JPMORGAN SMARTRETIREMENT BLEND 2040 R6 - Mutual Fund

Historical Holders from Q4 2023 to Q3 2025

CUSIP
46636U330
Type / Class
Equity / Mutual Fund
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
105K
Holdings value
$3.79M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
1
Number of buys
1
Average Value change %
+0%
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 105K $3.79M +$138K $35.95 1
2025 Q2 101K $3.43M +$2.28M $33.81 1
2025 Q1 33.9K $1.06M -$2.35M $31.11 1
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