# EDGAR Filing Document

**Accession Number:** 0001659326
**File Stem:** 0001193125-23-050763
**Filing Date:** 2023-2
**Character Count:** 4196
**Document Hash:** 5f06195192534316c04f4165d9719ac7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-23-050763.hdr.sgml**: 20230227

**ACCESSION NUMBER**: 0001193125-23-050763

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20230227

**DATE AS OF CHANGE**: 20230227

**EFFECTIVENESS DATE**: 20230227

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JPMORGAN TRUST IV
- **CENTRAL INDEX KEY:** 0001659326
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-208312
- **FILM NUMBER:** 23674796

**BUSINESS ADDRESS:**
- **STREET 1:** 277 PARK AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10172
- **BUSINESS PHONE:** 800-480-4111

**MAIL ADDRESS:**
- **STREET 1:** 277 PARK AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10172

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** JPMorgan Trust IV
- **DATE OF NAME CHANGE:** 20151124

## Series and Classes Contracts Data

### JPMorgan SmartRetirement Blend 2015 Fund (Series ID: S000055856)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000175921 | Class R2     | JTQEX           |
| C000175922 | Class R3     | JTQFX           |
| C000175923 | Class R4     | JTQGX           |
| C000175924 | Class R5     | JTQHX           |
| C000175925 | Class R6     | JTQJX           |

**JPMORGAN SMARTRETIREMENT BLEND FUNDS** 

**JPMorgan SmartRetirement Blend 2015 Fund (the "Fund")** 

*(All Share Classes)* 

*(a series of JPMorgan Trust IV)* 

**Supplement dated February 27, 2023** 

**to the current Summary Prospectuses, Prospectuses** 

**and Statement of Additional Information** 

**NOTICE OF LIQUIDATION OF THE JPMORGAN SMARTRETIREMENT BLEND 2015 FUND.** The Board of Trustees (the "Board") of JPMorgan Trust IV has approved an amended liquidation date as part of the liquidation and dissolution of the Fund, which has been amended to now occur on or about October 25, 2023 (the "Liquidation Date"). Since February 13, 2023, the Fund has been permitted to depart from its stated investment objective and strategies as it increases its cash holdings in preparation for its liquidation. On the Liquidation Date (for settlement the date after the Liquidation Date), the Fund shall distribute pro rata to its shareholders of record all of the assets of the Fund in complete cancellation and redemption of all of the outstanding shares of beneficial interest, except for any proceeds from any securities that cannot be liquidated on the Liquidation Date, cash, bank deposits or cash equivalents in an estimated amount necessary to (i) discharge any unpaid liabilities and obligations of the Fund on the Fund's books on the Liquidation Date, including, but not limited to, income dividends and capital gains distributions, if any, payable through the Liquidation Date, and (ii) pay such contingent liabilities as the officers of the Fund deem appropriate subject to ratification by the Board. Income dividends and capital gain distributions, if any, may be paid on or prior to the Liquidation Date. If you have a Fund direct IRA account, your shares will be exchanged for Morgan Shares of the JPMorgan U.S. Government Money Market Fund unless you provide alternative direction prior to the Liquidation Date. For all other IRA accounts, the proceeds will be invested based upon guidelines of the applicable Plan administrator. Upon liquidation, shareholders may purchase any class of another J.P. Morgan Fund for which they are eligible with the proceeds of the liquidating distribution. At the time of the purchase you must inform your Financial Intermediary or the J.P. Morgan Funds that the proceeds are from the Fund.

FOR GROUP RETIREMENT PLANS (AS DEFINED IN THE PROSPECTUS) THAT MADE THE FUND AVAILABLE TO PARTICIPANTS ON OR BEFORE FEBRUARY 13, 2023, PURCHASES WILL NO LONGER BE ACCEPTED FOR NEW PARTICIPANTS OR EXISTING PARTICIPANTS ON OR AFTER OCTOBER 23, 2023. FOR ALL OTHER INVESTORS, PURCHASES OF FUND SHARES ARE NO LONGER BEING ACCEPTED.

**INVESTORS SHOULD RETAIN THIS SUPPLEMENT WITH THE SUMMARY PROSPECTUSES,** 

**PROSPECTUSES AND STATEMENT OF ADDITIONAL INFORMATION FOR FUTURE REFERENCE** 

**SUP-SRB2015-223-2**