Number of Shares
1.71 Mil
Current Holdings Value*
$78.68 Mil
% of Portfolio
14.27%
Total Estimate Gain
$-23.90 Mil
% of Total Estimate Gain
-7.46%

JPMorgan SmartRetirement Blend 2025 Fund's JAGG Holding Summary

As of 2025-03-31, JPMorgan SmartRetirement Blend 2025 Fund held 1.71 Mil shares of JAGG(JAGG), totaling $78.68 Mil. This investment constitutes 14.27% of their stock portfolio, and JPMorgan SmartRetirement Blend 2025 Fund now holds -% of the outstanding JAGG(JAGG) stock.

The initial trade took place in 2021Q2. And since then JPMorgan SmartRetirement Blend 2025 Fund has made 8 purchases of JAGG, at an average price of $49.56, for a total of 6.47 Mil shares. In addition, there have been 5 sales at an average price of $45.37 for 4.76 Mil shares. Based on historical transaction data and JAGG's current price of $47.25, JPMorgan SmartRetirement Blend 2025 Fund's estimated gain on his JAGG holdings is $-23.90 Mil, reflecting a -7.46% gain to date.

JPMorgan SmartRetirement Blend 2025 Fund JAGG ($47.25) Holding Chart

JPMorgan SmartRetirement Blend 2025 Fund JAGG ($47.25) 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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