JPMORGAN SMARTRETIREMENT BLEND 2040 R6 - Mutual Fund

Historical Institutional Holders from Q4 2023 to Q4 2024

All holders as of December 31, 2024
Q4 2024
Type / Class
Equity / Mutual Fund
Shares, excl. options Q4 2024
109K
Holdings value Q4 2024
$3.41M
Value change Q4 2024
-$424K
Grand Portfolio weight change Q4 2024
0%
Number of holders
1
Number of buys Q4 2024
0
Number of sells Q4 2024
-1
Average buys Q4 2024 %
0
Average sells Q4 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q4 109K $3.41M -$424K $31.14 1
2024 Q3 123K $4M -$425K $32.48 1
2024 Q2 136K $4.15M +$4.15M $30.50 1
2024 Q1 0 $0 -$70.1K 0
2023 Q4 24.1K $70.1K +$70.1K $2.91 1