1 institutions reported holding $4.4M of JPMORGAN SMARTRETIREMENT BLEND 2040 R6 (JOBYX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Grey Fox Wealth Advisors, LLC ($4.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Grey Fox Wealth Advisors, LLC | $4.4M | 111,852 | Added |
Source: SEC Form 13F filings · as of 2026-06-30