JPMorgan SmartRetirement Blend 2015 Fund MDY Holdings History
JPMorgan SmartRetirement Blend 2015 Fund's S&P MidCap 400 ETF Holding Summary
As of 2023-09-30, JPMorgan SmartRetirement Blend 2015 Fund held 1,230.00 shares of S&P MidCap 400 ETF(MDY), totaling $561,670.00. This investment constitutes 7.62% of their stock portfolio, and JPMorgan SmartRetirement Blend 2015 Fund now holds 0% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2023Q1. And since then JPMorgan SmartRetirement Blend 2015 Fund has made 2 purchases of MDY, at an average price of $464.30, for a total of 1,309.00 shares. In addition, there have been 1 sales at an average price of $479.22 for 79.00 shares. Based on historical transaction data and MDY's current price of $588.03, JPMorgan SmartRetirement Blend 2015 Fund's estimated gain on his MDY holdings is $153,372.50, reflecting a 25.24% gain to date.
JPMorgan SmartRetirement Blend 2015 Fund MDY ($588.03) Holding Chart
JPMorgan SmartRetirement Blend 2015 Fund MDY ($588.03) 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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