JPMORGAN TR II - LRG CAP GROWTH I

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / LRG CAP GROWTH I
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
13,259
Holdings value
$1,228,433
% of all portfolios
0%
Number of holders
6
Number of buys
3
Number of sells
-1
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of JPMORGAN TR II - LRG CAP GROWTH I

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 13,259 $1,228,433 -$35,286 $92.7 6
2025 Q2 13,855 $1,176,119 +$198,010 $84.89 4
2025 Q1 11,526 $846,834 -$187,357 $72.91 4
2024 Q4 14,047 $1,119,093 -$147,691 $79.73 5
2024 Q3 15,899 $1,215,862 -$104,295 $76.47 4
2024 Q2 17,295 $1,291,602 +$1,534 $74.56 6
2024 Q1 17,274 $1,205,716 -$627,190 $69.81 5
2023 Q4 27,709 $1,667,909 -$20,101 $60.14 5
2023 Q3 28,043 $1,488,340 -$21,402 $53.1 5
2023 Q2 28,446 $1,568,201 +$532,907 $55.14 5
2023 Q1 18,782 $910,484 -$3,299,886 $48.38 4
2022 Q4 92,555 $134,901,515 -$27,774 $44.73 5
2022 Q3 19,401 $132,246,000 -$1,518,000 $44.58 4
2022 Q2 52,881 $166,190,000 +$1,527,000 $45.33 4
2022 Q1 19,186 $164,831,000 $55.62 3
2021 Q4 19,186 $197,201,000 -$108,667 $61.95 3
2021 Q3 20,940 $197,381,000 -$25,045,315 $65.93 3
2021 Q2 21,389 $219,139,000 -$52,013,780 $65.6 3
2021 Q1 22,962 $249,421,000 -$497,388,423 $60.39 3
2020 Q4 31,830 $349,831,000 +$232,562,287 $60.14 3
2020 Q3 23,589 $235,278,000 -$2,000 $56.95 3
2020 Q2 23,634 $202,206,000 +$142,529,083 $48.93 4
2020 Q1 21,117 $116,636,000 -$15,115 $35.96 3
2019 Q4 20,247 $823,000 +$31,000 $40.67 3
2019 Q3 19,475 $817,000 $41.95 2
2019 Q2 19,475 $827,000 +$219,000 $42.46 2
2019 Q1 14,345 $573,000 -$45,000 $40.72 2
2018 Q4 12,976 $429,000 +$5,880 $32.97 2
2018 Q3 12,797 $594,000 $44.8 2
2018 Q2 11,606 $497,000 $42.82 1
2018 Q1 11,606 $463,000 $39.89 1
2017 Q4 11,606 $440,000 $37.91 1
2017 Q3 11,606 $471,000 -$36,000 $40.58 1
2017 Q2 12,641 $482,000 -$388,000 $36.61 2
2017 Q1 23,583 $835,000 +$377,496 $35.41 3
2016 Q4 12,943 $411,000 +$3,738 $31.6 2
2016 Q3 12,824 $450,000 -$55,151,897 $34.82 2
2016 Q2 15,068 $55,575,000 -$11,857,131 $33.09 3
2016 Q1 11,907 $397,000 +$387,000 $33.28 2
2015 Q4 2,328 $72,164,000 +$72,094,000 $17,816.25 2
2015 Q3 2,018 $69,000 -$4,826,269 $33.79 2
2015 Q2 156,149 $4,895,269 -$2,126,843 $31.35 1
2015 Q1 219,329 $7,920,000 +$793,302 $36.09 2
2014 Q4 197,319 $6,827,227 +$185,629 $34.6 1
2014 Q3 191,954 $6,457,349 +$353,948 $33.64 1
2014 Q2 181,488 $5,902,462 +$824,482 $32.63 2
2014 Q1 156,149 $4,895,269 +$2,626,533 $31.35 1