JPMRGN SMRTRTR BLND 2040-R6 (JOBYX) Institutional Ownership and Insiders Activity

JPMRGN SMRTRTR BLND 2040-R6 (JOBYX) is widely held by institutional investors, with 1 firm reporting positions valued at approximately $4.45M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Grey Fox Wealth Advisors, Llc is the largest disclosed holder, reporting approximately $4.45M in JOBYX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Grey Fox Wealth Advisors, Llc representing the majority of disclosed value.