JPMorgan SmartRetirement Blend 2025 Fund BBSC Holdings History
JPMorgan SmartRetirement Blend 2025 Fund's JPMorgan BetaBuilders U.S. Small Cap Equity ETF Holding Summary
As of 2025-03-31, JPMorgan SmartRetirement Blend 2025 Fund held 530,474.00 shares of JPMorgan BetaBuilders U.S. Small Cap Equity ETF(BBSC), totaling $32.10 Mil. This investment constitutes 5.82% of their stock portfolio, and JPMorgan SmartRetirement Blend 2025 Fund now holds 5.96% of the outstanding JPMorgan BetaBuilders U.S. Small Cap Equity ETF(BBSC) stock.
The initial trade took place in 2021Q1. And since then JPMorgan SmartRetirement Blend 2025 Fund has made 8 purchases of BBSC, at an average price of $60.78, for a total of 1.19 Mil shares. In addition, there have been 4 sales at an average price of $60.03 for 662,342.00 shares. Based on historical transaction data and BBSC's current price of $64.63, JPMorgan SmartRetirement Blend 2025 Fund's estimated gain on his BBSC holdings is $1.54 Mil, reflecting a 2.13% gain to date.
JPMorgan SmartRetirement Blend 2025 Fund BBSC ($64.63) Holding Chart
JPMorgan SmartRetirement Blend 2025 Fund BBSC ($64.63) 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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