JBTBX Mutual Fund (JPMorgan Smartretirement Blend 2025 Fund Class R4) is managed by J.P. Morgan Asset Management with $30.4M in net assets. JBTBX expense ratio is 0.42%, holding 954 positions across sectors including Unknown, Financials, Other. Inception date: 2017-05-31.

JBTBX performance shows a YTD return of 4.75%. The 1-year return is 12.73% and the 5-year return is 5.07%. JBTBX dividend yield stands at 3.31%, paid annually.

JBTBX top holdings include Jpmorgan Equity Index Fund, Class R6 (22.2%), Jpmorgan Betabuilders International Equity ETF (10.1%), Jpmorgan Core Plus Bond Fund, Class R6 (10.1%), Jpmorgan High Yield Fund, Class R6 (6.9%), Jpmorgan Inflation Managed Bond ETF (4.5%). View all JBTBX holdings, sector breakdown, or dividend history.

JBTBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JBTBX alternatives are available via the screener, along with tax-loss harvesting opportunities.