Number of Shares
94,777.00
Current Holdings Value*
$4.37 Mil
% of Portfolio
1.77%
Total Estimate Gain
$-151,502.76
% of Total Estimate Gain
-1.88%

JPMorgan SmartRetirement Blend 2060 Fund's JAGG Holding Summary

As of 2025-03-31, JPMorgan Trust I held 94,777.00 shares of JAGG(JAGG), totaling $4.37 Mil. This investment constitutes 1.77% of their stock portfolio, and JPMorgan Trust I now holds -% of the outstanding JAGG(JAGG) stock.

The initial trade took place in 2021Q2. And since then JPMorgan SmartRetirement Blend 2060 Fund has made 7 purchases of JAGG, at an average price of $47.12, for a total of 170,741.00 shares. In addition, there have been 3 sales at an average price of $44.96 for 75,964.00 shares. Based on historical transaction data and JAGG's current price of $47.25, JPMorgan SmartRetirement Blend 2060 Fund's estimated gain on his JAGG holdings is $-151,502.76, reflecting a -1.88% gain to date.

JPMorgan SmartRetirement Blend 2060 Fund JAGG ($47.25) Holding Chart

JPMorgan SmartRetirement Blend 2060 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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