JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX)'s full income statement, balance sheet, and cash flow statement are on this page in 10-K-style line-item format. Switch between the three statements via the pill toggle above the table.
How much history is available for JOBBX?
JPMorgan SmartRetirement Blend 2040 Fund Class R5 (JOBBX) statements are available back to its earliest filed 10-K — typically 10+ years of annual data and 40 quarters of quarterly data. Free-tier users see 5 years and 8 quarters; full history unlocks with a Pro account.
How often does JOBBX update its statements?
JPMorgan SmartRetirement Blend 2040 Fund Class R5 files a 10-K annually (full audited year-end statements) and 10-Q reports quarterly (unaudited interim statements). New filings are typically parsed and reflected on this page within 48 hours of SEC submission.