JPMorgan SmartRetirement Blend Income Fund BBMC Holdings History
JPMorgan SmartRetirement Blend Income Fund's JPMorgan BetaBuilders U.S. Mid Cap Equity ETF Holding Summary
As of 2025-03-31, JPMorgan SmartRetirement Blend Income Fund held 211,695.00 shares of JPMorgan BetaBuilders U.S. Mid Cap Equity ETF(BBMC), totaling $19.08 Mil. This investment constitutes 9.7% of their stock portfolio, and JPMorgan SmartRetirement Blend Income Fund now holds 1.03% of the outstanding JPMorgan BetaBuilders U.S. Mid Cap Equity ETF(BBMC) stock.
The initial trade took place in 2020Q4. And since then JPMorgan SmartRetirement Blend Income Fund has made 9 purchases of BBMC, at an average price of $75.27, for a total of 351,839.00 shares. In addition, there have been 7 sales at an average price of $86.05 for 140,144.00 shares. Based on historical transaction data and BBMC's current price of $98.71, JPMorgan SmartRetirement Blend Income Fund's estimated gain on his BBMC holdings is $6.47 Mil, reflecting a 24.44% gain to date.
JPMorgan SmartRetirement Blend Income Fund BBMC ($98.71) Holding Chart
JPMorgan SmartRetirement Blend Income Fund BBMC ($98.71) 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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