Current Market Value 1,123,485,331
Current Holdings 21
Most Recent File Date 2025-05-28
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by JTTAX - JPMorgan SmartRetirement 2020 Fund Class A . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-05-28 2025-03-31 NPORT-P 21 1,123,485
2025-02-26 2024-12-31 NPORT-P 21 1,168,822
2024-11-27 2024-09-30 NPORT-P 22 1,256,727
2024-08-28 2024-06-30 NPORT-P 22 1,267,943
2024-05-30 2024-03-31 NPORT-P 22 1,337,214
2024-02-28 2023-12-31 NPORT-P 27 1,466,943
2023-11-28 2023-09-30 NPORT-P 26 1,442,054
2023-08-25 2023-06-30 NPORT-P 27 1,652,123
2023-05-26 2023-03-31 NPORT-P 25 1,724,072
2023-02-28 2022-12-31 NPORT-P 28 1,814,413
2022-11-23 2022-09-30 NPORT-P 28 1,985,967
2022-08-26 2022-06-30 NPORT-P 26 2,197,076
2022-05-27 2022-03-31 NPORT-P 31 2,712,634
2022-02-25 2021-12-31 NPORT-P 28 3,095,039
2021-11-24 2021-09-30 NPORT-P 29 3,234,457
2021-08-24 2021-06-30 NPORT-P 32 3,545,355
2021-05-26 2021-03-31 NPORT-P 29 3,821,959
2021-02-24 2020-12-31 NPORT-P 33 4,281,198
2020-11-23 2020-09-30 NPORT-P 33 4,367,759
2020-08-26 2020-06-30 NPORT-P 33 4,608,773
2020-05-29 2020-03-31 NPORT-P 31 4,483,723
2020-02-25 2019-12-31 NPORT-P 22 5,362,437
2019-11-25 2019-09-30 NPORT-P 38 5,516,057