Jpmrgn Smrtrtr BLND 2055-R6JTYBX

13F holders, Q2 2025 (June 30)
1holders
1new positions
0sold out
$35.84avg. 13F price*

At the end of Q2 2025, 1 institutions reported holding Jpmrgn Smrtrtr BLND 2055-R6 (JTYBX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 0 sold out. The largest holder was Grey Fox Wealth Advisors, LLC ($1.7M).

Company
Jpmrgn Smrtrtr BLND 2055-R6
Filed as
JPMORGAN SMARTRETIREMENT BLEND 2055 R6 (Q2 2025)
CUSIP
46636U132
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q2 2025

InstitutionsTotal Value
New Positions1$1.7M
Exits0$0

All 13F filers, Q4 2024 → Q2 2025: 47,120 shares bought, net +47,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Grey Fox Wealth Advisors, LLC 0.40% New 47,120 $1.7M

"% of holder's portfolio" is JTYBX's weight in each manager's 13F, not the share of Jpmrgn Smrtrtr BLND 2055-R6 the manager owns.