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JPMorgan SmartRetirement Blend 2060 Fund | JACSXMutual Fund | |
| JPMorgan Trust I | |
| Last update 2025-02-26 | 7 Stocks (0 new) |
| Value $230.00 Mil | Turnover 2 % |
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 | 2,432,447 | 138,892.7 | +3.22% | 60.500 | +1.89% | 2.920 | +7.46% | +18.37% | 5,443.5 | ||
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 327,638 | 31,528.5 | -12.78% | 13.730 | -1.82% | 1.760 | +3.59% | -0.65% | 1,860.4 | ||
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 510,642 | 26,047.8 | +0.57% | 11.350 | +0.06% | 2.900 | +6.45% | +11.71% | 999.7 | ||
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 226,810 | 15,450.9 | -13.82% | 6.730 | -0.98% | 3.040 | +4.48% | -4.64% | 547.9 | ||
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 114,250 | 10,698.4 | -4.25% | 4.660 | -0.21% | 1.170 | -1.40% | +0.66% | 904.7 | ||
JAGG | JAGG | 92,104 | 4,161.3 | -0.49% | 1.810 | -0.01% | - | -0.28% | +2.52% | 0 | ||
JPHY | J.P. Morgan Exchange-Traded Fund Trust | 60,315 | 2,779.3 | -1.09% | 1.210 | -0.01% | 0.300 | +0.54% | +2.77% | 0 |
JPMorgan SmartRetirement Blend 2060 Fund's Historical Top Holdings Breakdowns
JPMorgan SmartRetirement Blend 2060 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBIN | JPMorgan BetaBuilders International Equity ETF | 2024-12-31 | Add | +1.89% | 57.07 ($59.59) 62.44 | $67.37 | 13.06% | Add 3.22% | 2,432,447 | 75,971 | |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 2024-12-31 | Reduce | -1.82% | 93.27 ($98.61) 105 | $95.41 | -3.25% | Reduce -12.78% | 327,638 | -47,989 | |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 2024-12-31 | Reduce | -0.98% | 65.65 ($70.08) 74.88 | $64.84 | -7.48% | Reduce -13.82% | 226,810 | -36,372 | |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 2024-12-31 | Reduce | -0.21% | 92.26 ($98.54) 102.86 | $93.75 | -4.86% | Reduce -4.25% | 114,250 | -5,070 | |
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 2024-12-31 | Add | +0.06% | 51.01 ($53.71) 57.22 | $56.80 | 5.76% | Add 0.57% | 510,642 | 2,916 | |
JAGG | JAGG | 2024-12-31 | Reduce | -0.01% | 45.18 ($45.96) 47.18 | $47.25 | 2.81% | Reduce -0.49% | 92,104 | -455 | |
JPHY | J.P. Morgan Exchange-Traded Fund Trust | 2024-12-31 | Reduce | -0.01% | 46.08 ($46.7) 47.09 | $45.45 | -2.68% | Reduce -1.09% | 60,315 | -665 | |
BBIN | JPMorgan BetaBuilders International Equity ETF | 2024-09-30 | Add | +3.87% | 56.88 ($60.74) 63.65 | $67.37 | 10.92% | Add 6.94% | 2,356,476 | 153,011 | |
BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 2024-09-30 | Sold Out | -1.77% | 44.97 ($46.62) 47.64 | $45.30 | -2.83% | Sold Out | 0 | -85,843 | |
JAGG | JAGG | 2024-09-30 | New Buy | +1.76% | 44.97 ($46.62) 47.64 | $47.25 | 1.35% | New holding | 92,559 | 92,559 |
JPMorgan SmartRetirement Blend 2060 Fund Total Holding History ($B)
JPMorgan SmartRetirement Blend 2060 Fund's Asset Allocation
JPMorgan SmartRetirement Blend 2060 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 2060 Fund's Hypothetical Growth since 2024-12-31
JPMorgan SmartRetirement Blend 2060 Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JPMorgan SmartRetirement Blend 2060 Fund's Holdings Heat Map
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JPMorgan SmartRetirement Blend 2060 Fund's Holdings Bubble Chart
JPMorgan SmartRetirement Blend 2060 Fund News
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