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JPMorgan SmartRetirement Blend 2040 Fund;R7 shares owned by Grey Fox Wealth Advisors

Quarter-by-quarter ownership of JPMorgan SmartRetirement Blend 2040 Fund;R7 (JOBYX) shares owned by Grey Fox Wealth Advisors from 13F filings

Historical chart of Grey Fox Wealth Advisors investment in JPMorgan SmartRetirement Blend 2040 Fund;R7

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All positions including JPMorgan SmartRetirement Blend 2040 Fund;R7 held by Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan SmartRetirement Blend 2040 Fund;R7 by Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 105k 35.95
2025-06-30 $3.4M 102k 33.81
2025-03-31 $1.1M 34k 31.11
2024-12-31 $3.4M 110k 31.14
2024-09-30 $4.0M 123k 32.48
2024-06-30 $4.2M 136k 30.50
2023-12-31 $70k 24k 2.91

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iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Mid Cap ETF IV Etf (VO)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Intermediate Term Bond ETF Etf (BIV)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)

View all positions for Grey Fox Wealth Advisors

Top funds holding JPMorgan SmartRetirement Blend 2040 Fund;R7

Grey Fox Wealth Advisors

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