Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2055 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025
Number of Shares
47,277
Previous 47,120 0.33%
Holding current value
$1.81 Billion
Previous $1.69 Billion 7.3%
% of portfolio
0.37%
Previous 0.4%

Shares

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

Oct 29, 2025
BUY
N/A
157 Added 0.33%
47,277 $1.81 Billion
Q2 2025

Aug 06, 2025
BUY
N/A
47,120 New
47,120 $1.69 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
2,490 Added 6.45%
41,102 $1.35 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
2,170 Added 5.95%
38,612 $1.32 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
36,442 New
36,442 $1.17 Billion
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