SEC 13F Intelligence

JPMORGAN SMARTRETIREMENT BLEND 2045 R6

CUSIP 46636U264

Jpmorgan Smartretirement Blend 2045 R6 has 1 institutional holders in Filings Flow’s 13F database, together reporting 150.7K shares worth $6M as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$6M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 1Q4 ’25Q1 ’26: 1Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $6MQ4 ’25Q1 ’26: $6MQ1 ’26Q2 ’26: $7MQ2 ’26filingsflow.com

Holders

Manager% of PortfolioValueSharesQuarter
Grey Fox Wealth Advisors, LLC$637M AUM1.03%$7M153.9KQ2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.