JPMorgan SmartRetirement Blend Fund - JPMorgan

Rated as JPMorgan SmartRetirement Blend 2050 Fund - JPMorgan
Portfolio date Dec 2025

Environment
scorecard

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

Social
scorecard

Civilian firearms
Civilian firearms
Poor
Prison industrial complex
Prison industrial complex
Poor
Military weapons
Military weapons
Poor
Tobacco
Tobacco
Poor

Fossil fuel grade
The JPMorgan SmartRetirement Blend Fund - JPMorgan is 7.28% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 7.28% places the fund in the D tier, between 5.5% and 9% exposure.
7.28% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve owners972.61%
Coal industry1052.07%
Oil/gas industry1925.8%
Top 30 coal-fired utilities261.06%
Fossil-fired utilities1703.25%
All fossil fuel screens3157.28%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. Exxon Mobil Corp
    0.42%
  2. Shell PLC
    0.27%
  3. Chevron Corp
    0.24%
  4. BHP Group Ltd
    0.17%
  5. TotalEnergies SE
    0.15%
Coal industry
Top 5 holdings

Coal industry

  1. Berkshire Hathaway Inc
    0.76%
  2. BHP Group Ltd
    0.17%
  3. Mitsubishi Corp
    0.11%
  4. Mitsui & Co Ltd
    0.08%
  5. Glencore PLC
    0.06%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Berkshire Hathaway Inc
    0.76%
  2. Exxon Mobil Corp
    0.42%
  3. Shell PLC
    0.27%
  4. Siemens AG
    0.25%
  5. Chevron Corp
    0.24%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.76%
  2. Duke Energy Corp
    0.08%
  3. American Electric Power Co Inc
    0.05%
  4. NTPC Ltd
    0.03%
  5. NRG Energy Inc
    0.03%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.76%
  2. NextEra Energy Inc
    0.14%
  3. Mitsubishi Corp
    0.11%
  4. ITOCHU Corp
    0.1%
  5. Enel SpA
    0.1%
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 Blend 2050 Fund - JPMorgan
JPMorgan SmartRetirement Blend 2065 Fund - JPMorgan
JPMorgan SmartRetirement Blend 2060 Fund - JPMorgan
JPMorgan SmartRetirement Blend 2040 Fund - JPMorgan
JPMorgan SmartRetirement Blend 2035 Fund - JPMorgan
JPMorgan SmartRetirement Blend 2055 Fund - JPMorgan
JPMorgan SmartRetirement Blend 2030 Fund - JPMorgan
JPMorgan SmartRetirement Blend 2045 Fund - JPMorgan

All tickers for this target date series

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

JNNRX
JSMDX
JSBZX
JATUX
JOBBX
JOBRX
JPRRX
JATPX
JSBPX
JPTBX
JNABX
JOBYX
JOBEX
JRBBX
JNTLX
JATQX
JAABX
JNTNX
JSBSX
JNEAX
JMYAX
JMBRX
JPTLX
JRBRX
JSBQX
JUTUX
JNYAX
JPYRX
JPBRX
JNARX
JNTKX
JUTPX
JTTLX
JTTUX
JRBYX
JNTPX
JSBYX
JACSX
JTBBX
JAAYX
JTYBX
JNTEX
JPSRX
JMSSX
JTRBX
JPTKX
JRBEX
JNTOX



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