Jpmrgn Smrtrtr BLND 2040-R6JOBYX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$31.14avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Jpmrgn Smrtrtr BLND 2040-R6 (JOBYX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Grey Fox Wealth Advisors, LLC ($3.4M).
- Company
- Jpmrgn Smrtrtr BLND 2040-R6
- Filed as
- JPMORGAN SMARTRETIREMENT BLEND 2040 R6 (Q4 2024)
- CUSIP
- 46636U330
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 13,617 shares sold, net −13,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Grey Fox Wealth Advisors, LLC | 0.93% | Reduce -11.1% | 109,457 | $3.4M |
"% 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.