Number of Shares
12,377.00
Current Holdings Value*
$1.16 Mil
% of Portfolio
4.74%
Total Estimate Gain
$38,335.99
% of Total Estimate Gain
3.45%

JPMorgan SmartRetirement Blend 2065 Fund's JPMorgan BetaBuilders MSCI U.S. REIT ETF Holding Summary

As of 2025-03-31, JPMorgan SmartRetirement Blend 2065 Fund held 12,377.00 shares of JPMorgan BetaBuilders MSCI U.S. REIT ETF(BBRE), totaling $1.16 Mil. This investment constitutes 4.74% of their stock portfolio, and JPMorgan SmartRetirement Blend 2065 Fund now holds 0.13% of the outstanding JPMorgan BetaBuilders MSCI U.S. REIT ETF(BBRE) stock.

The initial trade took place in 2022Q4. And since then JPMorgan SmartRetirement Blend 2065 Fund has made 9 purchases of BBRE, at an average price of $89.65, for a total of 12,377.00 shares. Based on historical transaction data and BBRE's current price of $92.75, JPMorgan SmartRetirement Blend 2065 Fund's estimated gain on his BBRE holdings is $38,335.99, reflecting a 3.45% gain to date.

JPMorgan SmartRetirement Blend 2065 Fund BBRE ($92.75) Holding Chart

JPMorgan SmartRetirement Blend 2065 Fund BBRE ($92.75) 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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