Jpmrgn Smrtrtr BLND 2040-R6JOBYX
13F holders, Q3 2025 (September 30)1holders
0new positions
0sold out
$35.95avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Jpmrgn Smrtrtr BLND 2040-R6 (JOBYX) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holder was Grey Fox Wealth Advisors, LLC ($3.8M).
- Company
- Jpmrgn Smrtrtr BLND 2040-R6
- Filed as
- JPMORGAN SMARTRETIREMENT BLEND 2040 R6 (Q3 2025)
- CUSIP
- 46636U330
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 3,845 shares bought, net +3,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Grey Fox Wealth Advisors, LLC | 0.77% | Add +3.8% | 105,297 | $3.8M |
"% 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.