Latest Period
Q1 2026
Security Snapshot
JPMORGAN TR I - LARGE CAP GWT R6 Institutional Ownership
CUSIP: 48121L841
13F Institutional Holders and Ownership History from Q3 2021 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
448,676
Price
$79.11
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- Type / Class
- Equity / LARGE CAP GWT R6
- Price per share
- $79.11
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 448,676
- Total reported value
- $35,494,831
- % of total 13F portfolios
- 0%
- Share change
- -21,698
- Value change
- -$1,716,532
- Number of holders
- 1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 48121L841 - JPMORGAN TR I - LARGE CAP GWT R6 is tracked under CUSIP 48121L841.
- 1 institution reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 1 between Q4 2025 and Q1 2026.
- Reported value moved from $40,659,162 to $35,494,831.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
48121L841
Latest holder period
Q1 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 48121L841:
As of 31 Mar 2026, 1 institutional investors reported holding 448,676 shares of JPMORGAN TR I - LARGE CAP GWT R6.
Institutional Holders of JPMORGAN TR I - LARGE CAP GWT R6 across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 448,676 | $35,494,831 | -$1,716,532 | $79.11 | 1 |
| 2025 Q4 | 470,374 | $40,659,162 | +$4,861,217 | $86.44 | 1 |
| 2025 Q3 | 414,136 | $40,403,189 | -$479,508 | $97.56 | 1 |
| 2025 Q2 | 419,051 | $37,408,746 | -$1,556,782 | $89.27 | 1 |
| 2025 Q1 | 436,490 | $33,727,593 | -$2,020,961 | $77.27 | 1 |
| 2024 Q4 | 453,070 | $37,940,125 | -$229,113 | $84.29 | 2 |
| 2024 Q3 | 464,973 | $37,388,457 | +$153,089 | $80.41 | 2 |
| 2024 Q2 | 453,874 | $35,629,169 | -$23,775 | $78.54 | 2 |
| 2024 Q1 | 454,177 | $33,295,739 | -$120,969 | $73.31 | 1 |
| 2023 Q4 | 455,870 | $28,774,639 | -$11,497,871 | $63.27 | 2 |
| 2023 Q3 | 662,226 | $36,952,240 | +$12,123,979 | $55.80 | 2 |
| 2023 Q2 | 444,950 | $25,767,065 | -$180,563 | $57.91 | 1 |
| 2023 Q1 | 448,068 | $22,954,531 | -$649,033 | $51.23 | 1 |
| 2022 Q4 | 460,737 | $21,618,000 | +$21,618,000 | $46.92 | 1 |
| 2021 Q4 | 0 | $0 | -$293,000 | $79.11 | 0 |
| 2021 Q3 | 4,269 | $293,000 | +$293,000 | $68.63 | 1 |