JPMorgan SmartRetirement 2040 Fund JPHY Holdings History
JPMorgan SmartRetirement 2040 Fund's JPMorgan Active High Yield ETF Holding Summary
As of 2025-03-31, JPMorgan Trust I held 369,780.00 shares of JPMorgan Active High Yield ETF(JPHY), totaling $17.03 Mil. This investment constitutes 1.58% of their stock portfolio, and JPMorgan Trust I now holds 3.8% of the outstanding JPMorgan Active High Yield ETF(JPHY) stock.
The initial trade took place in 2021Q1. And since then JPMorgan SmartRetirement 2040 Fund has made 4 purchases of JPHY, at an average price of $49.42, for a total of 2.03 Mil shares. In addition, there have been 7 sales at an average price of $45.96 for 1.66 Mil shares. Based on historical transaction data and JPHY's current price of $50.54, JPMorgan SmartRetirement 2040 Fund's estimated gain on his JPHY holdings is $-5.36 Mil, reflecting a -5.33% gain to date.
JPMorgan SmartRetirement 2040 Fund JPHY ($50.54) Holding Chart
JPMorgan SmartRetirement 2040 Fund JPHY ($50.54) 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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