JPMorgan Mid Cap Value-AJAMCX
13F holders, Q2 2025 (June 30)2holders +1
1new positions
0sold out
$35.39avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding JPMorgan Mid Cap Value-A (JAMCX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Carret Asset Management, LLC ($366K) and Brooklyn Investment Group ($47K).
- Company
- JPMorgan Mid Cap Value-A
- CUSIP
- 339128308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $47K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 1,338 shares bought, net +1,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Carret Asset Management, LLC | 0.04% | No change | 10,347 | $366K |
| Brooklyn Investment Group | 0.01% | New | 1,338 | $47K |
"% of holder's portfolio" is JAMCX's weight in each manager's 13F, not the share of JPMorgan Mid Cap Value-A the manager owns.