Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2045 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025
Number of Shares
155,562
Previous 149,714 3.91%
Holding current value
$5.94 Billion
Previous $5.36 Billion 10.91%
% of portfolio
1.21%
Previous 1.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
5,848 Added 3.91%
155,562 $5.94 Billion
Q2 2025

Aug 06, 2025
BUY
N/A
149,714 New
149,714 $5.36 Billion
Q4 2024

Feb 11, 2025
SELL
N/A
-4,044 Reduced 2.8%
140,415 $4.61 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
3,626 Added 2.57%
144,459 $4.93 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
140,833 New
140,833 $4.51 Billion
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