JPMORGAN TR I - GROWTH ADVNTG I

Historical Holders from Q2 2014 to Q3 2025

Type / Class
Equity / GROWTH ADVNTG I
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1,668,288
Holdings value
$77,942,442
% of all portfolios
0%
Number of holders
1
Number of buys
1
Average buys %
+0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of JPMORGAN TR I - GROWTH ADVNTG I

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 1,668,288 $77,942,442 +$1,032,092 $46.72 1
2025 Q2 1,646,197 $70,868,816 +$489,307 $43.05 1
2025 Q1 1,634,831 $59,409,822 +$729,781 $36.34 1
2024 Q4 1,614,749 $65,074,438 +$484,205 $40.3 1
2024 Q3 1,602,734 $64,718,426 +$2,049,488 $40.38 1
2024 Q2 1,551,979 $61,427,370 +$1,034,063 $39.58 1
2024 Q1 1,525,142 $56,444,793 +$1,003,601 $36.5 2
2023 Q4 1,498,974 $48,716,307 +$1,930,924 $32.49 3
2023 Q3 1,439,583 $41,548,006 +$6,720,633 $28.82 3
2023 Q2 1,208,444 $35,997,126 +$5,305,483 $29.06 3
2023 Q1 1,030,348 $27,035,656 +$21,848,206 $26.23 3
2022 Q4 198,330 $4,626,652 +$4,471,000 $23.33 3
2022 Q3 1,170 $26,000 +$26,000 $22.22 1
2022 Q1 0 $0 -$213,000 0
2021 Q4 6,373 $213,000 +$213,000 $33.42 1
2020 Q3 0 $0 -$5,000 0
2020 Q2 28,092 $738,000 +$5,000 $26.94 2
2020 Q1 27,911 $552,000 -$517,706 $19.78 1
2019 Q4 54,088 $1,225,000 $22.65 1
2019 Q3 54,088 $1,198,000 $22.15 1
2019 Q2 54,088 $1,218,000 -$12,000 $22.52 1
2019 Q1 54,635 $1,178,000 -$569,462 $21.75 2
2018 Q4 80,504 $1,471,000 +$122,443 $18.27 1
2018 Q3 73,803 $1,791,000 $24.27 1
2018 Q2 73,803 $1,650,000 $22.36 1
2018 Q1 73,803 $1,547,000 -$133,460 $20.96 1
2017 Q4 80,170 $1,621,000 +$1,621,000 $20.22 1
2016 Q3 0 $0 -$76,149,000 0
2016 Q2 5,163 $76,149,000 $14,748.98 1
2015 Q4 5,163 $79,195,000 +$79,195,000 $15,338.95 1
2015 Q2 0 $0 -$197,000 0
2015 Q1 12,712 $197,000 +$197,000 $15.5 1
2014 Q3 0 $0 -$35,000 0
2014 Q2 2,442 $35,000 +$35,000 $14.33 1