JPMorgan Mid Cap Value-AJAMCX
13F holders, Q1 2026 (March 31)2holders +1
1new positions
0sold out
$30.90avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding JPMorgan Mid Cap Value-A (JAMCX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Carret Asset Management, LLC ($389K) and McIlrath & Eck, LLC ($2K).
- Company
- JPMorgan Mid Cap Value-A
- CUSIP
- 339128308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 75 shares bought, net +75 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Carret Asset Management, LLC | 0.04% | No change | 12,584 | $389K |
| McIlrath & Eck, LLC | 0.00% | New | 75 | $2K |
"% 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.