JS

JPMorgan SmartRetirement Blend 2065 Fund | JSBSX

Mutual Fund
JPMorgan SmartRetirement Blend 2065 Fund
Last update 2025-06-24 7 Stocks (0 new)
Value $25.00 Mil Turnover 21 %
Countries:
Top Holdings: BBIN(60.59%)MDY(13.50%)BBEM(11.57%)IWM(6.84%)BBRE(4.74%)
Summary Stock Picks Current Portfolio
JPMorgan SmartRetirement Blend... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BBIN
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
241,602
14,859.7
+20.89%
60.590
+10.47%
0.300
+11.05%
+21.10%
5,711.8
 
MDY
S&P MidCap 400 ETF
6,207
3,311.3
+47.57%
13.500
+4.35%
0.020
+15.52%
+3.24%
23,457.2
 
BBEM
JPMorgan BetaBuilders Emerging Markets Equity ETF
JPMorgan BetaBuilders Emerging Markets Equity ETF
53,908
2,838.8
+28.49%
11.570
+2.57%
0.310
+15.86%
+18.13%
1,060.6
 
IWM
iShares Russell 2000 ETF
8,409
1,677.5
+41.83%
6.840
+2.02%
0.000
+19.15%
+2.59%
65,690.6
 
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF
JPMorgan BetaBuilders MSCI U.S. REIT ETF
12,377
1,163.6
+31.85%
4.740
+1.15%
0.130
+4.71%
+0.85%
937.3
 
JAGG
JAGG
8,852
408.2
+16.12%
1.660
+0.23%
-
+1.14%
+2.95%
0
 
JPHY
J.P. Morgan Exchange-Traded Fund Trust
J.P. Morgan Exchange-Traded Fund Trust
5,815
267.8
+17.50%
1.090
+0.16%
0.060
+11.89%
+9.95%
2,051.7
 

JPMorgan SmartRetirement Blend 2065 Fund's Historical Top Holdings Breakdowns

JPMorgan SmartRetirement Blend 2065 Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BBIN
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
2025-03-31
Add
Add
+10.47%
â—Ź
56.44 ($60.79) 64.13
$69.15
13.75%
Add 20.89%
241,602
41,755
MDY
S&P MidCap 400 ETF
2025-03-31
Add
Add
+4.35%
â—Ź
522.96 ($567.65) 601.18
$588.03
3.59%
Add 47.57%
6,207
2,001
BBEM
JPMorgan BetaBuilders Emerging Markets Equity ETF
JPMorgan BetaBuilders Emerging Markets Equity ETF
2025-03-31
Add
Add
+2.57%
â—Ź
49.83 ($52.68) 54.86
$60.26
14.39%
Add 28.49%
53,908
11,954
IWM
iShares Russell 2000 ETF
2025-03-31
Add
Add
+2.02%
â—Ź
198.1 ($216.92) 229.79
$226.68
4.50%
Add 41.83%
8,409
2,480
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF
JPMorgan BetaBuilders MSCI U.S. REIT ETF
2025-03-31
Add
Add
+1.15%
â—Ź
90.18 ($94.68) 98.47
$94.44
-0.25%
Add 31.85%
12,377
2,990
JAGG
JAGG
2025-03-31
Add
Add
+0.23%
â—Ź
44.67 ($45.58) 46.29
$47.25
3.66%
Add 16.12%
8,852
1,229
JPHY
J.P. Morgan Exchange-Traded Fund Trust
J.P. Morgan Exchange-Traded Fund Trust
2025-03-31
Add
Add
+0.16%
â—Ź
45.83 ($46.41) 46.85
$50.66
9.17%
Add 17.5%
5,815
866
BBIN
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
2024-12-31
Add
Add
+15.22%
â—Ź
57.07 ($59.59) 62.44
$69.15
16.04%
Add 33.24%
199,847
49,860
BBEM
JPMorgan BetaBuilders Emerging Markets Equity ETF
JPMorgan BetaBuilders Emerging Markets Equity ETF
2024-12-31
Add
Add
+2.49%
â—Ź
51.01 ($53.71) 57.22
$60.26
12.20%
Add 27.81%
41,954
9,128
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF
JPMorgan BetaBuilders MSCI U.S. REIT ETF
2024-12-31
Add
Add
+0.92%
â—Ź
92.26 ($98.54) 102.86
$94.44
-4.16%
Add 24.36%
9,387
1,839

JPMorgan SmartRetirement Blend 2065 Fund Total Holding History ($B)

To

JPMorgan SmartRetirement Blend 2065 Fund's Asset Allocation

To

JPMorgan SmartRetirement Blend 2065 Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JPMorgan SmartRetirement Blend 2065 Fund's Hypothetical Growth since 2025-03-31

JPMorgan SmartRetirement Blend 2065 Fund's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan SmartRetirement Blend 2065 Fund's Holdings Heat Map

Size field:

JPMorgan SmartRetirement Blend 2065 Fund's Holdings Bubble Chart

JPMorgan SmartRetirement Blend 2065 Fund News

  • 1

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