# EDGAR Filing Document

**Accession Number:** 0001659326
**File Stem:** 0001752724-25-203914
**Filing Date:** 2025-8
**Character Count:** 10500
**Document Hash:** 948e3948df7eaa8f7ac0cd3502c9ed83
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-25-203914.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001752724-25-203914

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250826

**DATE AS OF CHANGE**: 20250826

**PERIOD START**: 20250630

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JPMORGAN TRUST IV
- **CENTRAL INDEX KEY:** 0001659326

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** NPORT-P
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-23117
- **FILM NUMBER:** 251253678

**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 2065 Fund (Series ID: S000077903)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000238571 | Class I      | JSBSX           |
| C000238572 | Class R2     | JSBZX           |
| C000238573 | Class R3     | JSBPX           |
| C000238574 | Class R4     | JSBQX           |
| C000238575 | Class R5     | JSMDX           |
| C000238576 | Class R6     | JSBYX           |

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** JPMorgan Trust IV

- **b. Investment Company Act file number:** 811-23117

- **c. CIK number of Registrant:** 0001659326

- **d. LEI of Registrant:** 549300OTMPZX852VDL37

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 277 Park Avenue

  - **City:** New York

  - **State:** NY

  - **Foreign country:** US

  - **Zip / Postal Code:** 10172

  - **Telephone number:** 800-480-4111

**Item A.2. Information about the Series.**

- **a. Name of Series:** JPMorgan SmartRetirement Blend 2065 Fund

- **b. EDGAR series identifier (if any):** S000077903

- **c. LEI of Series:** 549300NFDGNCM6HDVQ16

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2025-06-30

- **b. Date as of which information is reported:** 2025-06-30

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $83456206.87

**Total Liabilities:** $27847.42

**Net Assets:** $83428359.45

**Cash Not Reported:** $3623.11

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000238571 | 0.15%                | 4.94%                | 4.15%                |
| Class ID C000238576 | 0.15%                | 4.99%                | 4.19%                |
| Class ID C000238573 | 0.10%                | 4.95%                | 4.10%                |
| Class ID C000238574 | 0.15%                | 4.94%                | 4.15%                |
| Class ID C000238575 | 0.15%                | 4.94%                | 4.19%                |
| Class ID C000238572 | 0.10%                | 4.91%                | 4.11%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $-351010.16              | $603279.95                                 |
| Month 2  | $-10665.68               | $3428490.90                                |
| Month 3  | $-6234.98                | $2730238.33                                |

**Designated Index Information**

- **Index Name:** 48.65% SP500GRUSD0, 23.05% EAFERNRUSD0, 8.5% EMGLRNRUSD0, 6.85% 1TRUSD0, 6.45% SP400GRUSD0, 3.5% RU2000GRUSD0, 1.85% RMZGRUSD0, 0.9% 63TRUSD0, 0.25% 5273TRUSD0

- **Index Identifier:** IBXUSD008176

### Schedule of Portfolio Investments

| Name                                                    | Title                                                             | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)   | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| JPMorgan Emerging Markets Debt Fund                     | JPMorgan Emerging Markets Debt Fund, Class R6                     | CUSIP: 48121A134<br>LEI: 8KLDAXM5A9FOP50PQD10 | Long             |  | RF                | US        |     31047 | NS      | $195909.17    | 0.23%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan Equity Index Fund                              | JPMorgan Equity Index Fund, Class R6                              | CUSIP: 4812C2213<br>LEI: 549300FO80ME045UVK10 | Long             |  | RF                | US        |    440290 | NS      | $41004226.42  | 49.15%            |  |  |  | No            |                  1 | On Loan: No      |
| N/A                                                     | S&P 500 Micro E-Mini Index                                        | CUSIP: N/A<br>LEI: N/A                        | N/A              | DE               |  | US        |         7 | NC      | $8025.80      | 0.01%             |  |  |  | No            |                  1 | On Loan: No      |
| N/A                                                     | Russell 2000 E-Mini Index                                         | CUSIP: N/A<br>LEI: N/A                        | N/A              | DE               |  | US        |         6 | NC      | $17027.10     | 0.02%             |  |  |  | No            |                  1 | On Loan: No      |
| United States of America                                | U.S. Treasury Notes                                               | CUSIP: 91282CJV4<br>LEI: 254900HROIFWPRGM1V77 | Long             | DBT              | UST               | US        |    250000 | PA      | $249990.24    | 0.30%             | 2026-01-31      | Fixed         | 4.25%                 | No            |                  2 | On Loan: No      |
| JPMorgan Core Plus Bond Fund                            | JPMorgan Core Plus Bond Fund, Class R6                            | CUSIP: 4812C0134<br>LEI: JW89OQCNJOLWVS3KT374 | Long             |  | RF                | US        |    510382 | NS      | $3695165.08   | 4.43%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 | CUSIP: 46645V626<br>LEI: 549300RH6H0TG40PHS83 | Long             |  | RF                | US        |    182211 | NS      | $3414626.51   | 4.09%             |  |  |  | No            |                  1 | On Loan: No      |
| N/A                                                     | S&P MidCap 400 E-Mini Index                                       | CUSIP: N/A<br>LEI: N/A                        | N/A              | DE               |  | US        |         3 | NC      | $18023.61     | 0.02%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan High Yield Fund                                | JPMorgan High Yield Fund, Class R6                                | CUSIP: 4812C0126<br>LEI: 15QB5UY3VV3GNSMNPX63 | Long             |  | RF                | US        |    165530 | NS      | $1084219.20   | 1.30%             |  |  |  | No            |                  1 | On Loan: No      |
| SPDR S&P MidCap 400 ETF Trust                           | SPDR S&P MidCap 400 ETF Trust                                     | CUSIP: 78467Y107<br>LEI: 5493003TT35P3SIWJJ72 | Long             |  | RF                | US        |      7982 | NS      | $4521643.36   | 5.42%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Russell 2000 ETF                                | iShares Russell 2000 ETF                                          | CUSIP: 464287655<br>LEI: 549300O80OAR5VTWR172 | Long             |  | RF                | US        |     10181 | NS      | $2196957.99   | 2.63%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan BetaBuilders Emerging Markets Equity ETF       | JPMorgan BetaBuilders Emerging Markets Equity ETF                 | CUSIP: 46654Q807<br>LEI: 549300WEJ5UQZ8KRFS08 | Long             |  | RF                | US        |     63843 | NS      | $3713747.31   | 4.45%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan U.S. Government Money Market Fund              | JPMorgan U.S. Government Money Market Fund, Class IM              | CUSIP: 4812C2270<br>LEI: 8I5DZWZKVSZI1NUHU748 | Long             | STIV             | RF                | US        |   1862292 | NS      | $1862292.07   | 2.23%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan BetaBuilders International Equity ETF          | JPMorgan BetaBuilders International Equity ETF                    | CUSIP: 46641Q373<br>LEI: 549300BU8GZGI7U5FB20 | Long             |  | RF                | US        |    279270 | NS      | $18850725.00  | 22.60%            |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan Core Bond Fund                                 | JPMorgan Core Bond Fund, Class R6                                 | CUSIP: 4812C0100<br>LEI: DQ695W4P67V7A4LC6I09 | Long             |  | RF                | US        |    119674 | NS      | $1237431.99   | 1.48%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan BetaBuilders MSCI US REIT ETF                  | JPMorgan BetaBuilders MSCI US REIT ETF                            | CUSIP: 46641Q738<br>LEI: 549300UDD0DL9T2E4I67 | Long             |  | RF                | US        |     15151 | NS      | $1395558.61   | 1.67%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2025-07-30

**Name of Applicant:** JPMorgan Trust IV

**Signature:** Timothy J. Clemens

**Name of Signer:** Timothy J. Clemens

**Title:** Treasurer and Principal Financial Officer