JPMorgan SmartRetirement Blend 2015 Fund BBRE Holdings History
JPMorgan SmartRetirement Blend 2015 Fund's JPMorgan BetaBuilders MSCI U.S. REIT ETF Holding Summary
As of 2023-09-30, JPMorgan SmartRetirement Blend 2015 Fund held 2,051.00 shares of JPMorgan BetaBuilders MSCI U.S. REIT ETF(BBRE), totaling $159,530.00. This investment constitutes 2.17% of their stock portfolio, and JPMorgan SmartRetirement Blend 2015 Fund now holds 0.02% of the outstanding JPMorgan BetaBuilders MSCI U.S. REIT ETF(BBRE) stock.
The initial trade took place in 2019Q3. And since then JPMorgan SmartRetirement Blend 2015 Fund has made 4 purchases of BBRE, at an average price of $81.98, for a total of 11,493.00 shares. In addition, there have been 9 sales at an average price of $83.07 for 9,442.00 shares. Based on historical transaction data and BBRE's current price of $94.44, JPMorgan SmartRetirement Blend 2015 Fund's estimated gain on his BBRE holdings is $35,862.01, reflecting a 3.81% gain to date.
JPMorgan SmartRetirement Blend 2015 Fund BBRE ($94.44) Holding Chart
JPMorgan SmartRetirement Blend 2015 Fund BBRE ($94.44) 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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