JPMORGAN SMARTRETIREMENT BLEND 2045 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
$38.18
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
155,562
Total reported value
$5,939,340
% of total 13F portfolios
0%
Share change
+5,848
Value change
+$223,276
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 155,562 shares of JPMORGAN SMARTRETIREMENT BLEND 2045 R6 - Mutual Fund.

Institutional Holders of JPMORGAN SMARTRETIREMENT BLEND 2045 R6 - Mutual Fund across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 155,562 $5,939,340 +$223,276 $38.18 1
2025 Q2 149,714 $5,355,265 +$5,355,270 $35.77 1
2025 Q1 0 $0 -$4,612,633 $38.18 0
2024 Q4 140,415 $4,612,630 -$132,845 $32.85 1
2024 Q3 144,459 $4,934,727 +$123,865 $34.16 1
2024 Q2 140,833 $4,513,689 +$4,513,684 $32.05 1