JPMorgan SmartRetirement 2040 Fund JGLO Holdings History
JPMorgan SmartRetirement 2040 Fund's JPMorgan Global Select Equity ETF Holding Summary
As of 2025-03-31, JPMorgan Trust I held 5.20 Mil shares of JPMorgan Global Select Equity ETF(JGLO), totaling $306.52 Mil. This investment constitutes 28.52% of their stock portfolio, and JPMorgan Trust I now holds 4.76% of the outstanding JPMorgan Global Select Equity ETF(JGLO) stock.
The initial trade took place in 2023Q4. And since then JPMorgan SmartRetirement 2040 Fund has made 3 purchases of JGLO, at an average price of $51.55, for a total of 5.40 Mil shares. In addition, there have been 3 sales at an average price of $58.60 for 200,115.00 shares. Based on historical transaction data and JGLO's current price of $64.25, JPMorgan SmartRetirement 2040 Fund's estimated gain on his JGLO holdings is $67.46 Mil, reflecting a 24.23% gain to date.
JPMorgan SmartRetirement 2040 Fund JGLO ($64.25) Holding Chart
JPMorgan SmartRetirement 2040 Fund JGLO ($64.25) 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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