JPMorgan SmartRetirement Blend 2060 Fund JPHY Holdings History
JPMorgan SmartRetirement Blend 2060 Fund's JPMorgan Active High Yield ETF Holding Summary
As of 2025-03-31, JPMorgan Trust I held 61,445.00 shares of JPMorgan Active High Yield ETF(JPHY), totaling $2.83 Mil. This investment constitutes 1.15% of their stock portfolio, and JPMorgan Trust I now holds 0.63% of the outstanding JPMorgan Active High Yield ETF(JPHY) stock.
The initial trade took place in 2021Q1. And since then JPMorgan SmartRetirement Blend 2060 Fund has made 7 purchases of JPHY, at an average price of $48.60, for a total of 167,991.00 shares. In addition, there have been 4 sales at an average price of $45.96 for 106,546.00 shares. Based on historical transaction data and JPHY's current price of $50.56, JPMorgan SmartRetirement Blend 2060 Fund's estimated gain on his JPHY holdings is $-161,995.62, reflecting a -1.98% gain to date.
JPMorgan SmartRetirement Blend 2060 Fund JPHY ($50.56) Holding Chart
JPMorgan SmartRetirement Blend 2060 Fund JPHY ($50.56) 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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