JPMorgan US Equity-IJUESX

13F holders, Q3 2024 (September 30)
1holders
0new positions
0sold out
$25.96avg. 13F price*

At the end of Q3 2024, 1 institutions reported holding JPMorgan US Equity-I (JUESX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Bull Oak Capital, LLC ($15K).

Company
JPMorgan US Equity-I
CUSIP
4812A1159
Latest filing quarter
Q4 2025

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2025: 1Q4 2025

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 1 shares bought, net +1 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Bull Oak Capital, LLC 0.01% Add +0.2% 575 $15K

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