JS

JPMorgan SmartRetirement 2030 Fund | JSMAX

Mutual Fund
JPMorgan Trust I
Last update 2024-08-28 8 Stocks (0 new)
Value $969.00 Mil Turnover 0 %
Countries:
Top Holdings: JIRE(34.79%)JGLO(25.58%)BBMC(17.06%)JEMA(7.29%)JCPI(6.37%)
Portfolio Report
Summary Stock Picks Current Portfolio
JPMorgan SmartRetirement 2030 ... 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
5,386,294
337182.000
-4.53%
34.790
-1.60%
-
-0.57%
+4.88%
6412.644
 
JGLO 		JPMorgan Global Select Equity ETF
4,104,784
247928.950
-5.15%
25.580
-1.28%
-
+7.00%
+20.66%
5007.787
 
BBMC 		JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
1,878,725
165365.370
-2.46%
17.060
-0.44%
-
+16.80%
+19.85%
1949.065
 
JEMA 		JPMorgan ActiveBuilders Emerging Markets Equity ETF
1,850,442
70640.620
-5.49%
7.290
-0.39%
-
+3.11%
+7.03%
1047.600
 
JCPI 		JPMorgan Inflation Managed Bond ETF
1,322,455
61749.920
-2.59%
6.370
-0.16%
-
-0.72%
+0.92%
661.532
 
BBHY 		JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
822,436
37618.220
+0.35%
3.880
+0.01%
-
+1.28%
+1.63%
1204.086
 
JPRE 		JPMorgan Realty Income ETF
825,800
36417.780
-0.49%
3.760
-0.02%
-
+3.97%
+10.06%
383.830
 
BBRE 		JPMorgan BetaBuilders MSCI U.S. REIT ETF
139,620
12247.470
+0.96%
1.260
+0.01%
-
+5.39%
+10.33%
953.802
 

JPMorgan SmartRetirement 2030 Fund's Historical Top Holdings Breakdowns

JPMorgan SmartRetirement 2030 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
-1.60%
●
59.87 ($62.5) 64.55
$61.29
-1.94%
Reduce -4.53%
5,386,294
-255,757
JGLO 		JPMorgan Global Select Equity ETF2024-06-30Reduce
-1.28%
●
55.2 ($58.09) 60.54
$63.13
8.68%
Reduce -5.15%
4,104,784
-223,084
BBMC 		JPMorgan BetaBuilders U.S. Mid Cap Equity ETF2024-06-30Reduce
-0.44%
●
85.26 ($88.49) 91.89
$101.51
14.72%
Reduce -2.46%
1,878,725
-47,317
JEMA 		JPMorgan ActiveBuilders Emerging Markets Equity ETF2024-06-30Reduce
-0.39%
●
35.48 ($37.35) 38.83
$38.80
3.88%
Reduce -5.49%
1,850,442
-107,575
JCPI 		JPMorgan Inflation Managed Bond ETF2024-06-30Reduce
-0.16%
●
45.89 ($46.4) 46.76
$46.94
1.16%
Reduce -2.59%
1,322,455
-35,167
JPRE 		JPMorgan Realty Income ETF2024-06-30Reduce
-0.02%
●
40.42 ($42.71) 44.21
$49.54
15.99%
Reduce -0.49%
825,800
-4,067
BBHY 		JPMorgan BetaBuilders USD High Yield Corporate Bond ETF2024-06-30Add
+0.01%
●
44.99 ($45.62) 45.95
$46.67
2.30%
Add 0.35%
822,436
2,902
BBRE 		JPMorgan BetaBuilders MSCI U.S. REIT ETF2024-06-30Add
+0.01%
●
81.03 ($85.22) 88.08
$98.58
15.68%
Add 0.96%
139,620
1,323
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-03-31Reduce
-14.27%
●
56.8 ($59.79) 62.88
$61.29
2.51%
Reduce -29.35%
5,642,051
-2,344,335
JGLO 		JPMorgan Global Select Equity ETF2024-03-31Add
+10.18%
●
51.24 ($54.92) 58.08
$63.13
14.95%
Add 69.69%
4,327,868
1,777,382

JPMorgan SmartRetirement 2030 Fund Total Holding History ($B)

To

JPMorgan SmartRetirement 2030 Fund's Asset Allocation

To

JPMorgan SmartRetirement 2030 Fund Past Portfolios

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

Top Ranked Articles

  • 1

JPMorgan SmartRetirement 2030 Fund's Hypothetical Growth since 2024-06-30

JPMorgan SmartRetirement 2030 Fund's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan SmartRetirement 2030 Fund's Holdings Heat Map

Size field:

JPMorgan SmartRetirement 2030 Fund's Holdings Bubble Chart

JPMorgan SmartRetirement 2030 Fund News

  • 1

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