Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2060 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025
Number of Shares
23,295
Previous 17,321 34.49%
Holding current value
$698 Million
Previous $485 Million 43.86%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Oct 29, 2025
BUY
N/A
5,974 Added 34.49%
23,295 $698 Million
Q2 2025

Aug 06, 2025
SELL
N/A
-183,464 Reduced 91.37%
17,321 $485 Million
Q1 2025

May 02, 2025
BUY
N/A
186,536 Added 1309.12%
200,785 $6.02 Billion
Q4 2024

Feb 11, 2025
SELL
N/A
-2,195 Reduced 13.35%
14,249 $365 Million
Q3 2024

Oct 22, 2024
SELL
N/A
-718 Reduced 4.18%
16,444 $438 Million
Q2 2024

Jul 30, 2024
BUY
N/A
17,162 New
17,162 $429 Million
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