Across its top 1 institutional holders, JNYAX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 21/100, avg. turnover score 12/100).
Quarterly Activity
Recent Activity
+$2.5M
Total Buy Value
$0.0
Total Sell Value
New buy0
Trim0
Add1
Sold out0
1
Net Buyers
0
Net Sellers
Smart Money Convergence
JNYAX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Insider Trading (Form 4)
Form 144 Pre-Sale Notices
No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
No Form 8-K filings for this ticker
CUSIP
46636U199
FAQ
Who are the top institutional investors holding JPMRGN SMRTRTR BLND 2050-R6 (JNYAX)?
Major stakeholders currently include Grey Fox Wealth Advisors, LLC ($2.5M). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in JNYAX.
What is the overall institutional sentiment toward JNYAX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $33.9K, driven by 1 managers accumulating shares while 0 reduced their exposure.
Which institutions have been selling or reducing their JNYAX positions?
In the latest period, no tracked funds trimmed or exited their positions in JNYAX.
Are there any notable investors adding JNYAX to their portfolios?
Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.5M.
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