JS

JPMorgan SmartRetirement Income Fund | JSRAX

Mutual Fund
JPMorgan Trust I
Last update 2024-08-28 8 Stocks (0 new)
Value $226.00 Mil Turnover 0 %
Countries:
Top Holdings: JIRE(25.58%)JCPI(23.37%)JGLO(19.32%)BBMC(12.94%)JEMA(8.78%)
Portfolio Report
Summary Stock Picks Current Portfolio
JPMorgan SmartRetirement Incom... 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
924,835
57894.670
-7.79%
25.580
-2.06%
-
+5.13%
+8.38%
6617.630
 
JCPI 		JPMorgan Inflation Managed Bond ETF
1,132,532
52881.770
-3.09%
23.370
-0.71%
-
-0.99%
+0.97%
661.817
 
JGLO 		JPMorgan Global Select Equity ETF
723,950
43726.580
-6.02%
19.320
-1.12%
-
+9.49%
+19.34%
4946.809
 
BBMC 		JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
332,781
29291.380
-3.37%
12.940
-0.45%
-
+12.19%
+13.38%
1795.881
 
JEMA 		JPMorgan ActiveBuilders Emerging Markets Equity ETF
520,416
19866.880
-6.36%
8.780
-0.55%
-
+12.12%
+11.25%
1080.804
 
BBHY 		JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
303,825
13896.960
-1.84%
6.140
-0.11%
-
+1.93%
+1.42%
1221.298
 
JPRE 		JPMorgan Realty Income ETF
148,468
6547.440
-0.87%
2.890
-0.02%
-
+7.83%
+11.62%
389.252
 
BBRE 		JPMorgan BetaBuilders MSCI U.S. REIT ETF
24,901
2184.320
0%
0.970
0%
-
+8.79%
+11.07%
960.147
 

JPMorgan SmartRetirement Income Fund's Historical Top Holdings Breakdowns

JPMorgan SmartRetirement Income 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
-2.06%
●
59.87 ($62.5) 64.55
$63.34
1.34%
Reduce -7.79%
924,835
-78,159
JGLO 		JPMorgan Global Select Equity ETF2024-06-30Reduce
-1.12%
●
55.2 ($58.09) 60.54
$62.44
7.49%
Reduce -6.02%
723,950
-46,371
JCPI 		JPMorgan Inflation Managed Bond ETF2024-06-30Reduce
-0.71%
●
45.89 ($46.4) 46.76
$46.96
1.21%
Reduce -3.09%
1,132,532
-36,110
JEMA 		JPMorgan ActiveBuilders Emerging Markets Equity ETF2024-06-30Reduce
-0.55%
●
35.48 ($37.35) 38.83
$40.33
7.97%
Reduce -6.36%
520,416
-35,324
BBMC 		JPMorgan BetaBuilders U.S. Mid Cap Equity ETF2024-06-30Reduce
-0.45%
●
85.26 ($88.49) 91.89
$96.04
8.53%
Reduce -3.37%
332,781
-11,623
BBHY 		JPMorgan BetaBuilders USD High Yield Corporate Bond ETF2024-06-30Reduce
-0.11%
●
44.99 ($45.62) 45.95
$46.57
2.08%
Reduce -1.84%
303,825
-5,704
JPRE 		JPMorgan Realty Income ETF2024-06-30Reduce
-0.02%
●
40.42 ($42.71) 44.21
$50.24
17.63%
Reduce -0.87%
148,468
-1,301
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-03-31Reduce
-10.79%
●
56.8 ($59.79) 62.88
$63.34
5.94%
Reduce -28.13%
1,002,994
-392,575
JGLO 		JPMorgan Global Select Equity ETF2024-03-31Add
+7.97%
●
51.24 ($54.92) 58.08
$62.44
13.69%
Add 74.59%
770,321
329,114
BBAG 		JPMorgan BetaBuilders U.S. Aggregate Bond ETF2024-03-31Sold Out
-6.66%
●
45.35 ($45.87) 46.58
$45.88
0.02%
Sold Out
0
-304,402

JPMorgan SmartRetirement Income Fund Total Holding History ($B)

To

JPMorgan SmartRetirement Income Fund's Asset Allocation

To

JPMorgan SmartRetirement Income Fund Past Portfolios

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

Top Ranked Articles

  • 1

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

JPMorgan SmartRetirement Income Fund's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan SmartRetirement Income Fund's Holdings Heat Map

Size field:

JPMorgan SmartRetirement Income Fund's Holdings Bubble Chart

JPMorgan SmartRetirement Income Fund News

  • 1

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