Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2050 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 2025
Number of Shares
58,636
Previous 9,759 500.84%
Holding current value
$2.11 Billion
Previous $321 Million 559.32%
% of portfolio
0.5%
Previous 0.09%

Shares

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

Aug 06, 2025
BUY
N/A
48,877 Added 500.84%
58,636 $2.11 Billion
Q1 2025

May 02, 2025
SELL
N/A
-49,492 Reduced 83.53%
9,759 $321 Million
Q4 2024

Feb 11, 2025
BUY
N/A
3,379 Added 6.05%
59,251 $1.96 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
2,297 Added 4.29%
55,872 $1.92 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
53,575 New
53,575 $1.72 Billion
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