JPMORGAN SMARTRETIREMENT BLEND 2050 R6 - Mutual Fund

Historical Holders from Q2 2024 to Q2 2025

CUSIP: 46636U199
Type / Class: Equity / Mutual Fund
All holders as of June 30, 2025: Q2 2025
Total 13F shares, excl. options: 58.6K
Holdings value: $2.11M
% of all portfolios: 0%
Grand Portfolio weight change: +0%
Number of holders: 1
Number of buys: 1
Average Value change %: +0%
Average buys %: +0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Institutional Holders of JPMORGAN SMARTRETIREMENT BLEND 2050 R6 - Mutual Fund

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q2	58.6K	$2.11M	+$1.76M			$36.07	1
2025 Q1	9.76K	$321K	-$1.63M			$32.87	1
2024 Q4	59.3K	$1.96M	+$112K			$33.04	1
2024 Q3	55.9K	$1.92M	+$78.8K			$34.31	1
2024 Q2	53.6K	$1.72M	+$1.72M			$32.17	1