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JPMorgan SmartRetirement Blend 2015 Fund | JTQBXMutual Fund | |
| JPMorgan SmartRetirement Blend 2015 Fund | |
| Last update 2023-12-28 | 8 Stocks (0 new) |
| Value $7.00 Mil | Turnover 7 % |
JPMorgan SmartRetirement Blend... Top Holdings of 2023-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGG | JAGG | 68,189 | 3,016.0 | +18.77% | 40.940 | +6.47% | - | +1.14% | +2.95% | 0 | ||
BBIN |
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
| 41,078 | 2,140.2 | -4.38% | 29.050 | -1.39% | 0.060 | +12.67% | +23.27% | 5,711.8 | ||
JCPI | JPMorgan Inflation Managed Bond ETF | 16,389 | 740.8 | 0% | 10.060 | 0% | 0.110 | +2.02% | +4.89% | 736.1 | ||
MDY | S&P MidCap 400 ETF | 1,230 | 561.7 | -6.04% | 7.620 | -0.51% | 0.000 | +15.90% | +3.83% | 23,457.2 | ||
IWM | iShares Russell 2000 ETF | 2,517 | 444.9 | -11.87% | 6.040 | -0.86% | 0.000 | +19.48% | +3.10% | 65,690.6 | ||
BBEM |
JPMorgan BetaBuilders Emerging Markets Equity ETF
JPMorgan BetaBuilders Emerging Markets Equity ETF
| 6,346 | 294.1 | 0% | 3.990 | 0% | - | +16.87% | +19.54% | 1,060.6 | ||
BBRE |
JPMorgan BetaBuilders MSCI U.S. REIT ETF
JPMorgan BetaBuilders MSCI U.S. REIT ETF
| 2,051 | 159.5 | 0% | 2.170 | 0% | 0.020 | +5.54% | +2.20% | 937.3 | ||
JPHY |
J.P. Morgan Exchange-Traded Fund Trust
J.P. Morgan Exchange-Traded Fund Trust
| 218 | 9.6 | +37.97% | 0.130 | +0.04% | 0.000 | +13.39% | +13.65% | 2,051.7 |
JPMorgan SmartRetirement Blend 2015 Fund's Historical Top Holdings Breakdowns
JPMorgan SmartRetirement Blend 2015 Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAGG | JAGG | 2023-09-30 | Add Add | +6.47% | 44.16 ($45.34) 46.37 | $47.25 | 4.21% | Add 18.77% | 68,189 | 10,777 | |
BBIN |
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
| 2023-09-30 | Reduce Reduce | -1.39% | 51.82 ($54.29) 56.42 | $69.15 | 27.37% | Reduce -4.38% | 41,078 | -1,880 | |
IWM | iShares Russell 2000 ETF | 2023-09-30 | Reduce Reduce | -0.86% | 174.36 ($187.73) 198.71 | $226.68 | 20.75% | Reduce -11.87% | 2,517 | -339 | |
MDY | S&P MidCap 400 ETF | 2023-09-30 | Reduce Reduce | -0.51% | 450.89 ($479.22) 498.33 | $588.03 | 22.71% | Reduce -6.04% | 1,230 | -79 | |
JPHY |
J.P. Morgan Exchange-Traded Fund Trust
J.P. Morgan Exchange-Traded Fund Trust
| 2023-09-30 | Add Add | +0.04% | 43.75 ($44.42) 44.94 | $50.66 | 14.06% | Add 37.97% | 218 | 60 |
JPMorgan SmartRetirement Blend 2015 Fund Total Holding History ($B)
JPMorgan SmartRetirement Blend 2015 Fund's Asset Allocation
JPMorgan SmartRetirement Blend 2015 Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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JPMorgan SmartRetirement Blend 2015 Fund's Hypothetical Growth since 2023-09-30
JPMorgan SmartRetirement Blend 2015 Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JPMorgan SmartRetirement Blend 2015 Fund's Holdings Heat Map
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JPMorgan SmartRetirement Blend 2015 Fund's Holdings Bubble Chart
JPMorgan SmartRetirement Blend 2015 Fund News
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