JPMORGAN SMARTRETIREMENT BLEND 2040 R6 - Mutual Fund

Historical Holders from Q4 2023 to Q3 2025

Type / Class
Equity / Mutual Fund
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
105,297
Holdings value
$3,785,418
% of all portfolios
0%
Number of holders
1
Number of buys
1
Average buys %
+0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of JPMORGAN SMARTRETIREMENT BLEND 2040 R6 - Mutual Fund

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 105,297 $3,785,418 +$138,227 $35.95 1
2025 Q2 101,452 $3,430,103 +$2,282,622 $33.81 1
2025 Q1 33,939 $1,055,839 -$2,349,358 $31.11 1
2024 Q4 109,457 $3,408,470 -$424,031 $31.14 1
2024 Q3 123,074 $3,997,446 -$424,644 $32.48 1
2024 Q2 136,148 $4,152,511 +$4,152,511 $30.5 1
2024 Q1 0 $0 -$70,071 0
2023 Q4 24,075 $70,071 +$70,071 $2.91 1