JPMorgan SmartRetirement Blend 2015 Fund
JPMorgan Trust IV

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2023 → Sep 30, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
FNCL 2.5 10/25 0 5,763 5,763 0.02% $4.57K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
US TREASURY N/B 233,000 0 -233,000 0.00% -$199.89K
US TREASURY N/B 146,000 0 -146,000 0.00% -$132.46K
US TREASURY N/B 91,000 0 -91,000 0.00% -$86.43K
US TREASURY N/B 80,000 0 -80,000 0.00% -$75.68K
US TREASURY N/B 80,000 0 -80,000 0.00% -$72.62K
US TREASURY N/B 70,000 0 -70,000 0.00% -$66.95K
US TREASURY N/B 112,000 0 -112,000 0.00% -$65.08K
US TREASURY N/B 86,000 0 -86,000 0.00% -$55.75K
US TREASURY N/B 76,000 0 -76,000 0.00% -$54.92K
Business Jet Securities LLC, Series 2021-1A, Class A 55,363 0 -55,363 0.00% -$50.77K
US TREASURY N/B 50,000 0 -50,000 0.00% -$48.09K
US TREASURY N/B 55,000 0 -55,000 0.00% -$47.18K
US TREASURY N/B 50,000 0 -50,000 0.00% -$47.14K
FNMA, Other 48,798 0 -48,798 0.00% -$43.55K
US TREASURY N/B 60,000 0 -60,000 0.00% -$42.15K
US TREASURY N/B 46,000 0 -46,000 0.00% -$41.52K
FNMA, Other 49,494 0 -49,494 0.00% -$40.73K
US TREASURY N/B 40,000 0 -40,000 0.00% -$38.63K
FNMA, Other 40,000 0 -40,000 0.00% -$36.24K
US TREASURY N/B 58,000 0 -58,000 0.00% -$36.02K
U.S. Treasury Bonds, Principal Only STRIPS 40,000 0 -40,000 0.00% -$34.88K
SEQ PAID 36,398 0 -36,398 0.00% -$34.76K
U.S. Treasury STRIPS Coupon 40,000 0 -40,000 0.00% -$33.92K
BOEING CO 32,000 0 -32,000 0.00% -$29.25K
FNMA UMBS, 30 Year 29,023 0 -29,023 0.00% -$27.66K
FNMA, Other 29,062 0 -29,062 0.00% -$26.89K
Drive Auto Receivables Trust, Series 2020-1, Class D 26,747 0 -26,747 0.00% -$26.31K
Freddie Mac Pool 26,273 0 -26,273 0.00% -$25.62K
FNMA, REMIC, Series 2019-7, Class CA 27,137 0 -27,137 0.00% -$25.34K
GNMA II, 30 Year 26,890 0 -26,890 0.00% -$24.82K
FNMA ACES, Series 2022-M1S, Class A2 30,000 0 -30,000 0.00% -$24.81K
DT Auto Owner Trust, Series 2021-2A, Class C 25,000 0 -25,000 0.00% -$24.18K
FNMA UMBS, 30 Year 24,532 0 -24,532 0.00% -$23.79K
FREMF Mortgage Trust, Series 2016-K58, Class B 25,000 0 -25,000 0.00% -$23.49K
FHLMC Seasoned Credit Risk Transfer Trust, Series 2020-3, Class TTW 25,556 0 -25,556 0.00% -$23.48K
FNMA, Other 25,000 0 -25,000 0.00% -$22.88K
DT Auto Owner Trust, Series 2021-4A, Class D 25,000 0 -25,000 0.00% -$22.80K
HCA INC 23,000 0 -23,000 0.00% -$22.75K
Freddie Mac Pool 24,715 0 -24,715 0.00% -$22.74K
US TREASURY N/B 31,000 0 -31,000 0.00% -$22.69K
DataBank Issuer, Series 2021-1A, Class A2 25,000 0 -25,000 0.00% -$21.91K
ADC 2021-1A A2 25,000 0 -25,000 0.00% -$21.86K
US TREASURY N/B 24,000 0 -24,000 0.00% -$20.41K
NRG ENERGY INC SR SECURED 144A 12/27 2.45 24,000 0 -24,000 0.00% -$20.22K
FREDDIE MAC SEASONED CREDIT RISK TRANSFER TRUST SERIES 2020-3 SER 2020-3 CL M5TW 3.00000000 22,789 0 -22,789 0.00% -$20.15K
Carvana Auto Receivables Trust, Series 2019-4A, Class D 19,867 0 -19,867 0.00% -$19.68K
FHLMC UMBS, 30 Year 22,533 0 -22,533 0.00% -$19.39K
FNMA, Other 20,000 0 -20,000 0.00% -$19.34K
FNMA, Other 21,000 0 -21,000 0.00% -$19.09K
US TREASURY N/B 20,000 0 -20,000 0.00% -$18.88K
AVOLON HOLDINGS FUNDING LTD 5.5% 01/15/2026 144A 19,000 0 -19,000 0.00% -$18.41K
FNMA UMBS, 30 Year 21,579 0 -21,579 0.00% -$18.32K
US TREASURY N/B 27,000 0 -27,000 0.00% -$18.06K
GNMA II, 30 Year 19,135 0 -19,135 0.00% -$17.78K
GNMA II, 30 Year 19,071 0 -19,071 0.00% -$17.60K
ABBVIE INC 20,000 0 -20,000 0.00% -$17.41K
US TREASURY N/B 20,000 0 -20,000 0.00% -$17.00K
Fannie Mae Pool 17,709 0 -17,709 0.00% -$16.99K
FNMA UMBS, 30 Year 18,145 0 -18,145 0.00% -$16.87K
FNMA, Other 19,536 0 -19,536 0.00% -$16.58K
Freddie Mac REMICS 24,678 0 -24,678 0.00% -$16.16K
FNMA, Other 19,791 0 -19,791 0.00% -$16.10K
AM AIRLN 16-2 AA 17,425 0 -17,425 0.00% -$15.60K
SOUTHERN POWER 16,000 0 -16,000 0.00% -$14.95K
CARMAX AUTO OWNER TRUST 2019-3 CARMX 2019-3 C 15,000 0 -15,000 0.00% -$14.90K
BANK OF AMER CRP 21,000 0 -21,000 0.00% -$14.75K
US TREASURY N/B 15,000 0 -15,000 0.00% -$14.59K
US TREASURY N/B 22,000 0 -22,000 0.00% -$14.52K
T-MOBILE USA INC 17,000 0 -17,000 0.00% -$14.13K
FHMS K-150 A2 15,000 0 -15,000 0.00% -$14.12K
Pagaya AI Debt Selection Trust 2021-3 14,134 0 -14,134 0.00% -$14.00K
FNMA POOL BS7576 FN 12/27 FIXED 4.86 13,537 0 -13,537 0.00% -$13.57K
GNMA II, 30 Year 14,431 0 -14,431 0.00% -$13.47K
CRVNA 2020-P1 C 15,000 0 -15,000 0.00% -$13.38K
WEST VA HEALTH 20,000 0 -20,000 0.00% -$13.36K
FREDDIE MAC SEASONED CREDIT RISK TRANSFER TRUST SERIES 2018-1 SER 2018-1 CL M60C 3.50000000 14,326 0 -14,326 0.00% -$13.35K
GNMA II, 30 Year 14,634 0 -14,634 0.00% -$13.35K
FNMA UMBS, 30 Year 13,197 0 -13,197 0.00% -$13.33K
AIR LEASE CORP 15,000 0 -15,000 0.00% -$13.32K
GNMA II, 30 Year 14,266 0 -14,266 0.00% -$13.17K
TRTN 2.05 04/15/26 144A 15,000 0 -15,000 0.00% -$13.13K
US TREASURY N/B 15,000 0 -15,000 0.00% -$13.13K
GNMA II, 30 Year 13,874 0 -13,874 0.00% -$12.80K
HSBC HOLDINGS 12,000 0 -12,000 0.00% -$12.71K
Freddie Mac Pool 14,315 0 -14,315 0.00% -$12.69K
FNMA 30YR 3% 01/01/2052#CB2670 14,204 0 -14,204 0.00% -$12.52K
Exeter Automobile Receivables Trust, Series 2021-2A, Class C 12,515 0 -12,515 0.00% -$12.24K
FREDDIE MAC POOL UMBS P#QB4045 2.50000000 14,202 0 -14,202 0.00% -$12.12K
FNMA, REMIC Trust, Whole Loan, Series 2002-W3, Class A4 11,699 0 -11,699 0.00% -$11.82K
American Airlines Pass-Through Trust, Series B 13,370 0 -13,370 0.00% -$11.64K
FNMA UMBS, 30 Year 13,438 0 -13,438 0.00% -$11.43K
Freddie Mac Pool 13,119 0 -13,119 0.00% -$11.19K
BAT CAPITAL CORP 13,000 0 -13,000 0.00% -$11.14K
AVOLON HDGS 13,000 0 -13,000 0.00% -$10.96K
FNMA, Other 11,588 0 -11,588 0.00% -$10.86K
VMWARE LLC 11,000 0 -11,000 0.00% -$10.50K
US TREASURY N/B 12,000 0 -12,000 0.00% -$10.47K
PFIZER INVSTMNT 10,000 0 -10,000 0.00% -$10.40K
XILINX INC 12,000 0 -12,000 0.00% -$10.36K
CITIGROUP INC 11,000 0 -11,000 0.00% -$10.22K
FNMA UMBS, 30 Year 11,067 0 -11,067 0.00% -$10.20K
ENBRIDGE INC 10,000 0 -10,000 0.00% -$10.14K
CAPITAL ONE FINL 11,000 0 -11,000 0.00% -$10.11K
MITSUB UFJ FIN 11,000 0 -11,000 0.00% -$10.04K
AMGEN INC 10,000 0 -10,000 0.00% -$10.01K
BANK OF AMER CRP 11,000 0 -11,000 0.00% -$9.90K
US TREASURY N/B 10,000 0 -10,000 0.00% -$9.84K
GLENLN 2.5 09/01/30 144A 12,000 0 -12,000 0.00% -$9.83K
First Investors Auto Owner Trust, Series 2021-1A, Class B 10,000 0 -10,000 0.00% -$9.82K
US TREASURY N/B 10,000 0 -10,000 0.00% -$9.76K
EMERA US FINANCE 12,000 0 -12,000 0.00% -$9.73K
ORACLE CORP 10,000 0 -10,000 0.00% -$9.68K
FNMA, Other 10,000 0 -10,000 0.00% -$9.65K
DISCOVERY COMMUN 11,000 0 -11,000 0.00% -$9.65K
Flagship Credit Auto Trust, Series 2020-4, Class C 10,000 0 -10,000 0.00% -$9.62K
FREMF Mortgage Trust, Series 2017-K728, Class C 10,000 0 -10,000 0.00% -$9.62K
FNMA, Other 10,000 0 -10,000 0.00% -$9.61K
EVERGY INC 11,000 0 -11,000 0.00% -$9.60K
FHF Trust, Series 2021-1A, Class A 9,754 0 -9,754 0.00% -$9.37K
Santander Consumer Auto Receivables Trust, Series 2021-AA, Class B 10,000 0 -10,000 0.00% -$9.33K
Freddie Mac Pool 10,000 0 -10,000 0.00% -$9.33K
FNMA UMBS, 30 Year 10,420 0 -10,420 0.00% -$9.29K
RTX CORP 11,000 0 -11,000 0.00% -$9.28K
FNMA UMBS, 30 Year 9,783 0 -9,783 0.00% -$9.22K
FNMA, Other 10,000 0 -10,000 0.00% -$9.08K
MACQUARIE GROUP LTD 9,000 0 -9,000 0.00% -$8.99K
Freddie Mac Seasoned Credit Risk Transfer Trust Series 2019-2 9,568 0 -9,568 0.00% -$8.98K
FREMF Mortgage Trust, Series 2017-KGX1, Class BFX 10,000 0 -10,000 0.00% -$8.97K
MQGAU V1.34 01/12/27 144A 10,000 0 -10,000 0.00% -$8.90K
CHARTER COMM OPT 11,000 0 -11,000 0.00% -$8.85K
WP CAREY INC REGD 2.40000000 11,000 0 -11,000 0.00% -$8.84K
WELLS FARGO CO 12,000 0 -12,000 0.00% -$8.83K
DT Auto Owner Trust, Series 2021-1A, Class C 9,028 0 -9,028 0.00% -$8.79K
ATHENE GLOBAL FUNDING SR SECURED 144A 01/26 1.45 10,000 0 -10,000 0.00% -$8.77K
COMCAST CORP 11,000 0 -11,000 0.00% -$8.73K
EXXON MOBIL CORP 11,000 0 -11,000 0.00% -$8.72K
SMITHFIELD FOODS INC SR UNSECURED 144A 10/30 3 11,000 0 -11,000 0.00% -$8.62K
CUBESMART LP 11,000 0 -11,000 0.00% -$8.60K
UNIVERSITY OF MI 10,000 0 -10,000 0.00% -$8.49K
SEASONED CREDIT RISK TRANSFER TRUST SERIES 2019-3 M55D 4% 10/25/2058 9,022 0 -9,022 0.00% -$8.47K
AT&T INC 11,000 0 -11,000 0.00% -$8.44K
ENERGY TRANS 10,000 0 -10,000 0.00% -$8.41K
BRIXMOR OPERATIN 10,000 0 -10,000 0.00% -$8.40K
Freddie Mac Pool 8,988 0 -8,988 0.00% -$8.38K
FNMA UMBS, 30 Year 9,295 0 -9,295 0.00% -$8.23K
Delta Air Lines Pass-Through Trust, Series 2020-1, Class A 9,476 0 -9,476 0.00% -$8.17K
AM AIRLIN 16-3 A 9,065 0 -9,065 0.00% -$8.03K
FNMA UMBS, 30 Year 9,231 0 -9,231 0.00% -$7.91K
WP CAREY INC SR UNSECURED 02/32 2.45 10,000 0 -10,000 0.00% -$7.83K
BROADCOM INC 9,000 0 -9,000 0.00% -$7.78K
FNMA, Other 9,601 0 -9,601 0.00% -$7.75K
GNMA II, 30 Year 8,382 0 -8,382 0.00% -$7.74K
UPJOHN INC 11,000 0 -11,000 0.00% -$7.60K
FNMA UMBS, 30 Year 8,305 0 -8,305 0.00% -$7.33K
KKR Industrial Portfolio Trust, Series 2021-KDIP, Class B 7,500 0 -7,500 0.00% -$7.30K
BP CAP MKTS AMER 11,000 0 -11,000 0.00% -$7.28K
FHLMC UMBS, 30 Year 8,081 0 -8,081 0.00% -$6.97K
VST 4 7/8 05/13/24 7,000 0 -7,000 0.00% -$6.86K
United Airlines Pass-Through Trust, Series 2018-1, Class A 7,843 0 -7,843 0.00% -$6.79K
JERSEY CENTRAL PWR + LT SR UNSECURED 144A 01/26 4.3 7,000 0 -7,000 0.00% -$6.77K
CHARTER COMM OPT 10,000 0 -10,000 0.00% -$6.76K
FHLMC UMBS, 30 Year 7,696 0 -7,696 0.00% -$6.63K
FNMA, REMIC, Series 2018-72, Class VB 6,844 0 -6,844 0.00% -$6.45K
WLAKE 20-3A C 144A 1.24% 11-17-25 6,499 0 -6,499 0.00% -$6.42K
US TREASURY N/B 7,000 0 -7,000 0.00% -$6.42K
Flagship Credit Auto Trust, Series 2021-1, Class B 6,484 0 -6,484 0.00% -$6.41K
FNMA Trust, Whole Loan, Series 2002-W8, Class A1 6,040 0 -6,040 0.00% -$6.27K
FEDERAL RLTY INV 7,000 0 -7,000 0.00% -$6.25K
MORGAN STANLEY 7,000 0 -7,000 0.00% -$6.24K
US TREASURY N/B 8,000 0 -8,000 0.00% -$6.16K
EDISON INTL 6,000 0 -6,000 0.00% -$6.00K
MARTIN MAR MTLS 7,000 0 -7,000 0.00% -$5.91K
AMER INTL GROUP 7,000 0 -7,000 0.00% -$5.91K
United Airlines Pass-Through Trust, Series 2019-2, Class B 6,550 0 -6,550 0.00% -$5.89K
ELEVANCE HEALTH 7,000 0 -7,000 0.00% -$5.86K
CITIGROUP INC 7,000 0 -7,000 0.00% -$5.86K
NORTHROP GRUMMAN 7,000 0 -7,000 0.00% -$5.70K
TAKE-TWO INTERAC 6,000 0 -6,000 0.00% -$5.68K
BROWN & BROWN 7,000 0 -7,000 0.00% -$5.64K
UNITEDHEALTH GRP 5,000 0 -5,000 0.00% -$5.55K
INTL FLAVOR & FRAGRANCES REGD 144A P/P 2.30000000 7,000 0 -7,000 0.00% -$5.55K
SOUTHERN CAL GAS 5,000 0 -5,000 0.00% -$5.54K
DUKE ENERGY FLA 5,000 0 -5,000 0.00% -$5.45K
OTIS WORLDWIDE 7,000 0 -7,000 0.00% -$5.41K
S&P GLOBAL INC 6,000 0 -6,000 0.00% -$5.40K
HEALTHCARE RLTY 7,000 0 -7,000 0.00% -$5.37K
SAFEHOLD OPERATI 7,000 0 -7,000 0.00% -$5.36K
GRAY OAK PIPELINE LLC SR UNSECURED 144A 10/27 3.45 6,000 0 -6,000 0.00% -$5.36K
AMGEN INC 7,000 0 -7,000 0.00% -$5.35K
NEW YORK LIFE 7,000 0 -7,000 0.00% -$5.35K
LOWE'S COS INC 7,000 0 -7,000 0.00% -$5.33K
UDR INC 7,000 0 -7,000 0.00% -$5.31K
VRSK 5 3/4 04/01/33 5,000 0 -5,000 0.00% -$5.23K
ZOETIS INC 5,000 0 -5,000 0.00% -$5.23K
JetBlue 2020-1 Class B Pass-Through Trust 5,174 0 -5,174 0.00% -$5.19K
TX NATURAL GAS SECZ 5,000 0 -5,000 0.00% -$5.15K
META PLATFORMS 5,000 0 -5,000 0.00% -$5.14K
STARBUCKS CORP 7,000 0 -7,000 0.00% -$5.13K
FNMA UMBS, 30 Year 5,743 0 -5,743 0.00% -$5.12K
SOUTHERN CAL ED 5,000 0 -5,000 0.00% -$5.10K
INTEL CORP 5,000 0 -5,000 0.00% -$5.09K
PG&E WILDFIRE 5,000 0 -5,000 0.00% -$5.06K
HEALTHPEAK PROP 6,000 0 -6,000 0.00% -$5.06K
NASDAQ INC 5,000 0 -5,000 0.00% -$5.02K
MERCK & CO INC 7,000 0 -7,000 0.00% -$5.01K
MORGAN STANLEY 5,000 0 -5,000 0.00% -$4.94K
MORGAN STANLEY 5,000 0 -5,000 0.00% -$4.93K
SCE REC FUND 5,000 0 -5,000 0.00% -$4.87K
TIAAGL 3.3 05/15/50 144A 7,000 0 -7,000 0.00% -$4.84K
BANK OF AMER CRP 5,000 0 -5,000 0.00% -$4.80K
BOARDWALK PIPELI 5,000 0 -5,000 0.00% -$4.77K
PG&E WILDFIRE 5,000 0 -5,000 0.00% -$4.76K
FREMF Mortgage Trust, Series 2016-K56, Class B 5,000 0 -5,000 0.00% -$4.75K
AIR LEASE CORP 5,000 0 -5,000 0.00% -$4.74K
TRUIST FINANCIAL 5,000 0 -5,000 0.00% -$4.74K
FHMS K-1510 A2 5,000 0 -5,000 0.00% -$4.71K
CITIGROUP INC 5,000 0 -5,000 0.00% -$4.67K
AVOLON HOLDINGS FUNDING LTD 5,000 0 -5,000 0.00% -$4.65K
FNMA, Other 5,000 0 -5,000 0.00% -$4.61K
BRISTOL-MYERS 5,000 0 -5,000 0.00% -$4.56K
GOLDMAN SACHS GP 5,000 0 -5,000 0.00% -$4.54K
KRAFT HEINZ FOOD 5,000 0 -5,000 0.00% -$4.52K
KLA CORP 6,000 0 -6,000 0.00% -$4.50K
EMPOWER FINANCE 2020 LP COMPANY GUAR 144A 09/51 3.075 7,000 0 -7,000 0.00% -$4.50K
COREBRIDGE FIN 5,000 0 -5,000 0.00% -$4.50K
FNMA, Other 4,897 0 -4,897 0.00% -$4.50K
NEW ENG POWER 7,000 0 -7,000 0.00% -$4.49K
NRG ENERGY INC 2% 12/02/2025 144A 5,000 0 -5,000 0.00% -$4.49K
HYUNDAI CAPITAL AMERICA SR UNSECURED 144A 01/26 1.3 5,000 0 -5,000 0.00% -$4.47K
GOLDMAN SACHS GP 5,000 0 -5,000 0.00% -$4.45K
AVOLON HOLDINGS FUNDING LTD 2.125% 02/21/2026 144A 5,000 0 -5,000 0.00% -$4.44K
F+G GLOBAL FUNDING SECURED 144A 06/26 1.75 5,000 0 -5,000 0.00% -$4.43K
ENTERPRISE PRODU 5,000 0 -5,000 0.00% -$4.39K
VERIZON COMM INC 5,000 0 -5,000 0.00% -$4.39K
WELLS FARGO CO 5,000 0 -5,000 0.00% -$4.38K
AMAZON.COM INC 5,000 0 -5,000 0.00% -$4.36K
FNMA UMBS, 30 Year 4,868 0 -4,868 0.00% -$4.30K
BAT CAPITAL CORP 6,000 0 -6,000 0.00% -$4.27K
NW MUTUAL GLOBAL 1.7 6/28 5,000 0 -5,000 0.00% -$4.27K
FNMA, Other 4,519 0 -4,519 0.00% -$4.17K
FNMA, Other 4,960 0 -4,960 0.00% -$4.17K
GM 6.8 10/01/27 4,000 0 -4,000 0.00% -$4.16K
BERKSHIRE HATH 5,000 0 -5,000 0.00% -$4.13K
NGPL PIPECO LLC SR UNSECURED 144A 07/31 3.25 5,000 0 -5,000 0.00% -$4.12K
ORACLE CORP 5,000 0 -5,000 0.00% -$4.09K
BANK OF AMER CRP 5,000 0 -5,000 0.00% -$4.07K
Veros Auto Receivables Trust 2021-1 4,063 0 -4,063 0.00% -$4.04K
CITIGROUP INC 5,000 0 -5,000 0.00% -$4.03K
CSX CORP 5,000 0 -5,000 0.00% -$4.02K
BAT CAPITAL CORP 5,000 0 -5,000 0.00% -$4.00K
LIFE STORAGE 5,000 0 -5,000 0.00% -$3.96K
MASCO CORP 5,000 0 -5,000 0.00% -$3.95K
BANK OF AMER CRP 4,000 0 -4,000 0.00% -$3.94K
PHYSICIANS REALT 5,000 0 -5,000 0.00% -$3.89K
BRIXMOR OPERATIN 5,000 0 -5,000 0.00% -$3.88K
BANK NOVA SCOTIA 4,000 0 -4,000 0.00% -$3.86K
CAPITAL ONE FINL 5,000 0 -5,000 0.00% -$3.85K
PNC FINANCIAL 4,000 0 -4,000 0.00% -$3.84K
CORPORATE OFFICE 5,000 0 -5,000 0.00% -$3.80K
MEDSTAR HEALTH 5,000 0 -5,000 0.00% -$3.78K
SABRA HEALTH CAR 5,000 0 -5,000 0.00% -$3.73K
PCG 2.95 03/01/26 4,000 0 -4,000 0.00% -$3.66K
UDR INC 5,000 0 -5,000 0.00% -$3.66K
US TREASURY N/B 5,000 0 -5,000 0.00% -$3.65K
REALTY INCOME 5,000 0 -5,000 0.00% -$3.64K
NXP BV/NXP FDG 5,000 0 -5,000 0.00% -$3.64K
FNMA UMBS, 30 Year 3,932 0 -3,932 0.00% -$3.62K
ABBVIE INC 4,000 0 -4,000 0.00% -$3.62K
FLEX INTERMEDIATE HOLDCO SR SECURED 144A 12/39 4.317 5,000 0 -5,000 0.00% -$3.61K
Freddie Mac Pool 3,983 0 -3,983 0.00% -$3.52K
VALE OVERSEAS 4,000 0 -4,000 0.00% -$3.51K
BON SECOURS HLTH 5,000 0 -5,000 0.00% -$3.49K
IND MICH POWER 5,000 0 -5,000 0.00% -$3.48K
GLOBAL PAY INC 4,000 0 -4,000 0.00% -$3.48K
UNION ELECTRIC 4,000 0 -4,000 0.00% -$3.26K
BANNER HEALTH 4,000 0 -4,000 0.00% -$3.23K
PIEDMONT HLTH 5,000 0 -5,000 0.00% -$3.22K
ROPER TECHNOLOGI 4,000 0 -4,000 0.00% -$3.17K
CONSTL ENRGY GEN 3,000 0 -3,000 0.00% -$3.07K
FNMA ACES, Series 2021-M3, Class 1A1 3,241 0 -3,241 0.00% -$3.04K
KELLOGG CO 3,000 0 -3,000 0.00% -$3.01K
TEXAS INSTRUMENT 3,000 0 -3,000 0.00% -$3.01K
UNTD AIR 16-2 A 3,546 0 -3,546 0.00% -$3.00K
NUTRIEN LTD 3,000 0 -3,000 0.00% -$3.00K
Pagaya AI Debt Selection Trust 2021-1 2,985 0 -2,985 0.00% -$2.98K
EIDP 3,000 0 -3,000 0.00% -$2.95K
AT&T INC 4,000 0 -4,000 0.00% -$2.80K
PACIFIC GAS & ELECTRIC REGD 3.75000000 4,000 0 -4,000 0.00% -$2.76K
CANADIAN PACIFIC 3,000 0 -3,000 0.00% -$2.72K
BOEING CO/THE 3.450000% 11/01/2028 3,000 0 -3,000 0.00% -$2.72K
WESTPAC BANKING 4,000 0 -4,000 0.00% -$2.71K
PUBLIC STORAGE SR UNSEC 1.95% 11-09-28 3,000 0 -3,000 0.00% -$2.57K
KRAFT HEINZ FOOD 3,000 0 -3,000 0.00% -$2.55K
AMERICAN TOWER 4,000 0 -4,000 0.00% -$2.52K
UNITED AIRLS 2016-2 CL B PASS THRU TR 3.65% 04/07/2027 2,645 0 -2,645 0.00% -$2.45K
ACC Auto Trust 2021-A 2,386 0 -2,386 0.00% -$2.38K
FNMA, Grantor Trust, Whole Loan, Series 2001-T12, Class A1 2,238 0 -2,238 0.00% -$2.24K
RTX CORP 2,000 0 -2,000 0.00% -$2.03K
7-ELEVEN INC 144A 2.500000% 02/10/2041 3,000 0 -3,000 0.00% -$2.01K
HOME DEPOT INC 2,000 0 -2,000 0.00% -$1.99K

Top 300 of 308, by weight.

Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
JPMorgan Core Plus Bond Fund, Class R6 282,087 549,445 267,358 19.64% $1.76M
JPMORGAN BETABUI 57,412 68,189 10,777 15.67% $364.71K
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD 1,433,908 1,960,456 526,548 10.19% $526.55K
JPMorgan High Yield Fund, Class R6 173,520 246,023 72,502 7.86% $438.95K
GNMA II, Other 18,765 18,891 127 0.09% $44
JPMorgan Emerging Markets Debt Fund, Class R6 1,843 1,873 30 0.06% -$288
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF 158 218 60 0.05% $2.52K
US ULTRA BOND CBT Sep25 -4 -1 3 0.01% $1.79K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
JPMorgan Equity Index Fund, Class R6 60,449 55,441 -5,009 18.53% -$470.26K
JPMorgan BetaBuilders International Equity ETF 42,958 41,078 -1,880 11.12% -$217.80K
SPDR S&P MidCap 400 ETF Trust 1,309 1,230 -79 2.92% -$65.23K
Russell 2000 ETF 2,856 2,517 -339 2.31% -$89.99K
VOLT XCIII LLC, Series 2021-NPL2, Class A1 58,942 53,420 -5,523 0.26% -$3.65K
GNMA II, 30 Year 35,721 34,610 -1,110 0.15% -$2.59K
GNMA II, 30 Year 33,521 33,328 -193 0.15% -$1.70K
Freddie Mac Multifamily Structured Credit Risk 27,987 27,547 -440 0.13% -$171
GNMA II, 30 Year 27,208 27,060 -147 0.12% -$1.36K
GNMA II, 30 Year 26,555 25,640 -915 0.11% -$1.98K
GNMA II, 30 Year 25,451 24,950 -501 0.10% -$1.63K
FNMA, Other 18,895 18,564 -331 0.10% -$867
FNMDI6 3.0 BF0497 07-01-60 10,191 9,986 -205 0.04% -$704
ACRE Commercial Mortgage Ltd., Series 2021-FL4, Class A 4,736 4,730 -6 0.02% $23
FHLMC, Multi-Family Structured Pass-Through Certificates, Series K-1511, Class A1 13,442 38 -13,404 0.00% -$12.67K
FNMA ACES, Series 2021-M3, Class X1 84,647 85 -84,562 0.00% -$7.33K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
JPMorgan Inflation Managed Bond ETF 16,389 16,389 0 3.85% -$16.06K
JPMorgan Emerging Markets Research Enhanced Equity Fund, Class R6 22,315 22,315 0 1.73% -$12.72K
JPMorgan BetaBuilders Emerging Markets Equity ETF 6,346 6,346 0 1.53% -$15.04K
U.S. Treasury Notes 206,000 206,000 0 1.05% $2.25K
JPMorgan BetaBuilders MSCI US REIT ETF 2,051 2,051 0 0.83% -$13.64K
FNMA, Other 100,000 100,000 0 0.43% -$2.43K
FNMA, Other 50,000 50,000 0 0.25% -$2.55K
FNMA, Other 50,000 50,000 0 0.25% -$1.87K
FNMA, Other 50,000 50,000 0 0.24% -$2.67K
BPR Trust, Series 2021-KEN, Class A 20,000 20,000 0 0.10% $150
ACRE Commercial Mortgage Ltd., Series 2021-FL4, Class AS 10,000 10,000 0 0.05% $89

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