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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
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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Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)
Jpmorgan Smartretirement Blend 2040 R6 Mutual Fund (JOBYX)

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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