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JPMorgan SmartRetirement Blend 2065 Fund | JSBSXMutual Fund | |
| JPMorgan SmartRetirement Blend 2065 Fund | |
| Last update 2025-02-26 | 7 Stocks (0 new) |
| Value $19.00 Mil | Turnover 20 % |
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 | 199,847 | 11,411.3 | +33.24% | 61.000 | +15.22% | 0.240 | +7.46% | +18.37% | 5,443.5 | ||
MDY | S&P MidCap 400 ETF | 4,206 | 2,395.7 | +1.13% | 12.810 | +0.14% | 0.010 | +3.20% | -1.73% | 22,343.6 | ||
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 41,954 | 2,140.1 | +27.81% | 11.440 | +2.49% | 0.240 | +6.45% | +11.71% | 999.7 | ||
IWM | iShares Russell 2000 ETF | 5,929 | 1,310.1 | +7.86% | 7.000 | +0.51% | 0.000 | +3.46% | -3.89% | 64,089.4 | ||
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 9,387 | 879.0 | +24.36% | 4.700 | +0.92% | 0.100 | -1.40% | +0.66% | 904.7 | ||
JAGG | JAGG | 7,623 | 344.4 | +37.33% | 1.840 | +0.50% | - | -0.28% | +2.52% | 0 | ||
JPHY | J.P. Morgan Exchange-Traded Fund Trust | 4,949 | 228.1 | +35.63% | 1.220 | +0.32% | 0.020 | +0.54% | +2.77% | 0 |
JPMorgan SmartRetirement Blend 2065 Fund's Historical Top Holdings Breakdowns
JPMorgan SmartRetirement Blend 2065 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 | +15.22% | 57.07 ($59.59) 62.44 | $67.37 | 13.06% | Add 33.24% | 199,847 | 49,860 | |
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 2024-12-31 | Add | +2.49% | 51.01 ($53.71) 57.22 | $56.80 | 5.76% | Add 27.81% | 41,954 | 9,128 | |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 2024-12-31 | Add | +0.92% | 92.26 ($98.54) 102.86 | $93.75 | -4.86% | Add 24.36% | 9,387 | 1,839 | |
IWM | iShares Russell 2000 ETF | 2024-12-31 | Add | +0.51% | 216.13 ($228.17) 242.4 | $211.90 | -7.13% | Add 7.86% | 5,929 | 432 | |
JAGG | JAGG | 2024-12-31 | Add | +0.50% | 45.18 ($45.96) 47.18 | $47.25 | 2.81% | Add 37.33% | 7,623 | 2,072 | |
JPHY | J.P. Morgan Exchange-Traded Fund Trust | 2024-12-31 | Add | +0.32% | 46.08 ($46.7) 47.09 | $45.45 | -2.68% | Add 35.63% | 4,949 | 1,300 | |
MDY | S&P MidCap 400 ETF | 2024-12-31 | Add | +0.14% | 563.98 ($586.49) 620.12 | $558.36 | -4.80% | Add 1.13% | 4,206 | 47 | |
BBIN | JPMorgan BetaBuilders International Equity ETF | 2024-09-30 | Add | +13.47% | 56.88 ($60.74) 63.65 | $67.37 | 10.92% | Add 29.66% | 149,987 | 34,313 | |
MDY | S&P MidCap 400 ETF | 2024-09-30 | Add | +3.87% | 523.84 ($550.93) 572.06 | $558.36 | 1.35% | Add 35.52% | 4,159 | 1,090 | |
BBEM | JPMorgan BetaBuilders Emerging Markets Equity ETF | 2024-09-30 | Add | +2.62% | 49.95 ($53) 56.61 | $56.80 | 7.17% | Add 29.99% | 32,826 | 7,573 |
JPMorgan SmartRetirement Blend 2065 Fund Total Holding History ($B)
JPMorgan SmartRetirement Blend 2065 Fund's Asset Allocation
JPMorgan SmartRetirement Blend 2065 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 2065 Fund's Hypothetical Growth since 2024-12-31
JPMorgan SmartRetirement Blend 2065 Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JPMorgan SmartRetirement Blend 2065 Fund's Holdings Heat Map
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JPMorgan SmartRetirement Blend 2065 Fund's Holdings Bubble Chart
JPMorgan SmartRetirement Blend 2065 Fund News
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