JPMorgan Access Balanced Fund IEF Holdings History
JPMorgan Access Balanced Fund's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2024-03-31, JPMorgan Trust I held 33,225.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $3.15 Mil. This investment constitutes 1.5% of their stock portfolio, and JPMorgan Trust I now holds -% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2021Q1. And since then JPMorgan Access Balanced Fund has made 4 purchases of IEF, at an average price of $108.63, for a total of 187,800.00 shares. In addition, there have been 4 sales at an average price of $99.73 for 154,575.00 shares. Based on historical transaction data and IEF's current price of $95.00, JPMorgan Access Balanced Fund's estimated gain on his IEF holdings is $-1.83 Mil, reflecting a -8.97% gain to date.
JPMorgan Access Balanced Fund IEF ($95.00) Holding Chart
JPMorgan Access Balanced Fund IEF ($95.00) 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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