Security Snapshot

JPMORGAN TR II - MID CAP GWH R6 Institutional Ownership

CUSIP: 4812C2288

13F Institutional Holders and Ownership History from Q1 2018 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

1

Shares (Excl. Options)

272,685

Price

$48.77

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Latest holder snapshot 4 signals
Portfolio coverage rank
0%
Share change
-25,752
Value change
-$1,255,927
Number of holders
1
Issuer context Names, identifiers, and filing context for this profile. 1 identity field
SEC-reported price per share
$48.77
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • 4812C2288 - JPMORGAN TR II - MID CAP GWH R6 is tracked under CUSIP 4812C2288.
  • 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.
  • SEC-reported value moved from $15,441,180 to $13,298,867.

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

Latest holder context comes from 1 institution filings for Q1 2026.

Open SEC evidence

Security key

4812C2288

Latest holder period

Q1 2026

13F holders

1

13D/G owners

0

CIK / CUSIP context first

As of 31 Mar 2026, 1 institutional investors reported holding 272,685 shares of JPMORGAN TR II - MID CAP GWH R6.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
33
Latest
Q1 2026
Rows shown
1-25 of 33
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 272,685 $13,298,867 -$1,255,927 $48.77 1
2025 Q4 298,437 $15,441,180 +$522,834 $51.74 1
2025 Q3 288,332 $16,720,411 -$305,898 $57.99 1
2025 Q2 293,607 $16,289,354 -$755,695 $55.48 1
2025 Q1 307,228 $14,430,522 +$449,336 $46.97 1
2024 Q4 297,656 $15,394,810 +$1,249,713 $51.81 2
2024 Q3 273,440 $14,377,526 -$670,187 $52.58 1
2024 Q2 286,186 $14,652,766 -$581,685 $51.20 1
2024 Q1 297,547 $15,802,755 -$18,589 $53.11 1
2023 Q4 297,897 $14,349,726 -$343,934 $48.17 1
2023 Q3 305,037 $12,979,366 -$97,567 $42.55 1
2023 Q2 307,330 $13,817,597 -$387,736 $44.96 1
2023 Q1 315,954 $13,295,377 +$201,564 $42.08 1
2022 Q4 311,164 $12,151,000 +$10,114 $39.05 1
2022 Q3 310,905 $11,532,000 +$45,512 $37.09 1
2022 Q2 309,678 $11,684,000 +$176,989 $37.73 1
2022 Q1 304,987 $14,493,000 -$553,609 $47.52 1
2021 Q4 316,637 $17,051,000 +$1,587,938 $53.85 1
2021 Q3 287,149 $16,230,000 -$461,382 $56.52 1
2021 Q2 295,312 $16,945,000 -$645,754 $57.38 1
2021 Q1 306,566 $16,401,000 +$314,093 $53.50 1
2020 Q4 300,695 $15,874,000 +$1,539,439 $52.79 1
2020 Q3 271,534 $13,180,000 -$479,274 $48.54 1
2020 Q2 281,408 $12,402,000 +$124,766 $44.07 1
2020 Q1 278,577 $9,265,000 -$1,138,498 $33.26 1
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