JPMorgan SmartRetirement Blend Income Fund BBSC Holdings History
JPMorgan SmartRetirement Blend Income Fund's JPMorgan BetaBuilders U.S. Small Cap Equity ETF Holding Summary
As of 2025-03-31, JPMorgan SmartRetirement Blend Income Fund held 173,119.00 shares of JPMorgan BetaBuilders U.S. Small Cap Equity ETF(BBSC), totaling $10.48 Mil. This investment constitutes 5.32% of their stock portfolio, and JPMorgan SmartRetirement Blend Income Fund now holds 1.95% of the outstanding JPMorgan BetaBuilders U.S. Small Cap Equity ETF(BBSC) stock.
The initial trade took place in 2021Q1. And since then JPMorgan SmartRetirement Blend Income Fund has made 8 purchases of BBSC, at an average price of $60.04, for a total of 374,496.00 shares. In addition, there have been 6 sales at an average price of $60.58 for 201,377.00 shares. Based on historical transaction data and BBSC's current price of $65.31, JPMorgan SmartRetirement Blend Income Fund's estimated gain on his BBSC holdings is $1.02 Mil, reflecting a 4.55% gain to date.
JPMorgan SmartRetirement Blend Income Fund BBSC ($65.31) Holding Chart
JPMorgan SmartRetirement Blend Income Fund BBSC ($65.31) 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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