JPMorgan SmartRetirement Blend Series

JPMorgan
Rated as JPMorgan SmartRetirement® Blend 2050 Fund
Updated June 2021

Prison industrial complex grade
The JPMorgan SmartRetirement Blend Series has 0.54% exposure to the high-risk prison industrial complex screen.

Prison industrial complex grade

F
Exposure to private prison operators of 0.04%. Any exposure to private prison operators assigns a grade of F.
0.04% invested in private prison operators screen.
0.54% invested in higher-risk prison industrial complex screen.
6.42% invested in all prison industrial complex screen companies.
Screen# of holdings% of portfolio
Private prison operatorsPrivate prison operators40.04%
Prison industrial complex screen, higher-risk companiesPrison industrial complex screen, higher-risk companies170.54%
Prison industryPrison industry221.97%
Border industryBorder industry325.76%
All prison industrial complex screens436.42%
Private prison operators
Top 4 holdings

Private prison operators

  1. Ferrovial SA
    0.02%
  2. Sodexo
    0.01%
  3. The GEO Group Inc
    <0.01%
  4. CoreCivic Inc
    <0.01%
Prison industrial complex screen, higher-risk companies
Top 5 holdings

Prison industrial complex screen, higher-risk companies

  1. Raytheon Technologies Corp
    0.14%
  2. Lockheed Martin Corp
    0.09%
  3. Northrop Grumman Corp
    0.07%
  4. L3Harris Technologies Inc
    0.05%
  5. General Dynamics Corp
    0.05%
Prison industry
Top 5 holdings

Prison industry

  1. JPMorgan Chase & Co
    0.47%
  2. Bank of America Corp
    0.31%
  3. Walmart Inc
    0.22%
  4. Wells Fargo & Co
    0.21%
  5. Costco Wholesale Corp
    0.17%
Border industry
Top 5 holdings

Border industry

  1. Microsoft Corp
    1.96%
  2. Amazon.com Inc
    1.49%
  3. JPMorgan Chase & Co
    0.47%
  4. Bank of America Corp
    0.31%
  5. Wells Fargo & Co
    0.21%
Company research sourced from
American Friends Service Committee

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 2020 Fund
JPMorgan SmartRetirement® Blend 2025 Fund
JPMorgan SmartRetirement® Blend 2030 Fund
JPMorgan SmartRetirement® Blend 2035 Fund
JPMorgan SmartRetirement® Blend 2040 Fund
JPMorgan SmartRetirement® Blend 2045 Fund
JPMorgan SmartRetirement® Blend 2050 Fund
JPMorgan SmartRetirement® Blend 2055 Fund
JPMorgan SmartRetirement® Blend 2060 Fund
JPMorgan SmartRetirement® Blend Income Fund

All tickers for this target date series

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

JSSRX
JIORX
JSTKX
JSTLX
JBSRX
JSYRX
JBSSX
JBRSX
JBTUX
JBTBX
JBBSX
JBYSX
JRBEX
JRBRX
JUTPX
JUTUX
JRBBX
JRBYX
JPSRX
JPRRX
JPTLX
JPTKX
JPBRX
JPYRX
JOBEX
JOBRX
JNTEX
JNTNX
JOBBX
JOBYX
JMSSX
JNARX
JNTOX
JNTLX
JMBRX
JMYAX
JNEAX
JNNRX
JNTKX
JNTPX
JNABX
JNYAX
JPTBX
JTRBX
JTTUX
JTTLX
JTBBX
JTYBX
JACSX
JATPX
JATQX
JATUX
JAABX
JAAYX
JIJSX
JIRBX
JITLX
JITKX
JIBBX
JIYBX



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