JPM SmartRetirement Series

JPMorgan
Rated as JPMorgan SmartRetirement® 2050 Fund
Portfolio date Apr 2024

Environment
scorecard

Fossil fuels
Fossil fuels
Poor
Fossil fuel finance
Fossil fuel finance
Fair
Fossil fuel insurance
Fossil fuel insurance
Poor
Deforestation
Deforestation
Fair

Social
scorecard

Gender equality
Gender equality
Good
Civilian firearms
Civilian firearms
Poor
Prison industrial complex
Prison industrial complex
Poor
Military weapons
Military weapons
Poor
Tobacco
Tobacco
Fair

Fossil fuel grade
The JPM SmartRetirement Series is 8.63% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 8.63% places the fund in the D tier, between 5.5% and 9% exposure.
8.63% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve owners673.97%
Coal industry460.98%
Oil/gas industry1316.88%
Top 30 coal-fired utilities100.89%
Fossil-fired utilities733.07%
All fossil fuel screens1948.63%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. Shell PLC
    0.59%
  2. Exxon Mobil Corp
    0.59%
  3. ConocoPhillips
    0.48%
  4. BP PLC
    0.39%
  5. Chevron Corp
    0.33%
Coal industry
Top 5 holdings

Coal industry

  1. CSX Corp
    0.28%
  2. BHP Group Ltd
    0.26%
  3. Mitsubishi Corp
    0.07%
  4. Dominion Energy Inc
    0.06%
  5. RWE AG
    0.06%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Shell PLC
    0.59%
  2. Exxon Mobil Corp
    0.59%
  3. ConocoPhillips
    0.48%
  4. NextEra Energy Inc
    0.42%
  5. BP PLC
    0.39%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.51%
  2. Southern Co
    0.24%
  3. RWE AG
    0.06%
  4. Xcel Energy Inc
    0.05%
  5. Enel SpA
    0.02%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.51%
  2. NextEra Energy Inc
    0.42%
  3. PG&E Corp
    0.34%
  4. Southern Co
    0.24%
  5. SSE PLC
    0.2%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

JPMorgan SmartRetirement® 2020 Fund
JPMorgan SmartRetirement® 2025 Fund
JPMorgan SmartRetirement® 2030 Fund
JPMorgan SmartRetirement® 2035 Fund
JPMorgan SmartRetirement® 2040 Fund
JPMorgan SmartRetirement® 2045 Fund
JPMorgan SmartRetirement® 2050 Fund
JPMorgan SmartRetirement® 2055 Fund
JPMorgan SmartRetirement® 2060 Fund
JPMorgan SmartRetirement® Income Fund
Jpmorgan Smartretirement® 2065 Fund

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

JTTAX
JTTCX
JTTSX
JTTZX
JTTPX
JTTQX
JTTIX
JTTYX
JNSAX
JNSCX
JNSSX
JNSZX
JNSPX
JNSQX
JNSIX
JNSYX
JSMAX
JSMCX
JSMSX
JSMZX
JSMNX
JSMQX
JSMIX
JSMYX
SRJAX
SRJCX
SRJSX
SRJZX
SRJPX
SRJQX
SRJIX
SRJYX
SMTAX
SMTCX
SMTSX
SMTZX
SMTPX
SMTQX
SMTIX
SMTYX
JSAAX
JSACX
JSASX
JSAZX
JSAPX
JSAQX
JSAIX
JSAYX
JTSAX
JTSCX
JTSSX
JTSZX
JTSPX
JTSQX
JTSIX
JTSYX
JFFAX
JFFCX
JFFSX
JFFRX
JFFPX
JFFQX
JFFIX
JFFYX
JAKAX
JAKCX
JAKSX
JAKZX
JAKPX
JAKQX
JAKIX
JAKYX
JSRAX
JSRCX
JSRSX
JSIZX
JSIPX
JSIQX
JSIIX
JSIYX
JSMEX
JSMHX
JSMJX
JSMKX
JSMPX
JSMLX
JSMMX
JSMOX



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