JPMORGAN TRUST IV's JPMorgan SmartSpending 2020 Fund (JTQQX) has disclosed 7 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2021-12-31. The current portfolio value is calculated to be $8.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 35%.
JPMorgan SmartSpending 2020 Fund (JTQQX)'s
Total Assets is $28.20 Mil , Total Liabilities is $893,420.00 , Net Assets is $27.31 Mil.
In JPMorgan SmartSpending 2020 Fund (JTQQX)'s current portfolio as of 2021-12-31, the top 5 holdings are
JPMorgan BetaBuilders International Equity ETF (BBIN), JAGG (JAGG), JPMorgan Active High Yield ETF (JPHY), iShares Core MSCI Emerging Markets ETF (IEMG) and JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE),
not including call and put options.
JPMorgan SmartSpending 2020 Fund (JTQQX) 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 SmartSpending 2020 Fund (JTQQX), 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 SmartSpending 2020 Fund (JTQQX), 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 SmartSpending 2020 Fund.
Membership subscribers only.
