Jpmrgn Smrtrtr BLND 2025-R6JBYSX

13F holders, Q1 2025 (March 31)
1holders
0new positions
0sold out
$31.55avg. 13F price*

At the end of Q1 2025, 1 institutions reported holding Jpmrgn Smrtrtr BLND 2025-R6 (JBYSX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Grey Fox Wealth Advisors, LLC ($5.3M).

Company
Jpmrgn Smrtrtr BLND 2025-R6
Filed as
JPMORGAN SMARTRETIREMENT BLEND 2045 R6 (Q1 2025)
CUSIP
46636U538
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 136,958 shares bought, net +136,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Grey Fox Wealth Advisors, LLC 1.40% Add +463.4% 166,510 $5.3M

"% of holder's portfolio" is JBYSX's weight in each manager's 13F, not the share of Jpmrgn Smrtrtr BLND 2025-R6 the manager owns.