Number of Shares
6,207.00
Current Holdings Value*
$3.31 Mil
% of Portfolio
13.5%
Total Estimate Gain
$330,748.10
% of Total Estimate Gain
10.10%

JPMorgan SmartRetirement Blend 2065 Fund's S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, JPMorgan SmartRetirement Blend 2065 Fund held 6,207.00 shares of S&P MidCap 400 ETF(MDY), totaling $3.31 Mil. This investment constitutes 13.5% of their stock portfolio, and JPMorgan SmartRetirement Blend 2065 Fund now holds 0.02% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2023Q1. And since then JPMorgan SmartRetirement Blend 2065 Fund has made 9 purchases of MDY, at an average price of $527.77, for a total of 6,207.00 shares. Based on historical transaction data and MDY's current price of $581.06, JPMorgan SmartRetirement Blend 2065 Fund's estimated gain on his MDY holdings is $330,748.10, reflecting a 10.10% gain to date.

JPMorgan SmartRetirement Blend 2065 Fund MDY ($581.06) Holding Chart

JPMorgan SmartRetirement Blend 2065 Fund MDY ($581.06) 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 %

Top Ranked Articles

  • 1