Frequently Asked Questions About JPBRX

What are the top holdings of JPBRX?

A machine-readable holdings disclosure for JPMorgan SmartRetirement Blend 2035 Fund Class R5 (JPBRX) 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 JPBRX invest in?

JPMorgan SmartRetirement Blend 2035 Fund Class R5 (JPBRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is JPBRX most exposed to?

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

Is JPBRX a US-only fund?

The country allocation card on this page shows JPBRX'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 JPBRX invest in?

This fund aims for substantial overall growth in its early stages. As the year 2035 — its target retirement date — draws closer and then passes, its strategy gradually shifts to prioritize generating income for investors, while still seeking modest capital appreciation. It is specifically designed for individuals planning to retire around 2035 and who expect to draw upon their investment gradually throughout their retirement years. To achieve its goals, the fund diversifies its portfolio across stocks (equities), bonds (debt), and highly liquid assets (cash/cash equivalents). It primarily does this by investing in other mutual funds and Exchange Traded Funds (ETFs) within the same family of investment companies. In certain limited circumstances, it may also allocate capital to passive ETFs managed by external advisory firms, or make direct investments in specific securities and other financial instruments.

JPBRX

JPMorgan SmartRetirement Blend 2035 Fund Class R5

NASDAQ·Asset Management · Financial Services

$36.05$0.06+0.17%

Oct 29 8:06 AM EDT

Portfolio as of June 30, 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

959

holdings

4812C2213
JPMorgan Equity Index Fund
35.43%
4812C0134
JPMorgan Core Plus Bond Fund
17.02%
46641Q373
JPMorgan BetaBuilders International Equity ETF
16.94%
46641Q340
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
4.07%
4812C0126
JPMorgan High Yield Fund
4.05%
46654Q807
JPMorgan BetaBuilders Emerging Markets Equity ETF
3.25%
46645V626
JPMorgan Emerging Markets Research Enhanced Equity Fund
3.11%
4812C2270
JPMorgan U.S. Government Money Market Fund
2.22%
46641Q290
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
1.90%
46641Q738
JPMorgan BetaBuilders MSCI US REIT ETF
1.35%
Other
944 more holdings
11.32%

Top 10 holdings

89.34%

Top 25 holdings

93.76%

Concentration index

0.1873

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 (959)

#	TickerHolding	Name	Weight	Shares	Market Value
1	4812C22134812C2213JPMorgan Equity Index Fund	JPMorgan Equity Index Fund	35.43%	12.17M	$1.37B
2	4812C01344812C0134JPMorgan Core Plus Bond Fund	JPMorgan Core Plus Bond Fund	17.02%	90.92M	$657.39M
3	46641Q37346641Q373JPMorgan BetaBuilders International Equity ETF	JPMorgan BetaBuilders International Equity ETF	16.94%	8.38M	$654.28M
4	46641Q34046641Q340JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	4.07%	1.24M	$157.17M
5	4812C01264812C0126JPMorgan High Yield Fund	JPMorgan High Yield Fund	4.05%	23.95M	$156.40M
6	46654Q80746654Q807JPMorgan BetaBuilders Emerging Markets Equity ETF	JPMorgan BetaBuilders Emerging Markets Equity ETF	3.25%	1.59M	$125.66M
7	46645V62646645V626JPMorgan Emerging Markets Research Enhanced Equity Fund	JPMorgan Emerging Markets Research Enhanced Equity Fund	3.11%	4.52M	$120.25M
8	4812C22704812C2270JPMorgan U.S. Government Money Market Fund	JPMorgan U.S. Government Money Market Fund	2.22%	85.61M	$85.61M
9	46641Q29046641Q290JPMorgan BetaBuilders U.S. Small Cap Equity ETF	JPMorgan BetaBuilders U.S. Small Cap Equity ETF	1.90%	800.77K	$73.55M
10	46641Q73846641Q738JPMorgan BetaBuilders MSCI US REIT ETF	JPMorgan BetaBuilders MSCI US REIT ETF	1.35%	486.65K	$52.20M
11	48121A13448121A134JPMorgan Emerging Markets Debt Fund	JPMorgan Emerging Markets Debt Fund	0.96%	5.57M	$37.25M
12	91282CKF791282CKF7United States of America	United States of America	0.78%	30.17M	$30.06M
13	91282CQN491282CQN4United States of America	United States of America	0.45%	17.63M	$17.44M
14	91282CQH791282CQH7United States of America	United States of America	0.43%	16.54M	$16.46M
15	01F05267201F052672FNMA/FHLMC	FNMA/FHLMC	0.25%	9.44M	$9.47M
16	91282CNW791282CNW7United States of America	United States of America	0.23%	9.13M	$8.94M
17	91282CJG791282CJG7United States of America	United States of America	0.19%	7.14M	$7.33M
18	9128337E49128337E4United States of America	United States of America	0.19%	11.35M	$7.17M
19	01F02267501F022675FNMA/FHLMC	FNMA/FHLMC	0.17%	7.71M	$6.44M
20	01F05067601F050676FNMA/FHLMC	FNMA/FHLMC	0.15%	5.78M	$5.67M

Showing 20 of 959

Sectors

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

Countries

countries

United States
99.78%
United Kingdom
0.18%
France
0.18%
Japan
0.07%
Ireland
0.07%
Mexico
0.06%
Canada
0.06%
Spain
0.05%
Netherlands
0.04%
Cayman Islands
0.03%
Other
8 more countries
0.11%

Top 3 countries

100.14%

Top 5 countries

100.28%

Concentration index

0.9832

Effective countries

Chart tools

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

Asset Classes

Primary asset class

Equity

Strategy

Actively Managed

Income strategy

No income focus

Frequently Asked Questions About JPBRX

What are the top holdings of JPBRX?: A machine-readable holdings disclosure for JPMorgan SmartRetirement Blend 2035 Fund Class R5 (JPBRX) 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 JPBRX invest in?: JPMorgan SmartRetirement Blend 2035 Fund Class R5 (JPBRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
What sector is JPBRX most exposed to?: JPBRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
Is JPBRX a US-only fund?: The country allocation card on this page shows JPBRX'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 JPBRX invest in?: This fund aims for substantial overall growth in its early stages. As the year 2035 — its target retirement date — draws closer and then passes, its strategy gradually shifts to prioritize generating income for investors, while still seeking modest capital appreciation. It is specifically designed for individuals planning to retire around 2035 and who expect to draw upon their investment gradually throughout their retirement years. To achieve its goals, the fund diversifies its portfolio across stocks (equities), bonds (debt), and highly liquid assets (cash/cash equivalents). It primarily does this by investing in other mutual funds and Exchange Traded Funds (ETFs) within the same family of investment companies. In certain limited circumstances, it may also allocate capital to passive ETFs managed by external advisory firms, or make direct investments in specific securities and other financial instruments.

TickerHolding

Name

Weight

Market Value

4812C22134812C2213JPMorgan Equity Index Fund

JPMorgan Equity Index Fund

35.43%

12.17M

$1.37B

4812C01344812C0134JPMorgan Core Plus Bond Fund

JPMorgan Core Plus Bond Fund

17.02%

90.92M

$657.39M

46641Q37346641Q373JPMorgan BetaBuilders International Equity ETF

JPMorgan BetaBuilders International Equity ETF

16.94%

8.38M

$654.28M

46641Q34046641Q340JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

4.07%

1.24M

$157.17M

4812C01264812C0126JPMorgan High Yield Fund

JPMorgan High Yield Fund

4.05%

23.95M

$156.40M

46654Q80746654Q807JPMorgan BetaBuilders Emerging Markets Equity ETF

JPMorgan BetaBuilders Emerging Markets Equity ETF

3.25%

1.59M

$125.66M

46645V62646645V626JPMorgan Emerging Markets Research Enhanced Equity Fund

JPMorgan Emerging Markets Research Enhanced Equity Fund

3.11%

4.52M

$120.25M

4812C22704812C2270JPMorgan U.S. Government Money Market Fund

JPMorgan U.S. Government Money Market Fund

2.22%

85.61M

$85.61M

46641Q29046641Q290JPMorgan BetaBuilders U.S. Small Cap Equity ETF

JPMorgan BetaBuilders U.S. Small Cap Equity ETF

1.90%

800.77K

$73.55M

46641Q73846641Q738JPMorgan BetaBuilders MSCI US REIT ETF

JPMorgan BetaBuilders MSCI US REIT ETF

1.35%

486.65K

$52.20M

48121A13448121A134JPMorgan Emerging Markets Debt Fund

JPMorgan Emerging Markets Debt Fund

0.96%

5.57M

$37.25M

91282CKF791282CKF7United States of America

United States of America

0.78%

30.17M

$30.06M

91282CQN491282CQN4United States of America

United States of America

0.45%

17.63M

$17.44M

91282CQH791282CQH7United States of America

United States of America

0.43%

16.54M

$16.46M

01F05267201F052672FNMA/FHLMC

FNMA/FHLMC

0.25%

9.44M

$9.47M

91282CNW791282CNW7United States of America

United States of America

0.23%

9.13M

$8.94M

91282CJG791282CJG7United States of America

United States of America

0.19%

7.14M

$7.33M

9128337E49128337E4United States of America

United States of America

0.19%

11.35M

$7.17M

01F02267501F022675FNMA/FHLMC

FNMA/FHLMC

0.17%

7.71M

$6.44M

01F05067601F050676FNMA/FHLMC

FNMA/FHLMC

0.15%

5.78M

$5.67M