JPMorgan Large Cap Value-IHLQVX

13F holders, Q4 2024 (December 31)
1holders
1new positions
1sold out
$18.18avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding JPMorgan Large Cap Value-I (HLQVX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holder was Coston, McIsaac & Partners ($2K).

Company
JPMorgan Large Cap Value-I
CUSIP
4812C1595
Latest filing quarter
Q4 2024

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$2K
Exits1$29K

All 13F filers, Q3 2024 → Q4 2024: 110 shares bought and 1,427 shares sold, net −1,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Coston, McIsaac & Partners 0.00% New 110 $2K

"% of holder's portfolio" is HLQVX's weight in each manager's 13F, not the share of JPMorgan Large Cap Value-I the manager owns.