JAKAX holdings — JPMorgan SmartRetirement 2060 Fund

JPMorgan SmartRetirement 2060 Fund (JAKAX) held 24 positions with net assets of $924M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 87.3% of the fund, led by JIRE, JPMorgan U.S. Equity Fund, JPMorgan U.S. Research Enhanced Equity Fund.

JAKAX top holdings

  1. JIRE JPMorgan International Research Enhanced Equity ETF — 13.07% ($121M)
  2. JPMorgan U.S. Equity Fund — 11.60% ($107M)
  3. JPMorgan U.S. Research Enhanced Equity Fund — 11.55% ($107M)
  4. JVAYX JPMorgan Value Advantage Fund — 11.53% ($107M)
  5. JPMorgan Growth Advantage Fund — 10.88% ($101M)
  6. JGLO JPMorgan Global Select Equity ETF — 9.13% ($84.4M)
  7. JPMorgan International Equity Fund — 7.16% ($66.2M)
  8. JCPUX JPMorgan Core Plus Bond Fund — 4.75% ($43.9M)
  9. BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF — 4.08% ($37.7M)
  10. JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF — 3.50% ($32.4M)
  11. JPMorgan Emerging Markets Research Enhanced Equity Fund — 2.54% ($23.4M)
  12. JPMorgan U.S. Government Money Market Fund — 1.71% ($15.8M)
  13. JPMorgan Core Bond Fund — 1.58% ($14.6M)
  14. JPMorgan High Yield Fund — 1.39% ($12.9M)
  15. JPRE JPMorgan Realty Income ETF — 1.38% ($12.7M)
  16. JPMorgan Small Cap Equity Fund — 1.11% ($10.3M)
  17. JPMorgan Emerging Markets Equity Fund — 0.96% ($8.85M)
  18. JPMorgan Small Cap Growth Fund — 0.56% ($5.18M)
  19. JPMorgan Small Cap Value Fund — 0.56% ($5.15M)
  20. BBRE JPMorgan BetaBuilders MSCI US REIT ETF — 0.47% ($4.31M)
  21. JPMorgan Emerging Markets Debt Fund — 0.25% ($2.32M)
  22. United States of America — 0.21% ($1.94M)
  23. N/A — 0.03% ($243K)
  24. N/A — -0.02% (−$147K)

What are JAKAX's top 10 holdings?

JIRE (13.1%), JPMorgan U.S. Equity Fund (11.6%), JPMorgan U.S. Research Enhanced Equity Fund (11.5%), JVAYX (11.5%), JPMorgan Growth Advantage Fund (10.9%), JGLO (9.1%), JPMorgan International Equity Fund (7.2%), JCPUX (4.7%), BBMC (4.1%), JEMA (3.5%).

How many stocks are in JAKAX?

JPMorgan SmartRetirement 2060 Fund reported 24 holdings as of June 30, 2026.

Share classes: JAKAX, JAKCX, JAKIX, JAKPX, JAKQX, JAKSX, JAKYX, JAKZX

All ETF and mutual fund holdings