JPMorgan US Equity-LJMUEX

13F holders, Q2 2026 (June 30)
2holders
1new positions
0sold out
$28.11avg. 13F price*

At the end of Q2 2026, 2 institutions reported holding JPMorgan US Equity-L (JMUEX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($392K) and Oakworth Capital, Inc. ($4K).

Company
JPMorgan US Equity-L
CUSIP
4812A1142
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$392K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 13,930 shares bought, net +13,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Wealthspire Advisors, LLC 0.00% New 13,929 $392K
Oakworth Capital, Inc. 0.00% Add +0.7% 144 $4K

"% of holder's portfolio" is JMUEX's weight in each manager's 13F, not the share of JPMorgan US Equity-L the manager owns.