Grey Fox Wealth Advisors, LLC JTYBX β€” JPMORGAN SMARTRETIREMENT BLEND 2055 R6

Ownership history in Grey Fox Wealth Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

Grey Fox Wealth Advisors, LLC reported JPMORGAN SMARTRETIREMENT BLEND 2055 R6 (JTYBX) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.41% in 2024 Q2. The latest visible filing shows JTYBX at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JTYBX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grey Fox Wealth Advisors, LLC's position in JPMORGAN SMARTRETIREMENT BLEND 2055 R6, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JTYBX was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JTYBX stock page Grey Fox Wealth Advisors, LLC fund profile Grey Fox Wealth Advisors, LLC full holdings
How Grey Fox Wealth Advisors, LLC held JTYBX β€” position size vs. price
% of Fund (quarterly)    JTYBX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 45,784 -4,927 -9.7% 0.34% $1.7M 2026-04-21 $40.85
2025 Q4 ADDED β€” β€” β€” 50,711 +3,434 +7.3% 0.40% $2.0M 2026-02-12 $40.06
2025 Q3 ADDED β€” β€” β€” 47,277 +157 +0.3% 0.37% $1.8M 2025-10-29 $38.36
2025 Q2 ADDED β€” β€” β€” 47,120 +6,018 +14.6% 0.40% $1.7M 2025-08-06 $35.50
2024 Q4 ADDED β€” β€” β€” 41,102 +2,490 +6.4% 0.37% $1.3M 2025-02-11 $33.28
2024 Q3 ADDED β€” β€” β€” 38,612 +2,170 +6.0% 0.37% $1.3M 2024-10-22 $32.48
2024 Q2 INITIATED β€” β€” β€” 36,442 β€” β€” 0.41% $1.2M 2024-07-30 $30.85

FAQ About Grey Fox Wealth Advisors, LLC and JTYBX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grey Fox Wealth Advisors, LLC reported owning JTYBX?

Grey Fox Wealth Advisors, LLC reported JTYBX across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported JTYBX position in Grey Fox Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for JTYBX was 0.41% in 2024 Q2.

What is the latest reported JTYBX position on this page?

The most recent filing on this page is 2026 Q1, when Grey Fox Wealth Advisors, LLC reported 45,784 shares, equal to 0.34% of portfolio, with an estimated market value of $1.7M.

What does the chart on this JTYBX ownership page compare?

The chart compares Grey Fox Wealth Advisors, LLC's quarterly JTYBX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grey Fox Wealth Advisors, LLC time their JTYBX position?

Based on 13F filing dates vs. subsequent JTYBX price moves, Grey Fox Wealth Advisors, LLC correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on JTYBX relative to SPY over the holding period was -0.1%.

← Back to Grey Fox Wealth Advisors, LLC Holdings