Latest Period
Q1 2026
Security Snapshot
JPMORGAN SMARTRETIREMENT BLEND 2050 R6 - Mutual Fund Institutional Ownership
CUSIP: 46636U199
13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
63,968
Price
$38.35
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- Type / Class
- Equity / Mutual Fund
- Price per share
- $38.35
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 63,968
- Total reported value
- $2,453,155
- % of total 13F portfolios
- 0%
- Share change
- +1,647
- Value change
- +$63,162
- Number of holders
- 1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 46636U199 - JPMORGAN SMARTRETIREMENT BLEND 2050 R6 - Mutual Fund is tracked under CUSIP 46636U199.
- 1 institution reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 1 between Q4 2025 and Q1 2026.
- Reported value moved from $2,419,287 to $2,453,155.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
46636U199
Latest holder period
Q1 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46636U199:
As of 31 Mar 2026, 1 institutional investors reported holding 63,968 shares of JPMORGAN SMARTRETIREMENT BLEND 2050 R6 - Mutual Fund.
Institutional Holders of JPMORGAN SMARTRETIREMENT BLEND 2050 R6 - Mutual Fund across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 63,968 | $2,453,155 | +$63,162 | $38.35 | 1 |
| 2025 Q4 | 62,321 | $2,419,287 | +$10,637 | $38.82 | 1 |
| 2025 Q3 | 62,047 | $2,393,771 | +$131,596 | $38.58 | 1 |
| 2025 Q2 | 58,636 | $2,114,991 | +$1,762,985 | $36.07 | 1 |
| 2025 Q1 | 9,759 | $320,784 | -$1,626,831 | $32.87 | 1 |
| 2024 Q4 | 59,251 | $1,957,655 | +$111,642 | $33.04 | 1 |
| 2024 Q3 | 55,872 | $1,916,985 | +$78,811 | $34.31 | 1 |
| 2024 Q2 | 53,575 | $1,723,508 | +$1,723,508 | $32.17 | 1 |