JPMorgan SmartRetirement Blend 2065 Fund IWM Holdings History
JPMorgan SmartRetirement Blend 2065 Fund's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, JPMorgan SmartRetirement Blend 2065 Fund held 8,409.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.68 Mil. This investment constitutes 6.84% of their stock portfolio, and JPMorgan SmartRetirement Blend 2065 Fund now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q4. And since then JPMorgan SmartRetirement Blend 2065 Fund has made 8 purchases of IWM, at an average price of $199.72, for a total of 9,590.00 shares. In addition, there have been 1 sales at an average price of $199.48 for 1,181.00 shares. Based on historical transaction data and IWM's current price of $223.08, JPMorgan SmartRetirement Blend 2065 Fund's estimated gain on his IWM holdings is $196,168.49, reflecting a 10.24% gain to date.
JPMorgan SmartRetirement Blend 2065 Fund IWM ($223.08) Holding Chart
JPMorgan SmartRetirement Blend 2065 Fund IWM ($223.08) 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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