Number of Shares
180,802.00
Current Holdings Value*
$17.00 Mil
% of Portfolio
3.08%
Total Estimate Gain
$10.97 Mil
% of Total Estimate Gain
14.16%

JPMorgan SmartRetirement Blend 2025 Fund's JPMorgan BetaBuilders MSCI U.S. REIT ETF Holding Summary

As of 2025-03-31, JPMorgan SmartRetirement Blend 2025 Fund held 180,802.00 shares of JPMorgan BetaBuilders MSCI U.S. REIT ETF(BBRE), totaling $17.00 Mil. This investment constitutes 3.08% of their stock portfolio, and JPMorgan SmartRetirement Blend 2025 Fund now holds 1.86% 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 2025 Fund has made 5 purchases of BBRE, at an average price of $80.71, for a total of 959,348.00 shares. In addition, there have been 14 sales at an average price of $91.95 for 778,546.00 shares. Based on historical transaction data and BBRE's current price of $92.93, JPMorgan SmartRetirement Blend 2025 Fund's estimated gain on his BBRE holdings is $10.97 Mil, reflecting a 14.16% gain to date.

JPMorgan SmartRetirement Blend 2025 Fund BBRE ($92.93) Holding Chart

JPMorgan SmartRetirement Blend 2025 Fund BBRE ($92.93) 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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