BackJPMorgan SmartRetirement 2050 Fund R5 Class Overview

JPMorgan SmartRetirement 2050 Fund R5 Class Total Assets

Track JPMorgan SmartRetirement 2050 Fund R5 Class's total assets ($4.6T) with charts, peers, and YoY trends.

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Total Assets
$4552.48B
↑ 9.88% YoYΔ $409.48B vs prior year quarter

Peer trimmed avg / median

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JPMorgan SmartRetirement 2050 Fund R5 Class Total Assets History

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JPMorgan SmartRetirement 2050 Fund R5 Class vs. peers: Total Assets Comparison

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JPMorgan SmartRetirement 2050 Fund R5 Class Total Assets Growth (YoY per quarter)

Latest change versus the prior comparable period (same company).

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Balance Sheet Breakdown

Current CashShort Term InvestmentsReceivablesInventoryOther Current AssetsCurrent AssetsLong Term InvestmentsProperty Plant EquipmentGoodwillIntangible AssetsOther AssetsTotal AssetsNet Tangible AssetsAccounts PayableOther Current LiabilitiesTotal Current LiabilitiesLong Term DebtOther LiabilitiesMinority InterestTotal Liabilities

JPMorgan SmartRetirement 2050 Fund R5 Class (JTSIX) FAQ

The latest total assets for JTSIX is $4.6T as of June 2025. That compares with $4.1T in the prior-year period — up 9.9% year over year. Investors often review this figure alongside JPMorgan SmartRetirement 2050 Fund R5 Class's historical trend and sector peers before judging valuation or financial health.

Over the past year, JTSIX's total assets moved from $4.1T to $4.6T — a 9.9% year-over-year increase. If the trend continues in the same direction for several quarters, it can signal a meaningful shift in JPMorgan SmartRetirement 2050 Fund R5 Class's operating scale or balance-sheet position.

A total assets figure of $4.6T for JTSIX is a snapshot of scale on that line item. On its own it does not say whether the business is healthy — you also want growth rate, margins, and how the number compares with similar companies. Explore the charts below for those layers of context.

After noting JTSIX's total assets ($4.6T), review year-over-year change from $4.1T, peer averages, and a few neighboring metrics such as revenue, margins, or valuation multiples. That combination usually beats staring at a single figure. The navigation links on this page jump you to those related views.