JPMorgan SmartRetirement Blend 2025 Fund JPHY Holdings History
JPMorgan SmartRetirement Blend 2025 Fund's JPMorgan Active High Yield ETF Holding Summary
As of 2025-03-31, JPMorgan SmartRetirement Blend 2025 Fund held 503,535.00 shares of JPMorgan Active High Yield ETF(JPHY), totaling $23.19 Mil. This investment constitutes 4.21% of their stock portfolio, and JPMorgan SmartRetirement Blend 2025 Fund now holds 5.18% of the outstanding JPMorgan Active High Yield ETF(JPHY) stock.
The initial trade took place in 2020Q4. And since then JPMorgan SmartRetirement Blend 2025 Fund has made 4 purchases of JPHY, at an average price of $48.92, for a total of 2.30 Mil shares. In addition, there have been 8 sales at an average price of $46.19 for 1.79 Mil shares. Based on historical transaction data and JPHY's current price of $50.57, JPMorgan SmartRetirement Blend 2025 Fund's estimated gain on his JPHY holdings is $-4.07 Mil, reflecting a -3.62% gain to date.
JPMorgan SmartRetirement Blend 2025 Fund JPHY ($50.57) Holding Chart
JPMorgan SmartRetirement Blend 2025 Fund JPHY ($50.57) 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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