Jpmrgn Smrtrtr BLND 2040-R6JOBYX

13F holders, Q2 2024 (June 30)
1holders
$30.50avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Jpmrgn Smrtrtr BLND 2040-R6 (JOBYX) in their 13F filings. The largest holder was Grey Fox Wealth Advisors, LLC ($4.2M).

Company
Jpmrgn Smrtrtr BLND 2040-R6
Filed as
JPMORGAN SMARTRETIREMENT BLEND 2040 R6 (Q2 2024)
CUSIP
46636U330
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 Q2 2024

InstitutionsTotal Value
New Positions1$4.2M
Exits0$0

Ownership 1 holders

Grey Fox Wealth Advisors, LLC 1.46% New 136,148 $4.2M

"% of holder's portfolio" is JOBYX's weight in each manager's 13F, not the share of Jpmrgn Smrtrtr BLND 2040-R6 the manager owns.