JPMorgan SmartRetirement 2040 Fund JPRE Holdings History
JPMorgan SmartRetirement 2040 Fund's JPMorgan Realty Income ETF Holding Summary
As of 2025-03-31, JPMorgan Trust I held 966,649.00 shares of JPMorgan Realty Income ETF(JPRE), totaling $46.59 Mil. This investment constitutes 4.34% of their stock portfolio, and JPMorgan Trust I now holds 10.48% of the outstanding JPMorgan Realty Income ETF(JPRE) stock.
The initial trade took place in 2022Q2. And since then JPMorgan SmartRetirement 2040 Fund has made 4 purchases of JPRE, at an average price of $49.27, for a total of 2.08 Mil shares. In addition, there have been 6 sales at an average price of $43.73 for 1.11 Mil shares. Based on historical transaction data and JPRE's current price of $47.56, JPMorgan SmartRetirement 2040 Fund's estimated gain on his JPRE holdings is $-7.81 Mil, reflecting a -7.63% gain to date.
JPMorgan SmartRetirement 2040 Fund JPRE ($47.56) Holding Chart
JPMorgan SmartRetirement 2040 Fund JPRE ($47.56) 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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