JPMorgan SmartRetirement Blend 2065 Fund MDY Holdings History
JPMorgan SmartRetirement Blend 2065 Fund's S&P MidCap 400 ETF Holding Summary
As of 2025-03-31, JPMorgan SmartRetirement Blend 2065 Fund held 6,207.00 shares of S&P MidCap 400 ETF(MDY), totaling $3.31 Mil. This investment constitutes 13.5% of their stock portfolio, and JPMorgan SmartRetirement Blend 2065 Fund now holds 0.02% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2023Q1. And since then JPMorgan SmartRetirement Blend 2065 Fund has made 9 purchases of MDY, at an average price of $527.77, for a total of 6,207.00 shares. Based on historical transaction data and MDY's current price of $579.45, JPMorgan SmartRetirement Blend 2065 Fund's estimated gain on his MDY holdings is $320,762.28, reflecting a 9.79% gain to date.
JPMorgan SmartRetirement Blend 2065 Fund MDY ($579.45) Holding Chart
JPMorgan SmartRetirement Blend 2065 Fund MDY ($579.45) 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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