JPMORGAN TR II - LRG CAP GROWTH I

Historical Holders from Q1 2014 to Q1 2025

CUSIP
4812C0530
Type / Class
Equity / LRG CAP GROWTH I
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
14K
Holdings value
$1.12M
% of all portfolios
0%
Grand Portfolio weight change
0%
Number of holders
5
Number of buys
3
Number of sells
-1
Average Value change %
+0%
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 Change Price Investors
2025 Q1 4.61K $339K $73.54 1
2024 Q4 14K $1.12M -$148K $79.73 5
2024 Q3 15.9K $1.22M -$104K $76.47 4
2024 Q2 17.3K $1.29M +$1.53K $74.56 6
2024 Q1 17.3K $1.21M -$627K $69.81 5
2023 Q4 27.7K $1.67M -$20.1K $60.14 5
2023 Q3 28K $1.49M -$21.4K $53.10 5
2023 Q2 28.4K $1.57M +$533K $55.14 5
2023 Q1 18.8K $910K -$3.3M $48.38 4
2022 Q4 92.6K $4.14M -$27.8K $44.69 5
2022 Q3 19.4K $865K -$1.52M $44.58 4
2022 Q2 49.9K $2.26M +$1.53M $45.32 3
2022 Q1 19.2K $1.07M $0 $55.62 3
2021 Q4 19.2K $1.2M -$109K $61.95 3
2021 Q3 20.9K $197M -$25M $65.93 3
2021 Q2 21.4K $219M -$52M $65.60 3
2021 Q1 23K $249M -$37.9K $60.39 3
2020 Q4 19.5K $1.17M $0 $60.13 2
2020 Q3 23.6K $1.34M -$2K $56.93 3
2020 Q2 23.6K $1.16M +$123K $48.92 4
2020 Q1 19.9K $716K -$15.1K $35.95 2
2019 Q4 20.2K $823K +$31K $40.67 3
2019 Q3 19.5K $817K $0 $41.95 2
2019 Q2 19.5K $827K +$219K $42.46 2
2019 Q1 14.3K $573K -$45K $40.72 2
2018 Q4 13K $429K +$5.88K $32.97 2
2018 Q3 12.8K $594K $0 $44.80 2
2018 Q2 11.6K $497K $0 $42.82 1
2018 Q1 11.6K $463K $0 $39.89 1
2017 Q4 11.6K $440K $0 $37.91 1
2017 Q3 11.6K $471K -$36K $40.58 1
2017 Q2 12.6K $482K -$388K $36.61 2
2017 Q1 23.6K $835K +$377K $35.41 3
2016 Q4 12.9K $411K +$3.74K $31.60 2
2016 Q3 12.8K $450K -$75K $34.82 2
2016 Q2 15.1K $498K +$49K $33.07 3
2016 Q1 11.9K $397K +$387K $33.28 2
2015 Q4 2.33K $83.2K -$59K $36.07 2
2015 Q3 2.02K $69K -$4.83M $33.79 2
2015 Q2 156K $4.9M -$2.13M $31.35 1
2015 Q1 219K $7.92M +$793K $36.09 2
2014 Q4 197K $6.83M +$186K $34.60 1
2014 Q3 192K $6.46M +$354K $33.64 1
2014 Q2 181K $5.9M +$824K $32.63 2
2014 Q1 156K $4.9M +$2.63M $31.35 1