JPMorgan SmartRetirement 2040 Fund BBRE Holdings History
JPMorgan SmartRetirement 2040 Fund's JPMorgan BetaBuilders MSCI U.S. REIT ETF Holding Summary
As of 2025-03-31, JPMorgan Trust I held 163,551.00 shares of JPMorgan BetaBuilders MSCI U.S. REIT ETF(BBRE), totaling $15.38 Mil. This investment constitutes 1.43% of their stock portfolio, and JPMorgan Trust I now holds 1.68% of the outstanding JPMorgan BetaBuilders MSCI U.S. REIT ETF(BBRE) stock.
The initial trade took place in 2019Q4. And since then JPMorgan SmartRetirement 2040 Fund has made 7 purchases of BBRE, at an average price of $84.43, for a total of 1.08 Mil shares. In addition, there have been 12 sales at an average price of $88.36 for 919,232.00 shares. Based on historical transaction data and BBRE's current price of $93.16, JPMorgan SmartRetirement 2040 Fund's estimated gain on his BBRE holdings is $5.04 Mil, reflecting a 5.51% gain to date.
JPMorgan SmartRetirement 2040 Fund BBRE ($93.16) Holding Chart
JPMorgan SmartRetirement 2040 Fund BBRE ($93.16) 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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