Grey Fox Wealth Advisors, LLC JPMORGAN SMARTRETIREMENT BLEND 2040 R6 Transaction History

Grey Fox Wealth Advisors, LLC

  • $491 Billion
  • Q3 2025
Number of Shares
105,297
Previous 101,452 3.79%
Holding current value
$3.79 Billion
Previous $3.43 Billion 10.36%
% of portfolio
0.77%
Previous 0.82%

Shares

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

Oct 29, 2025
BUY
N/A
3,845 Added 3.79%
105,297 $3.79 Billion
Q2 2025

Aug 06, 2025
BUY
N/A
67,513 Added 198.92%
101,452 $3.43 Billion
Q1 2025

May 02, 2025
SELL
N/A
-75,518 Reduced 68.99%
33,939 $1.06 Billion
Q4 2024

Feb 11, 2025
SELL
N/A
-13,617 Reduced 11.06%
109,457 $3.41 Billion
Q3 2024

Oct 22, 2024
SELL
N/A
-13,074 Reduced 9.6%
123,074 $4 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
136,148 New
136,148 $4.15 Billion
Q4 2023

Jan 17, 2024
BUY
N/A
24,075 New
24,075 $70.1 Million
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