JPMorgan Mid Cap Value-AJAMCX

13F holders, Q3 2025 (September 30)
1holders −1
0new positions
1sold out
$36.57avg. 13F price*

At the end of Q3 2025, 1 institutions reported holding JPMorgan Mid Cap Value-A (JAMCX) in their 13F filings, down 1 from Q2 2025. 0 opened new positions and 1 sold out. The largest holder was Carret Asset Management, LLC ($378K).

Company
JPMorgan Mid Cap Value-A
CUSIP
339128308
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions0$0
Exits1$47K

All 13F filers, Q2 2025 → Q3 2025: 1,338 shares sold, net −1,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Carret Asset Management, LLC 0.04% No change 10,347 $378K

"% 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.