JPMORGAN SMARTRETIREMENT BLEND 2030 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
$29.29
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
56,699
Total reported value
$1,660,726
% of total 13F portfolios
0%
Share change
+1,779
Value change
+$52,107
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 56,699 shares of JPMORGAN SMARTRETIREMENT BLEND 2030 R6 - Mutual Fund.

Institutional Holders of JPMORGAN SMARTRETIREMENT BLEND 2030 R6 - Mutual Fund across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 56,699 $1,660,726 +$52,107 $29.29 1
2025 Q2 54,920 $1,530,060 +$1,028,138 $27.86 1
2025 Q1 18,016 $470,396 -$857,580 $26.11 1
2024 Q4 50,861 $1,318,826 +$34,098 $25.93 1
2024 Q3 49,546 $1,350,636 +$26,960 $27.26 1
2024 Q2 48,557 $1,245,955 +$1,245,953 $25.66 1