Frequently Asked Questions About JOBBX

What are the top holdings of JOBBX?

A machine-readable holdings disclosure for JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does JOBBX invest in?

JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is JOBBX most exposed to?

JOBBX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is JOBBX a US-only fund?

The country allocation card on this page shows JOBBX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does JOBBX invest in?

This fund aims for significant long-term growth, gradually shifting its focus to income generation and capital preservation as it nears and passes its target retirement date of 2040. It is designed for investors who anticipate retiring around 2040 and intend to withdraw their invested funds throughout their retirement years. The fund achieves diversified exposure across equities, fixed income, and cash-like assets primarily by investing in other mutual funds and exchange-traded funds (ETFs) within the same investment family, with occasional use of passive ETFs from external managers or direct investments in securities.

JOBBX

JPMorgan SmartRetirement Blend 2040 Fund Class R5

NASDAQ·Asset Management · Financial Services

$39.50$0.29−0.73%

Oct 23 8:06 AM EDT

Portfolio as of March 31, 2026, from the fund's SEC Form N-PORT filing. Funds disclose holdings quarterly, with a ~60-day publication delay. Sector breakdowns aren't part of this filing, so none is shown.

Top Holdings

holdings

4812C2213
JPMorgan Equity Index Fund
41.55%
46641Q373
JPMorgan BetaBuilders International Equity ETF
19.06%
4812C0134
JPMorgan Core Plus Bond Fund
13.96%
4812C0100
JPMorgan Core Bond Fund
4.65%
46641Q340
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
4.44%
46654Q807
JPMorgan BetaBuilders Emerging Markets Equity ETF
3.49%
46645V626
JPMorgan Emerging Markets Research Enhanced Equity Fund
3.46%
4812C0126
JPMorgan High Yield Fund
3.01%
46641Q290
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
2.25%
4812C2270
JPMorgan U.S. Government Money Market Fund
1.70%
Other
4 more holdings
2.39%

Top 10 holdings

97.57%

Top 25 holdings

99.94%

Concentration index

0.2372

Effective holdings

Chart tools

Open Top Holdings in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

All Holdings (16)

#	TickerHolding	Name	Weight	Shares	Market Value
1	4812C22134812C2213JPMorgan Equity Index Fund	JPMorgan Equity Index Fund	41.55%	13.94M	$1.36B
2	46641Q37346641Q373JPMorgan BetaBuilders International Equity ETF	JPMorgan BetaBuilders International Equity ETF	19.06%	8.55M	$625.32M
3	4812C01344812C0134JPMorgan Core Plus Bond Fund	JPMorgan Core Plus Bond Fund	13.96%	63.17M	$457.98M
4	4812C01004812C0100JPMorgan Core Bond Fund	JPMorgan Core Bond Fund	4.65%	14.75M	$152.64M
5	46641Q34046641Q340JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	4.44%	1.34M	$145.60M
6	46654Q80746654Q807JPMorgan BetaBuilders Emerging Markets Equity ETF	JPMorgan BetaBuilders Emerging Markets Equity ETF	3.49%	1.74M	$114.49M
7	46645V62646645V626JPMorgan Emerging Markets Research Enhanced Equity Fund	JPMorgan Emerging Markets Research Enhanced Equity Fund	3.46%	5.19M	$113.55M
8	4812C01264812C0126JPMorgan High Yield Fund	JPMorgan High Yield Fund	3.01%	15.22M	$98.75M
9	46641Q29046641Q290JPMorgan BetaBuilders U.S. Small Cap Equity ETF	JPMorgan BetaBuilders U.S. Small Cap Equity ETF	2.25%	983.77K	$73.85M
10	4812C22704812C2270JPMorgan U.S. Government Money Market Fund	JPMorgan U.S. Government Money Market Fund	1.70%	55.80M	$55.80M
11	46641Q73846641Q738JPMorgan BetaBuilders MSCI US REIT ETF	JPMorgan BetaBuilders MSCI US REIT ETF	1.56%	535.44K	$51.24M
12	48121A13448121A134JPMorgan Emerging Markets Debt Fund	JPMorgan Emerging Markets Debt Fund	0.66%	3.35M	$21.68M
13	91282CMH191282CMH1United States of America	United States of America	0.16%	5.13M	$5.14M
14	S000037368-13S000037368-13N/A	N/A	0.01%	96.00	$318.65K
15	DE000C70ARQ4DE000C70ARQ4N/A	N/A	−0.01%	166.00	−$246.51K
16	S000037368-15S000037368-15N/A	N/A	−0.01%	194.00	−$198.30K

Sectors

The fund issuer's factsheet may carry this breakdown directly.

Countries

Domicile

United States · 99.94%

Asset Classes

Primary asset class

Equity

Strategy

Thematic

Income strategy

No income focus

Frequently Asked Questions About JOBBX

What are the top holdings of JOBBX?: A machine-readable holdings disclosure for JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
What sectors does JOBBX invest in?: JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
What sector is JOBBX most exposed to?: JOBBX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
Is JOBBX a US-only fund?: The country allocation card on this page shows JOBBX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
What does JOBBX invest in?: This fund aims for significant long-term growth, gradually shifting its focus to income generation and capital preservation as it nears and passes its target retirement date of 2040. It is designed for investors who anticipate retiring around 2040 and intend to withdraw their invested funds throughout their retirement years. The fund achieves diversified exposure across equities, fixed income, and cash-like assets primarily by investing in other mutual funds and exchange-traded funds (ETFs) within the same investment family, with occasional use of passive ETFs from external managers or direct investments in securities.

TickerHolding

Name

Weight

Market Value

4812C22134812C2213JPMorgan Equity Index Fund

JPMorgan Equity Index Fund

41.55%

13.94M

$1.36B

46641Q37346641Q373JPMorgan BetaBuilders International Equity ETF

JPMorgan BetaBuilders International Equity ETF

19.06%

8.55M

$625.32M

4812C01344812C0134JPMorgan Core Plus Bond Fund

JPMorgan Core Plus Bond Fund

13.96%

63.17M

$457.98M

4812C01004812C0100JPMorgan Core Bond Fund

JPMorgan Core Bond Fund

4.65%

14.75M

$152.64M

46641Q34046641Q340JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

4.44%

1.34M

$145.60M

46654Q80746654Q807JPMorgan BetaBuilders Emerging Markets Equity ETF

JPMorgan BetaBuilders Emerging Markets Equity ETF

3.49%

1.74M

$114.49M

46645V62646645V626JPMorgan Emerging Markets Research Enhanced Equity Fund

JPMorgan Emerging Markets Research Enhanced Equity Fund

3.46%

5.19M

$113.55M

4812C01264812C0126JPMorgan High Yield Fund

JPMorgan High Yield Fund

3.01%

15.22M

$98.75M

46641Q29046641Q290JPMorgan BetaBuilders U.S. Small Cap Equity ETF

JPMorgan BetaBuilders U.S. Small Cap Equity ETF

2.25%

983.77K

$73.85M

4812C22704812C2270JPMorgan U.S. Government Money Market Fund

JPMorgan U.S. Government Money Market Fund

1.70%

55.80M

$55.80M

46641Q73846641Q738JPMorgan BetaBuilders MSCI US REIT ETF

JPMorgan BetaBuilders MSCI US REIT ETF

1.56%

535.44K

$51.24M

48121A13448121A134JPMorgan Emerging Markets Debt Fund

JPMorgan Emerging Markets Debt Fund

0.66%

3.35M

$21.68M

91282CMH191282CMH1United States of America

United States of America

0.16%

5.13M

$5.14M

S000037368-13S000037368-13N/A

N/A

0.01%

96.00

$318.65K

DE000C70ARQ4DE000C70ARQ4N/A

N/A

−0.01%

166.00

−$246.51K

S000037368-15S000037368-15N/A

N/A

−0.01%

194.00

−$198.30K