JPMorgan Invest Balance-AOGIAX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$16.59avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding JPMorgan Invest Balance-A (OGIAX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Tucker Asset Management LLC ($14K).
- Company
- JPMorgan Invest Balance-A
- CUSIP
- 4812C1884
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 4 shares bought, net +4 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Tucker Asset Management LLC | 0.00% | Add +0.5% | 838 | $14K |
"% of holder's portfolio" is OGIAX's weight in each manager's 13F, not the share of JPMorgan Invest Balance-A the manager owns.