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JPMorgan SmartRetirement 2040 Fund | SMTAX

Mutual Fund
JPMorgan Trust I
Last update 2024-11-27 7 Stocks (1 new)
Value $1.11 Bil Turnover 2 %
Countries:
Portfolio Report
JPMorgan SmartRetirement 2040 ... Top Holdings of 2024-09-30 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
6,846,221
452055.970
+0.90%
40.830
+0.36%
6.530
-10.11%
-0.51%
6870.404
 
JGLO
JPMorgan Global Select Equity ETF
5,125,363
321206.500
-0.74%
29.010
-0.22%
4.670
-2.78%
-0.43%
6465.207
 
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
1,472,235
139082.040
+0.76%
12.560
+0.09%
7.520
+1.73%
-0.47%
1879.549
 
JEMA
JPMorgan ActiveBuilders Emerging Markets Equity ETF
2,765,115
112236.020
+1.90%
10.140
+0.19%
10.240
-9.49%
-1.58%
1019.914
 
JPRE
JPMorgan Realty Income ETF
962,906
49050.430
-8.77%
4.430
-0.39%
12.390
-7.98%
-4.10%
369.424
 
JPHY
J.P. Morgan Exchange-Traded Fund Trust
367,803
17419.150
New Holding
1.570
+1.57%
1.630
+0.51%
+0.43%
0.000
 
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF
161,000
16246.510
-9.72%
1.470
-0.14%
1.630
-7.40%
-3.70%
904.055
 
BBHY
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
0
0.000
Sold Out
0.000
-1.57%
0.000
-0.33%
-0.15%
899.496
 

JPMorgan SmartRetirement 2040 Fund's Historical Top Holdings Breakdowns

JPMorgan SmartRetirement 2040 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
JGLO
JPMorgan Global Select Equity ETF2023-12-31New Buy
+16.07%
45.26 ($48.79) 52.33
$59.78
22.53%
New holding
3,064,878
3,064,878
JIRE
JPMorgan International Research Enhanced Equity ETF2024-03-31Reduce
-13.49%
56.8 ($59.79) 62.88
$58.21
-2.64%
Reduce -24.56%
7,074,373
-2,303,499
JGLO
JPMorgan Global Select Equity ETF2024-03-31Add
+12.20%
51.24 ($54.92) 58.08
$59.78
8.85%
Add 73.74%
5,324,914
2,260,036
JIRE
JPMorgan International Research Enhanced Equity ETF2023-12-31Reduce
-4.64%
52.16 ($55.77) 59.25
$58.21
4.38%
Reduce -7.08%
9,377,872
-714,669
JIRE
JPMorgan International Research Enhanced Equity ETF2023-03-31Add
+4.03%
50.46 ($53.74) 55.41
$58.21
8.32%
Add 6.42%
10,452,285
630,342
JPRE
JPMorgan Realty Income ETF2023-03-31Reduce
-3.76%
39.19 ($42.94) 46.51
$45.34
5.59%
Reduce -40.78%
1,092,677
-752,333
JEMA
JPMorgan ActiveBuilders Emerging Markets Equity ETF2023-03-31Reduce
-3.60%
34.04 ($36.13) 38.55
$36.82
1.91%
Reduce -25.49%
2,548,006
-871,700
JPHY
J.P. Morgan Exchange-Traded Fund Trust2023-12-31Sold Out
-2.43%
42.77 ($44.33) 46.47
$45.45
2.53%
Sold Out
0
-478,914
JIRE
JPMorgan International Research Enhanced Equity ETF2023-06-30Reduce
-2.30%
54.72 ($56.34) 57.87
$58.21
3.32%
Reduce -3.44%
10,092,541
-359,744
BBHY
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF2023-12-31New Buy
+2.20%
42.77 ($44.33) 46.47
$46.01
3.79%
New holding
478,914
478,914

JPMorgan SmartRetirement 2040 Fund Total Holding History ($B)

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JPMorgan SmartRetirement 2040 Fund's Asset Allocation

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JPMorgan SmartRetirement 2040 Fund Past Portfolios

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

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JPMorgan SmartRetirement 2040 Fund's Hypothetical Growth since 2024-09-30

JPMorgan SmartRetirement 2040 Fund's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan SmartRetirement 2040 Fund's Holdings Heat Map

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JPMorgan SmartRetirement 2040 Fund's Holdings Bubble Chart

JPMorgan SmartRetirement 2040 Fund News

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