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%
-
+1.30%
+6.76%
6518.376
 
JGLO 		JPMorgan Global Select Equity ETF
4,104,784
247928.950
-5.15%
25.580
-1.28%
-
+8.73%
+21.83%
5049.802
 
BBMC 		JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
1,878,725
165365.370
-2.46%
17.060
-0.44%
-
+15.72%
+19.52%
1893.022
 
JEMA 		JPMorgan ActiveBuilders Emerging Markets Equity ETF
1,850,442
70640.620
-5.49%
7.290
-0.39%
-
+7.09%
+10.04%
1069.052
 
JCPI 		JPMorgan Inflation Managed Bond ETF
1,322,455
61749.920
-2.59%
6.370
-0.16%
-
+0.23%
+1.61%
666.044
 
BBHY 		JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
822,436
37618.220
+0.35%
3.880
+0.01%
-
+1.80%
+2.16%
1230.215
 
JPRE 		JPMorgan Realty Income ETF
825,800
36417.780
-0.49%
3.760
-0.02%
-
+5.36%
+11.75%
389.717
 
BBRE 		JPMorgan BetaBuilders MSCI U.S. REIT ETF
139,620
12247.470
+0.96%
1.260
+0.01%
-
+6.84%
+12.23%
970.209
 

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
$62.39
-0.18%
Reduce -4.53%
5,386,294
-255,757
JGLO 		JPMorgan Global Select Equity ETF2024-06-30Reduce
-1.28%
●
55.2 ($58.09) 60.54
$63.74
9.73%
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
$101.23
14.40%
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
$39.89
6.80%
Reduce -5.49%
1,850,442
-107,575
JCPI 		JPMorgan Inflation Managed Bond ETF2024-06-30Reduce
-0.16%
●
45.89 ($46.4) 46.76
$47.26
1.85%
Reduce -2.59%
1,322,455
-35,167
JPRE 		JPMorgan Realty Income ETF2024-06-30Reduce
-0.02%
●
40.42 ($42.71) 44.21
$50.30
17.77%
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
$46.91
2.83%
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
$100.28
17.67%
Add 0.96%
139,620
1,323
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-03-31Reduce
-14.27%
●
56.8 ($59.79) 62.88
$62.39
4.35%
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
$63.74
16.06%
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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