JPMORGAN TR I - LARGE CAP GWT R6

Historical Holders from Q3 2021 to Q3 2025

Type / Class
Equity / LARGE CAP GWT R6
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
414,136
Holdings value
$40,403,189
% of all portfolios
0%
Number of holders
1
Number of sells
-1
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of JPMORGAN TR I - LARGE CAP GWT R6

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
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 $55.8 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 0
2021 Q3 4,269 $293,000 +$293,000 $68.63 1