JPMorgan SmartRetirement 2040 Fund BBMC Holdings History
JPMorgan SmartRetirement 2040 Fund's JPMorgan BetaBuilders U.S. Mid Cap Equity ETF Holding Summary
As of 2025-03-31, JPMorgan Trust I held 1.43 Mil shares of JPMorgan BetaBuilders U.S. Mid Cap Equity ETF(BBMC), totaling $128.86 Mil. This investment constitutes 11.99% of their stock portfolio, and JPMorgan Trust I now holds 6.96% of the outstanding JPMorgan BetaBuilders U.S. Mid Cap Equity ETF(BBMC) stock.
The initial trade took place in 2020Q4. And since then JPMorgan SmartRetirement 2040 Fund has made 9 purchases of BBMC, at an average price of $81.61, for a total of 2.13 Mil shares. In addition, there have been 7 sales at an average price of $84.33 for 697,761.00 shares. Based on historical transaction data and BBMC's current price of $99.78, JPMorgan SmartRetirement 2040 Fund's estimated gain on his BBMC holdings is $27.88 Mil, reflecting a 16.06% gain to date.
JPMorgan SmartRetirement 2040 Fund BBMC ($99.78) Holding Chart
JPMorgan SmartRetirement 2040 Fund BBMC ($99.78) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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