JPMORGAN SMARTRETIREMENT BLEND 2055 R6 - Mutual Fund Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2024 to Q3 2025

Type / Class
Equity / Mutual Fund
Price per share
$38.33
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
47,277
Total reported value
$1,812,109
% of total 13F portfolios
0%
Share change
+157
Value change
+$6,018
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 1 institutional investors reported holding 47,277 shares of JPMORGAN SMARTRETIREMENT BLEND 2055 R6 - Mutual Fund.

Institutional Holders of JPMORGAN SMARTRETIREMENT BLEND 2055 R6 - Mutual Fund across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 47,277 $1,812,109 +$6,018 $38.33 1
2025 Q2 47,120 $1,688,792 +$1,688,790 $35.84 1
2025 Q1 0 $0 -$1,349,781 $38.33 0
2024 Q4 41,102 $1,349,780 +$81,771 $32.84 1
2024 Q3 38,612 $1,317,042 +$74,018 $34.11 1
2024 Q2 36,442 $1,165,778 +$1,165,780 $31.99 1