JPMORGAN SMARTRETIREMENT BLEND 2040 R6 - Mutual Fund

Historical Holders from Q4 2023 to Q4 2024

CUSIP
46636U330
Type / Class
Equity / Mutual Fund
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
109K
Holdings value
$3.41M
% of all portfolios
0%
Grand Portfolio weight change
0%
Number of holders
1
Number of sells
-1
Average Value change %
0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of JPMORGAN SMARTRETIREMENT BLEND 2040 R6 - Mutual Fund

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q4 109K $3.41M -$424K $31.14 1
2024 Q3 123K $4M -$425K $32.48 1
2024 Q2 136K $4.15M +$4.15M $30.50 1
2024 Q1 0 $0 -$70.1K 0
2023 Q4 24.1K $70.1K +$70.1K $2.91 1