X0404 N-CEN/A 0001752724-24-203562 LIVE 0001659326 XXXXXXXX 811-23117 true false false N-1A S000077902 true S000055856 true S000070949 true S000077903 true S000070948 true S000062679 true S000075349 true JPMorgan Trust IV 811-23117 0001659326 549300OTMPZX852VDL37 277 Park Avenue New York 10172 US-NY US 800-480-4111 JPMorgan Distribution Services, Inc. 1111 Polaris Parkway Columbus 43240 201-595-1958 Records relating to its functions as principal underwriter and shareholder servicing agent J.P. Morgan Investment Management Inc. 383 Madison Avenue New York 10179 800-343-1113 Records relating to its functions as investment adviser and administrator JPMorgan Chase Bank, N.A. 4 Chase Metrotech Center Brooklyn 11245 718-242-0609 Records relating to its functions as custodian JPMorgan Chase Bank, N.A. 383 Madison Avenue New York 10179 212-270-6000 Records relating to its functions as sub-administrator and fund accounting agent DST Asset Manager Solutions, Inc. 2000 Old Colony Drive Quincy 02169 617-483-5000 Records relating to its functions as transfer agent N N N-1A 12 Y Thomas P. Lemke N/A N Gary L. French N/A N Raymond Kanner N/A N Marian U. Pardo N/A N Stephen P. Fisher N/A N Lawrence R. Maffia N/A N Mary E. Martinez N/A N Robert J. Grassi 006093150 N Nina O. Shenker N/A Y Frankie D. Hughes N/A N John F. Finn N/A N Robert F. Deutsch N/A Y Kathleen M. Gallagher N/A N Emily A. Youssouf N/A N Dr. Robert A. Oden, Jr. N/A N Marilyn McCoy N/A N Stephen M. Ungerman 002315698 277 Park Avenue New York 10172 XXXXXX N N N N N N JPMorgan Distribution Services, Inc. 8-52700 000104234 N/A Y N PricewaterhouseCoopers LLP 238 5493002GVO7EO8RNNS37 N N N N N N N JPMorgan SmartRetirement 2065 Fund S000077902 549300ZPRVKCK6QZ5N73 N 8 0 0 Fund of Funds Target Date Fund N N N N N/A 0.00000000 0.00000000 Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G)) Rule 22d-1 (17 CFR 270.22d-1) Rule 12d1-4 (17 CFR 270.12d1-4) Rule 32a-4 (17 CFR 270.32a-4) Rule 12d1-1 (17 CFR 270.12d1-1) Rule 18f-4 (17 CFR 270.18f-4) Y Y N N J.P. Morgan Investment Management Inc. 801-21011 000107038 549300W78QHV4XMM6K69 N DST Asset Manager Solutions, Inc. 84-00896 N/A N N N LSEG 2138007FV67QQ13CGJ43 N Bloomberg L.P. 549300B56MD0ZC402L06 N ICE Data Pricing & Reference Data, LLC 5493000NQ9LYLDBCTL34 N N JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y N Self - rule 17f-2 (17 CFR 270.17f-2) BofA Securities, Inc. 549300HN4UKV1E2R3U73 N Y Futures commission merchants and commodity clearing organizations - rule 17f-6 (17 CFR 270.17f-6) N JPMorgan Distribution Services, Inc. 000104234 CRD Y N N J.P. Morgan Investment Management Inc. 549300W78QHV4XMM6K69 Y N JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y Y N Jane Street Execution Services, LLC 8-69254 000167280 549300HXJLXCPDWAH070 24.50000000 Cowen and Company 8-22522 000007616 549300WR155U7DVMIW58 19.29000000 Goldman Sachs & Co. LLC 8-00129 000000361 FOR8UP27PHTHYVLBNG30 221.93000000 Virtu Americas LLC 8-68193 000149823 549300RA02N3BNSWBV74 1158.13000000 Flow Traders B.V. N/A N/A 549300CLJI9XDH12XV51 NL 85.79000000 RBC Capital Markets, LLC 8-45411 000031194 549300LCO2FLSSVFFR64 512.96000000 Citadel Securities LLC 8-53574 000116797 12UUJYTN7D3SW8KCSG25 82.52000000 Jefferies LLC 8-15074 000002347 58PU97L1C0WSRCWADL48 53.08000000 Merrill Lynch, Pierce, Fenner & Smith Inc. 8-07221 000007691 8NAV47T0Y26Q87Y0QP81 364.37000000 UBS Securities LLC 8-22651 000007654 T6FIZBDPKLYJKFCRVK44 52.04000000 2650.85000000 BMO Nesbitt Burns Securities Ltd. 8-50538 000044057 M3LKFDNSJGJ7TMLH6Z15 CA 49634.77000000 Goldman Sachs & Co. LLC 8-00129 000000361 FOR8UP27PHTHYVLBNG30 69630.86000000 Wells Fargo Securities, LLC 8-65876 000126292 VYVVCKR63DVZZN70PB21 32328.76000000 151594.39000000 Y 13055302.08000000 Committed 1500000000.00000000 N Uncommitted 100000000.00000000 N N N N JPMorgan Hedged Equity 3 Fund S000070949 549300Y1I7MNW5VXQZ94 N 5 0 0 N/A N N Y N Citibank N.A. E57ODZWZ7FF32TWEFA76 N N Cash collateral reinvestment fee Revenue sharing split 0.00000000 0.00000000 Rule 12d1-4 (17 CFR 270.12d1-4) Rule 18f-4 (17 CFR 270.18f-4) Rule 22d-1 (17 CFR 270.22d-1) Rule 12d1-1 (17 CFR 270.12d1-1) Rule 32a-4 (17 CFR 270.32a-4) Rule 17e-1 (17 CFR 270.17e-1) Y Y N N J.P. Morgan Investment Management Inc. 801-21011 000107038 549300W78QHV4XMM6K69 N DST Asset Manager Solutions, Inc. 84-00896 N/A N N N LSEG 2138007FV67QQ13CGJ43 N Bloomberg L.P. 549300B56MD0ZC402L06 N ICE Data Pricing & Reference Data, LLC 5493000NQ9LYLDBCTL34 N N BofA Securities, Inc. 549300HN4UKV1E2R3U73 N Y Futures commission merchants and commodity clearing organizations - rule 17f-6 (17 CFR 270.17f-6) JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y N Self - rule 17f-2 (17 CFR 270.17f-2) N JPMorgan Distribution Services, Inc. 000104234 CRD Y N N JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y Y J.P. Morgan Investment Management Inc. 549300W78QHV4XMM6K69 Y N N J.P. Morgan Securities LLC 8-35008 000000079 ZBUT11V806EZRVTWT807 56869.47 Barclays Capital, Inc. 8-41342 000019714 AC28XWWI3WIBK2824319 24352.53000000 Cowen and Company 8-22522 000007616 549300WR155U7DVMIW58 19065.18000000 BMO Capital Markets Corp. 8-34344 000016686 RUC0QBLBRPRCU4W1NE59 21263.63000000 RBC Capital Markets, LLC 8-45411 000031194 549300LCO2FLSSVFFR64 82862.04000000 J.P. Morgan Securities LLC 8-35008 000000079 ZBUT11V806EZRVTWT807 56869.47000000 Virtu Americas LLC 8-68193 000149823 549300RA02N3BNSWBV74 16708.19000000 Morgan Stanley & Co. LLC 8-15869 000008209 9R7GPTSO7KV3UQJZQ078 37186.14000000 Goldman Sachs & Co. LLC 8-00129 000000361 FOR8UP27PHTHYVLBNG30 551042.02000000 BofA Securities, Inc. 8-69787 000283942 549300HN4UKV1E2R3U73 37595.77000000 UBS Securities LLC 8-22651 000007654 T6FIZBDPKLYJKFCRVK44 23640.25000000 984070.36000000 Citigroup Global Markets Inc. 8-08177 000007059 MBNUM2BPBDO7JBLYG310 556536.71000000 556536.71000000 Y 2651679000.51000000 Uncommitted 100000000.00000000 N Committed 1500000000.00000000 N N N N JPMorgan SmartRetirement Blend 2065 Fund S000077903 549300NFDGNCM6HDVQ16 N 6 0 0 Fund of Funds Target Date Fund N N N N N/A 0.00000000 0.00000000 Rule 12d1-4 (17 CFR 270.12d1-4) Rule 22d-1 (17 CFR 270.22d-1) Rule 18f-4 (17 CFR 270.18f-4) Rule 32a-4 (17 CFR 270.32a-4) Section 12(d)(1)(G) of the Act (15 USC 80a-12(d)(1)(G)) Rule 12d1-1 (17 CFR 270.12d1-1) Y Y N N J.P. Morgan Investment Management Inc. 801-21011 000107038 549300W78QHV4XMM6K69 N DST Asset Manager Solutions, Inc. 84-00896 N/A N N N Bloomberg L.P. 549300B56MD0ZC402L06 N ICE Data Pricing & Reference Data, LLC 5493000NQ9LYLDBCTL34 N LSEG 2138007FV67QQ13CGJ43 N N BofA Securities, Inc. 549300HN4UKV1E2R3U73 N Y Futures commission merchants and commodity clearing organizations - rule 17f-6 (17 CFR 270.17f-6) JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y N Self - rule 17f-2 (17 CFR 270.17f-2) N JPMorgan Distribution Services, Inc. 000104234 CRD Y N N JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y Y J.P. Morgan Investment Management Inc. 549300W78QHV4XMM6K69 Y N N RBC Capital Markets, LLC 8-45411 000031194 549300LCO2FLSSVFFR64 526.91000000 Old Mission Markets LLC 8-69691 000281867 5493003UFGIEMN1POL71 82.57000000 Citadel Securities LLC 8-53574 000116797 12UUJYTN7D3SW8KCSG25 282.40000000 Virtu Americas LLC 8-68193 000149823 549300RA02N3BNSWBV74 395.14000000 Jane Street Execution Services, LLC 8-69254 000167280 549300HXJLXCPDWAH070 135.47000000 Goldman Sachs & Co. LLC 8-00129 000000361 FOR8UP27PHTHYVLBNG30 115.27000000 Merrill Lynch, Pierce, Fenner & Smith Inc. 8-07221 000007691 8NAV47T0Y26Q87Y0QP81 39.35000000 CIBC World Markets Corp. 8-18333 000000630 549300445CON3DBMU275 100.57000000 BofA Securities, Inc. 8-69787 000283942 549300HN4UKV1E2R3U73 44.34000000 Cowen and Company 8-22522 000007616 549300WR155U7DVMIW58 70.22000000 1898.32000000 BNP Paribas Securities Corp. 8-32682 000015794 RCNB6OTYUAMMP879YW96 79571.88000000 BMO Nesbitt Burns Securities Ltd. 8-50538 000044057 M3LKFDNSJGJ7TMLH6Z15 CA 29837.11000000 Wells Fargo Securities, LLC 8-65876 000126292 VYVVCKR63DVZZN70PB21 17255.22000000 Citigroup Global Markets Inc. 8-08177 000007059 MBNUM2BPBDO7JBLYG310 29510.16000000 156174.37000000 N 15969894.67000000 Committed 1500000000.00000000 N Uncommitted 100000000.00000000 N N N N JPMorgan Hedged Equity 2 Fund S000070948 549300KQSTZV0LYBF836 N 5 0 0 N/A N N Y N Citibank N.A. E57ODZWZ7FF32TWEFA76 N N Cash collateral reinvestment fee Revenue sharing split 0.00000000 0.00000000 Rule 32a-4 (17 CFR 270.32a-4) Rule 12d1-1 (17 CFR 270.12d1-1) Rule 22d-1 (17 CFR 270.22d-1) Rule 12d1-4 (17 CFR 270.12d1-4) Rule 17e-1 (17 CFR 270.17e-1) Rule 18f-4 (17 CFR 270.18f-4) Y Y N N J.P. Morgan Investment Management Inc. 801-21011 000107038 549300W78QHV4XMM6K69 N DST Asset Manager Solutions, Inc. 84-00896 N/A N N N Bloomberg L.P. 549300B56MD0ZC402L06 N LSEG 2138007FV67QQ13CGJ43 N ICE Data Pricing & Reference Data, LLC 5493000NQ9LYLDBCTL34 N N BofA Securities, Inc. 549300HN4UKV1E2R3U73 N Y Futures commission merchants and commodity clearing organizations - rule 17f-6 (17 CFR 270.17f-6) JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y N Self - rule 17f-2 (17 CFR 270.17f-2) N JPMorgan Distribution Services, Inc. 000104234 CRD Y N N J.P. Morgan Investment Management Inc. 549300W78QHV4XMM6K69 Y N JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y Y N J.P. Morgan Securities LLC 8-35008 000000079 ZBUT11V806EZRVTWT807 64766.45000000 BofA Securities, Inc. 8-69787 000283942 549300HN4UKV1E2R3U73 58710.56000000 BMO Capital Markets Corp. 8-34344 000016686 RUC0QBLBRPRCU4W1NE59 29226.92000000 Barclays Capital, Inc. 8-41342 000019714 AC28XWWI3WIBK2824319 925688.32000000 J.P. Morgan Securities LLC 8-35008 000000079 ZBUT11V806EZRVTWT807 64766.45000000 Goldman Sachs & Co. LLC 8-00129 000000361 FOR8UP27PHTHYVLBNG30 55587.01000000 UBS Securities LLC 8-22651 000007654 T6FIZBDPKLYJKFCRVK44 62774.51000000 RBC Capital Markets, LLC 8-45411 000031194 549300LCO2FLSSVFFR64 67265.93000000 Cowen and Company 8-22522 000007616 549300WR155U7DVMIW58 31675.17000000 BNP Paribas Securities Corp. 8-32682 000015794 RCNB6OTYUAMMP879YW96 40437.83000000 Morgan Stanley & Co. LLC 8-15869 000008209 9R7GPTSO7KV3UQJZQ078 71838.81000000 1620089.93000000 Citigroup Global Markets Inc. 8-08177 000007059 MBNUM2BPBDO7JBLYG310 923248.68000000 923248.68000000 Y 4671724672.24000000 Committed 1500000000.00000000 N Uncommitted 100000000.00000000 N N N N JPMorgan Equity Premium Income Fund S000062679 549300KRTNWTZ6IPYS05 N 5 0 0 N/A N N Y N N Citibank N.A. E57ODZWZ7FF32TWEFA76 N N Revenue sharing split Cash collateral reinvestment fee 43298426.95000000 83127.48000000 Rule 32a-4 (17 CFR 270.32a-4) Rule 18f-4 (17 CFR 270.18f-4) Rule 17e-1 (17 CFR 270.17e-1) Rule 12d1-4 (17 CFR 270.12d1-4) Rule 22d-1 (17 CFR 270.22d-1) Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4)) Rule 12d1-1 (17 CFR 270.12d1-1) Y Y N N J.P. Morgan Investment Management Inc. 801-21011 000107038 549300W78QHV4XMM6K69 N DST Asset Manager Solutions, Inc. 84-00896 N/A N N N Bloomberg L.P. 549300B56MD0ZC402L06 N LSEG 2138007FV67QQ13CGJ43 N ICE Data Pricing & Reference Data, LLC 5493000NQ9LYLDBCTL34 N N JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y N Self - rule 17f-2 (17 CFR 270.17f-2) N JPMorgan Distribution Services, Inc. 000104234 CRD Y N N J.P. Morgan Investment Management Inc. 549300W78QHV4XMM6K69 Y N JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y Y N J.P. Morgan Securities LLC 8-35008 000000079 ZBUT11V806EZRVTWT807 13868.78 Goldman Sachs & Co. LLC 8-00129 000000361 FOR8UP27PHTHYVLBNG30 26807.00000000 BMO Capital Markets Corp. 8-34344 000016686 RUC0QBLBRPRCU4W1NE59 25136.63000000 Jefferies LLC 8-15074 000002347 58PU97L1C0WSRCWADL48 63671.85000000 RBC Capital Markets, LLC 8-45411 000031194 549300LCO2FLSSVFFR64 56077.26000000 Barclays Capital, Inc. 8-41342 000019714 AC28XWWI3WIBK2824319 51024.70000000 Instinet, LLC 8-23669 000007897 549300MGMN3RKMU8FT57 23308.48000000 Cowen and Company 8-22522 000007616 549300WR155U7DVMIW58 28656.99000000 UBS Securities LLC 8-22651 000007654 T6FIZBDPKLYJKFCRVK44 52735.77000000 Morgan Stanley & Co. LLC 8-15869 000008209 9R7GPTSO7KV3UQJZQ078 64651.55000000 BofA Securities, Inc. 8-69787 000283942 549300HN4UKV1E2R3U73 55577.44000000 583748.07000000 BNP Paribas Securities Corp. 8-32682 000015794 RCNB6OTYUAMMP879YW96 1998949189.39000010 Mizuho Securities USA LLC 8-37710 000019647 7TK5RJIZDFROZCA6XF66 164994925.13000000 BofA Securities, Inc. 8-69787 000283942 549300HN4UKV1E2R3U73 1167972039.08999990 Scotia Capital (USA) Inc. 8-03716 000002739 549300BLWPABP1VNME36 344996487.13999999 Morgan Stanley & Co. LLC 8-15869 000008209 9R7GPTSO7KV3UQJZQ078 438988649.97000003 Barclays Capital, Inc. 8-41342 000019714 AC28XWWI3WIBK2824319 1157972339.34999990 RBC Capital Markets, LLC 8-45411 000031194 549300LCO2FLSSVFFR64 1386970223.91000010 Societe Generale N/A N/A O2RNE8IBXP4R0TD8PU41 FR 340997341.95999998 SG Americas Securities, LLC 8-66125 000128351 549300F35UE0BOM1WJ55 279986963.82999998 Goldman Sachs & Co. LLC 8-00129 000000361 FOR8UP27PHTHYVLBNG30 1108968501.61999990 8666790604.31999970 Y 5960263184.81000000 Committed 1500000000.00000000 N Uncommitted 100000000.00000000 N N N N JPMorgan Preferred and Income Securities Fund S000075349 549300HNW9W4T1KS1666 N 4 0 0 N/A N N Y N Citibank N.A. E57ODZWZ7FF32TWEFA76 N N Cash collateral reinvestment fee Revenue sharing split 0.00000000 0.00000000 Rule 18f-4 (17 CFR 270.18f-4) Rule 12d1-1 (17 CFR 270.12d1-1) Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4)) Rule 32a-4 (17 CFR 270.32a-4) Rule 12d1-4 (17 CFR 270.12d1-4) Rule 22d-1 (17 CFR 270.22d-1) Y Y N N J.P. Morgan Investment Management Inc. 801-21011 000107038 549300W78QHV4XMM6K69 N DST Asset Manager Solutions, Inc. 84-00896 N/A N N N ICE Data Pricing & Reference Data, LLC 5493000NQ9LYLDBCTL34 N LSEG 2138007FV67QQ13CGJ43 N PricingDirect Inc. 549300WIC0TOJ7N7GD54 Y N JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 GB Y Y Foreign custodian - rule 17f-5 (17 CFR 270.17f-5) BofA Securities, Inc. 549300HN4UKV1E2R3U73 N Y Futures commission merchants and commodity clearing organizations - rule 17f-6 (17 CFR 270.17f-6) Royal Bank of Canada ES7IP3U3RHIGC71XBU11 CA N Y Foreign custodian - rule 17f-5 (17 CFR 270.17f-5) JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y N Self - rule 17f-2 (17 CFR 270.17f-2) Euroclear 549300OZ46BRLZ8Y6F65 BE N Y Foreign securities depository - rule 17f-7 (17 CFR 270.17f-7) Mizuho Bank, Ltd. RB0PEZSDGCO3JS6CEU02 JP N Y Foreign custodian - rule 17f-5 (17 CFR 270.17f-5) N JPMorgan Distribution Services, Inc. 000104234 CRD Y N N J.P. Morgan Investment Management Inc. 549300W78QHV4XMM6K69 Y N JPMorgan Chase Bank, N.A. 7H6GLXDRUGQFU57RNE97 Y Y N Morgan Stanley & Co. LLC 8-15869 000008209 9R7GPTSO7KV3UQJZQ078 6000.00000000 Susquehanna Financial Group, LLLP 8-44325 000035865 549300E8QX0ZMRDC2M81 6300.00000000 BofA Securities, Inc. 8-69787 000283942 549300HN4UKV1E2R3U73 6275.00000000 Virtu Americas LLC 8-68193 000149823 549300RA02N3BNSWBV74 2856.33000000 Goldman Sachs & Co. LLC 8-00129 000000361 FOR8UP27PHTHYVLBNG30 1875.00000000 23306.33000000 BofA Securities, Inc. 8-69787 000283942 549300HN4UKV1E2R3U73 99456564.23999999 Mizuho Securities USA LLC 8-37710 000019647 7TK5RJIZDFROZCA6XF66 64760924.39999999 Wells Fargo Securities, LLC 8-65876 000126292 VYVVCKR63DVZZN70PB21 23279511.75000000 Barclays Capital, Inc. 8-41342 000019714 AC28XWWI3WIBK2824319 34802923.00000000 RBC Capital Markets, LLC 8-45411 000031194 549300LCO2FLSSVFFR64 50177951.00000000 Goldman Sachs & Co. LLC 8-00129 000000361 FOR8UP27PHTHYVLBNG30 59350368.86999999 UBS Securities LLC 8-22651 000007654 T6FIZBDPKLYJKFCRVK44 151617466.25000000 BNP Paribas Securities Corp. 8-32682 000015794 RCNB6OTYUAMMP879YW96 103780954.04000001 Citigroup Global Markets Inc. 8-08177 000007059 MBNUM2BPBDO7JBLYG310 38401359.29999999 Morgan Stanley & Co. LLC 8-15869 000008209 9R7GPTSO7KV3UQJZQ078 64591683.75000000 821680019.07000005 N 767270626.00000000 Uncommitted 100000000.00000000 N Committed 1500000000.00000000 N N N N false false true false false true