98.61) 105
$100.47
1.89%
Reduce -9.89%
1,326,622
-145,613
JGLO
JPMorgan Global Select Equity ETF
2024-12-31
Add
Add
+0.43%
â—Ź
60.04 ($62.61) 63.96
$66.32
5.93%
Add 1.48%
5,201,054
75,691

JPMorgan SmartRetirement 2040 Fund Total Holding History ($B)

To

JPMorgan SmartRetirement 2040 Fund's Asset Allocation

To

JPMorgan SmartRetirement 2040 Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JPMorgan SmartRetirement 2040 Fund's Hypothetical Growth since 2025-03-31

JPMorgan SmartRetirement 2040 Fund's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan SmartRetirement 2040 Fund's Holdings Heat Map

Size field:

JPMorgan SmartRetirement 2040 Fund's Holdings Bubble Chart

JPMorgan SmartRetirement 2040 Fund News

  • 1

Discussions on JPMorgan SmartRetirement 2040 Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.