1 institutions reported holding $3.9M of JPMORGAN SMARTRETIREMENT BLEND 2040 R6 (JOBYX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Grey Fox Wealth Advisors, LLC ($3.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Grey Fox Wealth Advisors, LLC | $3.9M | 109,966 | Added |
Source: SEC Form 13F filings · as of 2026-03-31