JPMorgan SmartRetirement 2040 Fund JIRE Holdings History
JPMorgan SmartRetirement 2040 Fund's JPMorgan International Research Enhanced Equity ETF Holding Summary
As of 2025-03-31, JPMorgan Trust I held 7.13 Mil shares of JPMorgan International Research Enhanced Equity ETF(JIRE), totaling $454.52 Mil. This investment constitutes 42.29% of their stock portfolio, and JPMorgan Trust I now holds 6.62% of the outstanding JPMorgan International Research Enhanced Equity ETF(JIRE) stock.
The initial trade took place in 2022Q2. And since then JPMorgan SmartRetirement 2040 Fund has made 5 purchases of JIRE, at an average price of $49.58, for a total of 12.33 Mil shares. In addition, there have been 6 sales at an average price of $56.85 for 5.20 Mil shares. Based on historical transaction data and JIRE's current price of $70.72, JPMorgan SmartRetirement 2040 Fund's estimated gain on his JIRE holdings is $188.66 Mil, reflecting a 30.85% gain to date.
JPMorgan SmartRetirement 2040 Fund JIRE ($70.72) Holding Chart
JPMorgan SmartRetirement 2040 Fund JIRE ($70.72) 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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