Number of Shares
5.45 Mil
Current Holdings Value*
$347.29 Mil
% of Portfolio
36.26%
Total Estimate Gain
$150.30 Mil
% of Total Estimate Gain
28.64%

JPMorgan SmartRetirement 2030 Fund's JPMorgan International Research Enhanced Equity ETF Holding Summary

As of 2025-03-31, JPMorgan Trust I held 5.45 Mil shares of JPMorgan International Research Enhanced Equity ETF(JIRE), totaling $347.29 Mil. This investment constitutes 36.26% of their stock portfolio, and JPMorgan Trust I now holds 5.06% of the outstanding JPMorgan International Research Enhanced Equity ETF(JIRE) stock.

The initial trade took place in 2022Q2. And since then JPMorgan SmartRetirement 2030 Fund has made 3 purchases of JIRE, at an average price of $49.40, for a total of 10.62 Mil shares. In addition, there have been 7 sales at an average price of $56.91 for 5.17 Mil shares. Based on historical transaction data and JIRE's current price of $69.85, JPMorgan SmartRetirement 2030 Fund's estimated gain on his JIRE holdings is $150.30 Mil, reflecting a 28.64% gain to date.

JPMorgan SmartRetirement 2030 Fund JIRE ($69.85) Holding Chart

JPMorgan SmartRetirement 2030 Fund JIRE ($69.85) 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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