# Product Facts - JPMorgan SmartRetirement Blend 2070 Fund

> Audience: country=us, language=en, role=adv.
> Generated: 2026-09-30T21:23:52.866179718Z.

## Identity

- **Fund Name**: JPMorgan SmartRetirement Blend 2070 Fund
- **Share Class Name**: JPMorgan SmartRetirement Blend 2070 Fund-R5
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-smartretirement-blend-2070-fund-r5-46655r770)
- **Ticker**: JAKHX
- **CUSIP**: 46655R770
- **Fund Type**: MUTUAL FUND
- **Asset Class**: Asset Allocation
- **Fund Inception Date**: 02/27/2026
- **Share Class Inception Date**: 02/27/2026
- **Investment Objective**: The Fund seeks high total return with a shift to current income and some capital appreciation over time as the Fund approaches and passes the target retirement date.

## Fund Facts

- **Ticker**: JAKHX
- **CUSIP**: 46655R770
- **Share Class Number**: 4376
- **Asset Class**: Asset Allocation
- **Fund Inception Date**: 02/27/2026
- **Share Class Inception Date**: 02/27/2026

## Fund Stats

- **NAV  As of 09/29/2026**: $16.04
- **NAV Change ($) As of 09/29/2026**: $-0.03
- **NAV Change (%) As of 09/29/2026**: -0.19%
- **Fund Assets As of 09/29/2026**: $6.43mn

## Portfolio Managers

### Daniel Oldroyd

- **In the industry**: 27 years
- **With J.P. Morgan**: 26 years
- **Managing this fund**: Less than one year

### Ove Fladberg

- **In the industry**: 27 years
- **With J.P. Morgan**: 23 years
- **Managing this fund**: Less than one year

### Anshul Mohan

- **In the industry**: 16 years
- **With J.P. Morgan**: 16 years
- **Managing this fund**: Less than one year

## Documents

- [Factsheet: JPMorgan SmartRetirement Blend 2070 Fund (R5)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/fact-sheet/asset-allocation/fs-srb2070-r5.pdf)
- [Supplemental Data Sheet - SmartRetirement Blend 2070 Fund - (Quarterly)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/mfdp/mfdp-srb2070-1.pdf)
- [Summary Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/46655R770/SP?site=JPMorganv3)
- [Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/46655R770/P?site=JPMorganv3)
- [Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/46655R770/AR?site=JPMorganv3)
- [Annual Financial Statements and Other Information](https://am.jpmorgan.com/JPMorgan/TVT/46655R770/NCSR?site=JPMorganv3)
- [Semi-Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/46655R770/SAR?site=JPMorganv3)
- [Semi-Annual Financial Statements and Other Information](https://am.jpmorgan.com/JPMorgan/TVT/46655R770/NCSRS?site=JPMorganv3)
- [First Quarter Holding](https://am.jpmorgan.com/JPMorgan/TVT/46655R770/QH1?site=JPMorganv3)
- [Third Quarter Holding](https://am.jpmorgan.com/JPMorgan/TVT/46655R770/QH3?site=JPMorganv3)
- [Statement of Additional Information](https://am.jpmorgan.com/JPMorgan/TVT/46655R770/S?site=JPMorganv3)
- [Annual Report Of Proxy Voting](https://am.jpmorgan.com/JPMorgan/TVT/46655R770/NPX?site=JPMorganv3)