JPMorgan SmartRetirement Blend 2040 R6
JOBYX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Columbus OH 43240 Columbus OH United States of America 43240
- IPO Date
- Jul 2, 2012
- CIK
- 0001217286
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan SmartRetirement Blend 2040 R6 (JOBYX) is a target-date mutual fund offered by J.P. Morgan Investment Management Inc., a subsidiary of JPMorgan Chase & Co., that provides retirement savings solutions through a blend of actively managed and index-based strategies designed for investors targeting retirement around 2040. The fund's core offerings include a diversified portfolio of equity, fixed income, and alternative investments; domestic and international stocks via funds such as JPMorgan Equity Income Fund and JPMorgan International Equity (All Cap) Fund; fixed income exposure through JPMorgan Core Bond Fund, JPMorgan Emerging Markets Debt Fund, and JPMorgan Ultra-Short Income ETF; and real assets via JPMorgan Real Estate Income Trust and commodities-linked strategies, with underlying holdings encompassing approximately 60% equities, 35% fixed income, and 5% alternatives that automatically glide toward a more conservative allocation as the target date approaches. Headquartered in New York, New York, J.P. Morgan Investment Management has provided asset management services since the firm's founding roots in 1824, with modern operations spanning global markets including North America, Europe, Asia-Pacific, and emerging markets, targeting retirement plan participants, institutional investors, and individual savers. Recent developments include the expansion of the SmartRetirement suite with enhanced ESG integration in underlying funds during 2024 and a strategic partnership with Dimensional Fund Advisors announced in late 2023 to incorporate factor-based indexing for improved risk-adjusted returns; additionally, in 2025, the fund benefited from J.P. Morgan's acquisition of OpenInvest to bolster personalized sustainable investing options within target-date blends.