As of 30 Sep 2025, 1 institutional investors reported holding 105,297 shares of JPMORGAN SMARTRETIREMENT BLEND 2040 R6 - Mutual Fund.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 105,297 | $3,785,418 | +$138,227 | $35.95 | 1 |
| 2025 Q2 | 101,452 | $3,430,103 | +$2,282,621 | $33.81 | 1 |
| 2025 Q1 | 33,939 | $1,055,839 | -$2,349,357 | $31.11 | 1 |
| 2024 Q4 | 109,457 | $3,408,470 | -$424,031 | $31.14 | 1 |
| 2024 Q3 | 123,074 | $3,997,446 | -$424,644 | $32.48 | 1 |
| 2024 Q2 | 136,148 | $4,152,511 | +$4,152,514 | $30.50 | 1 |
| 2024 Q1 | 0 | $0 | -$70,070 | $35.95 | 0 |
| 2023 Q4 | 24,075 | $70,071 | +$70,070 | $2.91 | 1 |