Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / LRG CAP GROWTH I
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Number of holders
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4
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Total 13F shares, excl. options
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18.8K
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Shares change
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-73.8K
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Total reported value, excl. options
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$910K
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Value change
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-$3.3M
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Number of sells
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-1
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Price
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$48.38
Significant Holders of JPMORGAN TR II - LRG CAP GROWTH I as of Q1 2023
5 filings reported holding 4812C0530 - JPMORGAN TR II - LRG CAP GROWTH I as of Q1 2023.
JPMORGAN TR II - LRG CAP GROWTH I has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18.8K shares
.
Largest 5 shareholders include Fulton Bank, N.A. (9.15K shares), Williams Jones Wealth Management, LLC. (6.46K shares), Westside Investment Management, Inc. (2.95K shares), Coston, McIsaac & Partners (222 shares), and Register Financial Advisors LLC (0 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.