|P.O.Box 8528 , Boston, MA 02266|
|Fund Manager||Team Managed|
The Fund seeks high total return with a shift to current income and some capital appreciation over time as the Fund approaches and passes the target retirement date. The JPMorgan SmartRetirement 2040 Fund is a fund of funds that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors expecting to retire around the year 2040 (target retirement date). The Fund is designed to provide exposure to a variety of asset classes through investments in underlying funds, and over time the Funds asset allocation strategy will change. The glide path depicted in the chart below shows how the Funds strategic target allocations among asset and sub-asset classes generally become more conservative as the target retirement date approaches (i.e., more emphasis on fixed income and less on equity). The table accompanying the chart is simply the glide path in tabular form.
|Asset Type||% Of Allocation|
|Total Net Assets||366.12 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|JUESX||JPMORGAN US EQUITY FUND||9.79%|
|HLIPX||JPMORGAN CORE PLUS BOND FUND||8.66%|
|EMRSX||JPMORGAN EM MKT RES ENH EQ FD||8.19%|
|OIEAX||JPMORGAN INTL RES ENHANCED EQ||7.33%|
|VHIAX||JPMORGAN GROWTH ADVANTAGE FD||7.20%|
|JDEAX||JPMORGAN US RES ENH EQUITY FD||6.84%|
|VSIEX||JPMORGAN INTL EQUITY FUND||4.92%|
|URTAX||JPMORGAN REALTY INCOME FD||3.85%|
|WOBDX||JPMORGAN CORE BOND FUND||3.46%|
|HLQVX||JPMORGAN LARGE CAP VAL FUND||2.93%|
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