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JPMorgan SmartRetirement 2020 Fund | JTTAX

Mutual Fund
JPMorgan Trust I
Last update 2024-08-28 8 Stocks (0 new)
Value $272.00 Mil Turnover 0 %
Countries:
Top Holdings: JIRE(25.65%)JCPI(23.37%)JGLO(19.32%)BBMC(12.95%)JEMA(8.78%)
Portfolio Report
Summary Stock Picks Current Portfolio
JPMorgan SmartRetirement 2020 ... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JIRE 		JPMorgan International Research Enhanced Equity ETF
1,114,411
69762.130
-9.88%
25.650
-2.64%
-
+5.13%
+8.38%
6617.630
 
JCPI 		JPMorgan Inflation Managed Bond ETF
1,361,235
63560.690
-6.75%
23.370
-1.59%
-
-0.99%
+0.97%
661.817
 
JGLO 		JPMorgan Global Select Equity ETF
870,145
52556.760
-5.64%
19.320
-1.03%
-
+9.49%
+19.34%
4946.809
 
BBMC 		JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
400,058
35213.110
-1.42%
12.950
-0.18%
-
+12.19%
+13.38%
1795.881
 
JEMA 		JPMorgan ActiveBuilders Emerging Markets Equity ETF
625,509
23878.810
-9.38%
8.780
-0.82%
-
+12.12%
+11.25%
1080.804
 
BBHY 		JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
365,180
16703.330
-5.95%
6.140
-0.37%
-
+1.93%
+1.42%
1221.298
 
JPRE 		JPMorgan Realty Income ETF
176,151
7768.260
-5.31%
2.860
-0.15%
-
+7.83%
+11.62%
389.252
 
BBRE 		JPMorgan BetaBuilders MSCI U.S. REIT ETF
29,356
2575.110
-5.09%
0.950
-0.05%
-
+8.79%
+11.07%
960.147
 

JPMorgan SmartRetirement 2020 Fund's Historical Top Holdings Breakdowns

JPMorgan SmartRetirement 2020 Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-06-30Reduce
-2.64%
●
59.87 ($62.5) 64.55
$63.34
1.34%
Reduce -9.88%
1,114,411
-122,230
JCPI 		JPMorgan Inflation Managed Bond ETF2024-06-30Reduce
-1.59%
●
45.89 ($46.4) 46.76
$46.96
1.21%
Reduce -6.75%
1,361,235
-98,501
JGLO 		JPMorgan Global Select Equity ETF2024-06-30Reduce
-1.03%
●
55.2 ($58.09) 60.54
$62.44
7.49%
Reduce -5.64%
870,145
-52,043
JEMA 		JPMorgan ActiveBuilders Emerging Markets Equity ETF2024-06-30Reduce
-0.82%
●
35.48 ($37.35) 38.83
$40.33
7.97%
Reduce -9.38%
625,509
-64,745
BBHY 		JPMorgan BetaBuilders USD High Yield Corporate Bond ETF2024-06-30Reduce
-0.37%
●
44.99 ($45.62) 45.95
$46.57
2.08%
Reduce -5.95%
365,180
-23,092
BBMC 		JPMorgan BetaBuilders U.S. Mid Cap Equity ETF2024-06-30Reduce
-0.18%
●
85.26 ($88.49) 91.89
$96.04
8.53%
Reduce -1.42%
400,058
-5,775
JPRE 		JPMorgan Realty Income ETF2024-06-30Reduce
-0.15%
●
40.42 ($42.71) 44.21
$50.24
17.63%
Reduce -5.31%
176,151
-9,869
BBRE 		JPMorgan BetaBuilders MSCI U.S. REIT ETF2024-06-30Reduce
-0.05%
●
81.03 ($85.22) 88.08
$99.24
16.45%
Reduce -5.09%
29,356
-1,573
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-03-31Reduce
-12.36%
●
56.8 ($59.79) 62.88
$63.34
5.94%
Reduce -32.23%
1,236,641
-588,222
JGLO 		JPMorgan Global Select Equity ETF2024-03-31Add
+6.74%
●
51.24 ($54.92) 58.08
$62.44
13.69%
Add 58.69%
922,188
341,064

JPMorgan SmartRetirement 2020 Fund Total Holding History ($B)

To

JPMorgan SmartRetirement 2020 Fund's Asset Allocation

To

JPMorgan SmartRetirement 2020 Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JPMorgan SmartRetirement 2020 Fund's Hypothetical Growth since 2024-06-30

JPMorgan SmartRetirement 2020 Fund's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan SmartRetirement 2020 Fund's Holdings Heat Map

Size field:

JPMorgan SmartRetirement 2020 Fund's Holdings Bubble Chart

JPMorgan SmartRetirement 2020 Fund News

  • 1

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