JPMORGAN TR I - LARGE CAP GWT R6 Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / LARGE CAP GWT R6
Price per share
$86.44
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
414,136
Total reported value
$40,403,189
% of total 13F portfolios
0%
Share change
-4,915
Value change
-$479,508
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 1 institutional investors reported holding 414,136 shares of JPMORGAN TR I - LARGE CAP GWT R6.

Institutional Holders of JPMORGAN TR I - LARGE CAP GWT R6 across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 470,374 $40,659,162 +$4,861,218 $86.44 1
2025 Q3 414,136 $40,403,189 -$479,508 $97.56 1
2025 Q2 419,051 $37,408,746 -$1,556,783 $89.27 1
2025 Q1 436,490 $33,727,593 -$2,020,960 $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 -$11,497,873 $63.27 2
2023 Q3 662,226 $36,952,240 +$12,123,981 $55.80 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 +$21,618,010 $46.92 1
2021 Q4 0 $0 -$293,000 $86.44 0
2021 Q3 4,269 $293,000 +$293,000 $68.63 1