Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2025 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 2025
Number of Shares
20,869
Previous 166,510 87.47%
Holding current value
$511 Million
Previous $5.25 Billion 90.27%
% of portfolio
0.12%
Previous 1.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
N/A
-145,641 Reduced 87.47%
20,869 $511 Million
Q1 2025

May 02, 2025
BUY
N/A
136,958 Added 463.45%
166,510 $5.25 Billion
Q4 2024

Feb 11, 2025
SELL
N/A
-114 Reduced 0.38%
29,552 $679 Million
Q3 2024

Oct 22, 2024
BUY
N/A
1,203 Added 4.23%
29,666 $719 Million
Q2 2024

Jul 30, 2024
BUY
N/A
28,463 New
28,463 $652 Million
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