Jpmrgn Smrtrtr BLND 2055-R6JTYBX

13F holders, Q4 2025 (December 31)
1holders
0new positions
0sold out
$38.59avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding Jpmrgn Smrtrtr BLND 2055-R6 (JTYBX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Grey Fox Wealth Advisors, LLC ($2.0M).

Company
Jpmrgn Smrtrtr BLND 2055-R6
Filed as
JPMORGAN SMARTRETIREMENT BLEND 2055 R6 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 3,434 shares bought, net +3,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Grey Fox Wealth Advisors, LLC 0.40% Add +7.3% 50,711 $2.0M

"% 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.