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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

Tip: Access up to 7 years of quarterly data

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
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)
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Vanguard Mid Cap ETF IV Etf (VO)
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Apple Common Stock (AAPL)
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SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund
Vanguard Growth Index -admiral Mutual Fund (VIGAX)
Jpmorgan Smartretirement Blend 2040 R6 Mutual Fund (JOBYX)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)

View all positions for Grey Fox Wealth Advisors

Top funds holding JPMorgan SmartRetirement Blend 2040 Fund;R7

Grey Fox Wealth Advisors

View all funds holding JPMorgan SmartRetirement Blend 2040 Fund;R7