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JPMorgan SmartRetirement 2040 Fund | SMTAXMutual Fund | |
| JPMorgan Trust I | |
| Last update 2025-02-26 | 7 Stocks (0 new) |
| Value $1.06 Bil | Turnover 4 % |
JPMorgan SmartRetirement 2040 ... Top Holdings of 2024-12-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIRE | JPMorgan International Research Enhanced Equity ETF | 7,489,176 | 438,191.7 | +9.39% | 41.350 | +3.55% | 6.840 | +6.30% | +19.11% | 7,322.9 | ||
JGLO | JPMorgan Global Select Equity ETF | 5,201,054 | 312,271.3 | +1.48% | 29.470 | +0.43% | 4.820 | +0.63% | +2.98% | 6,707.0 | ||
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1,326,622 | 127,660.6 | -9.89% | 12.050 | -1.24% | 7.140 | +0.49% | -1.81% | 1,838.7 | ||
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 2,821,315 | 105,545.4 | +2.03% | 9.960 | +0.20% | 10.040 | +5.59% | +10.56% | 1,162.2 | ||
JPRE | JPMorgan Realty Income ETF | 933,125 | 44,118.2 | -3.09% | 4.160 | -0.14% | 10.730 | -3.96% | +1.40% | 421.1 | ||
JPHY | J.P. Morgan Exchange-Traded Fund Trust | 372,300 | 17,155.6 | +1.22% | 1.620 | +0.02% | 1.850 | +0.54% | +2.77% | 0 | ||
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 156,421 | 14,647.3 | -2.84% | 1.380 | -0.04% | 1.610 | -4.93% | -0.27% | 896.3 |
JPMorgan SmartRetirement 2040 Fund's Historical Top Holdings Breakdowns
JPMorgan SmartRetirement 2040 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JIRE | JPMorgan International Research Enhanced Equity ETF | 2024-12-31 | Add | +3.55% | 58.46 ($62.41) 65.45 | $69.69 | 11.66% | Add 9.39% | 7,489,176 | 642,955 | |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 2024-12-31 | Reduce | -1.24% | 93.27 ($98.61) 105 | $94.29 | -4.38% | Reduce -9.89% | 1,326,622 | -145,613 | |
JGLO | JPMorgan Global Select Equity ETF | 2024-12-31 | Add | +0.43% | 60.04 ($62.61) 63.96 | $61.83 | -1.25% | Add 1.48% | 5,201,054 | 75,691 | |
JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | 2024-12-31 | Add | +0.20% | 37.41 ($39.48) 42.14 | $41.36 | 4.76% | Add 2.03% | 2,821,315 | 56,200 | |
JPRE | JPMorgan Realty Income ETF | 2024-12-31 | Reduce | -0.14% | 46.45 ($49.69) 51.64 | $47.73 | -3.94% | Reduce -3.09% | 933,125 | -29,781 | |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 2024-12-31 | Reduce | -0.04% | 92.26 ($98.54) 102.86 | $92.89 | -5.74% | Reduce -2.84% | 156,421 | -4,579 | |
JPHY | J.P. Morgan Exchange-Traded Fund Trust | 2024-12-31 | Add | +0.02% | 46.08 ($46.7) 47.09 | $45.45 | -2.68% | Add 1.22% | 372,300 | 4,497 | |
JPHY | J.P. Morgan Exchange-Traded Fund Trust | 2024-09-30 | New Buy | +1.57% | 45.43 ($46.49) 47.36 | $45.45 | -2.24% | New holding | 367,803 | 367,803 | |
BBHY | JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | 2024-09-30 | Sold Out | -1.57% | 45.43 ($46.49) 47.36 | $45.86 | -1.36% | Sold Out | 0 | -358,879 | |
JPRE | JPMorgan Realty Income ETF | 2024-09-30 | Reduce | -0.39% | 43.9 ($48.27) 51.94 | $47.73 | -1.12% | Reduce -8.77% | 962,906 | -92,572 |
JPMorgan SmartRetirement 2040 Fund Total Holding History ($B)
JPMorgan SmartRetirement 2040 Fund's Asset Allocation
JPMorgan SmartRetirement 2040 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 2040 Fund's Hypothetical Growth since 2024-12-31
JPMorgan SmartRetirement 2040 Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JPMorgan SmartRetirement 2040 Fund's Holdings Heat Map
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JPMorgan SmartRetirement 2040 Fund's Holdings Bubble Chart
JPMorgan SmartRetirement 2040 Fund News
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