# EDGAR Filing Document

**Accession Number:** 0001659326
**File Stem:** 0001752724-23-045173
**Filing Date:** 2023-2
**Character Count:** 9192
**Document Hash:** 300d907ee5f008e1e14ff5d26fb7c79e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-23-045173.hdr.sgml**: 20230228

**ACCESSION NUMBER**: 0001752724-23-045173

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230228

**DATE AS OF CHANGE**: 20230228

**PERIOD START**: 20230630

**FILER**: 

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

**FILING VALUES:**
- **FORM TYPE:** NPORT-P
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-23117
- **FILM NUMBER:** 23680487

**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:** 2023-06-30

- **b. Date as of which information is reported:** 2022-12-31

**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:** $1031019.63

**Total Liabilities:** $5625.70

**Net Assets:** $1025393.93

**Cash Not Reported:** $134.35

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000238571 | 0.00%                | 7.40%                | -3.99%               |
| Class ID C000238576 | 0.00%                | 7.47%                | -4.01%               |
| Class ID C000238573 | 0.00%                | 7.40%                | -4.03%               |
| Class ID C000238574 | 0.00%                | 7.40%                | -3.99%               |
| Class ID C000238575 | 0.00%                | 7.47%                | -4.03%               |
| Class ID C000238572 | 0.00%                | 7.40%                | -4.07%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $0.00                    | $0.00                                      |
| Month 2  | $144.89                  | $74125.10                                  |
| Month 3  | $3046.06                 | $-51892.15                                 |

**Designated Index Information**

- **Index Name:** N/A

- **Index Identifier:** N/A

### 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        |       646 | NS      | $3811.56      | 0.37%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan Equity Index Fund                              | JPMorgan Equity Index Fund, Class R6                              | CUSIP: 4812C2213<br>LEI: 549300FO80ME045UVK10 | Long             |  | RF                | US        |      7822 | NS      | $450294.81    | 43.91%            |  |  |  | No            |                  1 | On Loan: No      |
| iShares Russell Mid-Cap ETF                             | iShares Russell Mid-Cap ETF                                       | CUSIP: 464287499<br>LEI: 549300RVM4H7425YNW89 | Long             |  | RF                | US        |       828 | NS      | $55848.60     | 5.45%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan U.S. Aggregate Bond ETF                        | JPMorgan U.S. Aggregate Bond ETF                                  | CUSIP: 46641Q241<br>LEI: 549300Y7I30NRICF3S33 | Long             |  | RF                | US        |       214 | NS      | $9799.06      | 0.96%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan Core Plus Bond Fund                            | JPMorgan Core Plus Bond Fund, Class R6                            | CUSIP: 4812C0134<br>LEI: JW89OQCNJOLWVS3KT374 | Long             |  | RF                | US        |      4147 | NS      | $29525.00     | 2.88%             |  |  |  | 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        |      6371 | NS      | $93587.26     | 9.13%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan High Yield Fund                                | JPMorgan High Yield Fund, Class R6                                | CUSIP: 4812C0126<br>LEI: 15QB5UY3VV3GNSMNPX63 | Long             |  | RF                | US        |       699 | NS      | $4289.27      | 0.42%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Russell 2000 ETF                                | iShares Russell 2000 ETF                                          | CUSIP: 464287655<br>LEI: 549300O80OAR5VTWR172 | Long             |  | RF                | US        |       263 | NS      | $45856.68     | 4.47%             |  |  |  | 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        |     47708 | NS      | $47708.23     | 4.65%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan High Yield Research Enhanced ETF               | JPMorgan High Yield Research Enhanced ETF                         | CUSIP: 46641Q878<br>LEI: 549300UUJZT2ZWE64W88 | Long             |  | RF                | US        |        98 | NS      | $4296.32      | 0.42%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan BetaBuilders International Equity ETF          | JPMorgan BetaBuilders International Equity ETF                    | CUSIP: 46641Q373<br>LEI: 549300BU8GZGI7U5FB20 | Long             |  | RF                | US        |      4582 | NS      | $227404.66    | 22.18%            |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan Core Bond Fund                                 | JPMorgan Core Bond Fund, Class R6                                 | CUSIP: 4812C0100<br>LEI: DQ695W4P67V7A4LC6I09 | Long             |  | RF                | US        |       974 | NS      | $9848.00      | 0.96%             |  |  |  | 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        |       335 | NS      | $27336.00     | 2.67%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2023-01-30

**Name of Applicant:** JPMorgan Trust IV

**Signature:** Timothy J. Clemens

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

**Title:** Treasurer and Principal Financial Officer