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JPMorgan SmartRetirement Blend 2025 Fund | JBASXMutual Fund | |
| JPMorgan SmartRetirement Blend 2025 Fund | |
| Last update 2025-02-26 | 8 Stocks (0 new) |
| Value $556.00 Mil | Turnover 0 % |
JPMorgan SmartRetirement Blend... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBIN | JPMorgan BetaBuilders International Equity ETF | 3,869,982 | 220,976.0 | +1.03% | 39.770 | +0.41% | 4.640 | +7.46% | +18.37% | 5,443.5 | ||
JCPI | JPMorgan Inflation Managed Bond ETF | 1,716,867 | 80,349.4 | -3.60% | 14.460 | -0.51% | 12.010 | +0.71% | +3.02% | 692.1 | ||
JAGG | JAGG | 1,762,703 | 79,638.9 | -2.70% | 14.330 | -0.38% | - | -0.28% | +2.52% | 0 | ||
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 621,225 | 59,780.4 | -10.47% | 10.760 | -1.13% | 3.340 | +3.42% | -0.81% | 1,857.4 | ||
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 813,739 | 41,508.8 | -1.87% | 7.470 | -0.14% | 4.620 | +6.30% | +11.55% | 998.3 | ||
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 476,337 | 32,449.4 | -15.15% | 5.840 | -0.94% | 6.390 | +4.25% | -4.86% | 546.6 | ||
JPHY | J.P. Morgan Exchange-Traded Fund Trust | 522,424 | 24,073.3 | -3.94% | 4.330 | -0.17% | 2.600 | +0.54% | +2.77% | 0 | ||
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 180,378 | 16,890.6 | -7.15% | 3.040 | -0.23% | 1.850 | -1.80% | +0.25% | 901.0 |
JPMorgan SmartRetirement Blend 2025 Fund's Historical Top Holdings Breakdowns
JPMorgan SmartRetirement Blend 2025 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 2024-12-31 | Reduce | -1.13% | 93.27 ($98.61) 105 | $95.25 | -3.41% | Reduce -10.47% | 621,225 | -72,680 | |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 2024-12-31 | Reduce | -0.94% | 65.65 ($70.08) 74.88 | $64.69 | -7.69% | Reduce -15.15% | 476,337 | -85,073 | |
JCPI | JPMorgan Inflation Managed Bond ETF | 2024-12-31 | Reduce | -0.51% | 46.67 ($47.23) 47.98 | $47.43 | 0.41% | Reduce -3.6% | 1,716,867 | -64,168 | |
BBIN | JPMorgan BetaBuilders International Equity ETF | 2024-12-31 | Add | +0.41% | 57.07 ($59.59) 62.44 | $67.37 | 13.06% | Add 1.03% | 3,869,982 | 39,634 | |
JAGG | JAGG | 2024-12-31 | Reduce | -0.38% | 45.18 ($45.96) 47.18 | $47.25 | 2.81% | Reduce -2.7% | 1,762,703 | -48,946 | |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 2024-12-31 | Reduce | -0.23% | 92.26 ($98.54) 102.86 | $93.37 | -5.25% | Reduce -7.15% | 180,378 | -13,898 | |
JPHY | J.P. Morgan Exchange-Traded Fund Trust | 2024-12-31 | Reduce | -0.17% | 46.08 ($46.7) 47.09 | $45.45 | -2.68% | Reduce -3.94% | 522,424 | -21,444 | |
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 2024-12-31 | Reduce | -0.14% | 51.01 ($53.71) 57.22 | $56.72 | 5.60% | Reduce -1.87% | 813,739 | -15,471 | |
BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 2024-09-30 | Sold Out | -14.33% | 44.97 ($46.62) 47.64 | $45.33 | -2.77% | Sold Out | 0 | -1,704,098 | |
JAGG | JAGG | 2024-09-30 | New Buy | +14.11% | 44.97 ($46.62) 47.64 | $47.25 | 1.35% | New holding | 1,811,649 | 1,811,649 |
JPMorgan SmartRetirement Blend 2025 Fund Total Holding History ($B)
JPMorgan SmartRetirement Blend 2025 Fund's Asset Allocation
JPMorgan SmartRetirement Blend 2025 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 2025 Fund's Hypothetical Growth since 2024-12-31
JPMorgan SmartRetirement Blend 2025 Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JPMorgan SmartRetirement Blend 2025 Fund's Holdings Heat Map
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JPMorgan SmartRetirement Blend 2025 Fund's Holdings Bubble Chart
JPMorgan SmartRetirement Blend 2025 Fund News
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