Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / LRG CAP GROWTH I
-
Total 13F shares
-
27,709
-
Share change
-
-334
-
Total reported value
-
$1,667,909
-
Price per share
-
$60.14
-
Number of holders
-
5
-
Value change
-
-$20,101
-
Number of sells
-
1
Institutional Holders of JPMORGAN TR II - LRG CAP GROWTH I as of Q4 2023
As of 31 Dec 2023,
JPMORGAN TR II - LRG CAP GROWTH I was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,709 shares.
The largest 5 holders included
RIVERBRIDGE PARTNERS LLC, FULTON BANK, N.A., Williams Jones Wealth Management, LLC., Westside Investment Management, Inc., and Coston, McIsaac & Partners.
This page lists
5
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.