JPMORGAN SMARTRETIREMENT BLEND 2040 R6 - Mutual Fund

Historical Portfolio Holders from Q4 2023 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / Mutual Fund
Shares, excl. options Q2 2024
136K
Holdings value Q2 2024
$4.15M
Value change Q2 2024
+$4.15M
Grand Portfolio weight change Q2 2024
+0%
Number of holders
1
Number of buys Q2 2024
0
Number of sells Q2 2024
-1
Average buys Q2 2024 %
0
Average sells Q2 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 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