JPMorgan Large Cap Grow-ISEEGX
13F holders, Q2 2026 (June 30)7holders +1
2new positions
0sold out
$87.86avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding JPMorgan Large Cap Grow-I (SEEGX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($568K), Fulton Bank, N.A. ($396K) and Vermillion Wealth Management, Inc. ($142K).
- Company
- JPMorgan Large Cap Grow-I
- CUSIP
- 4812C0530
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $187K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 2,167 shares bought and 1,648 shares sold, net +519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,462 | $568K |
| Fulton Bank, N.A. | 0.01% | No change | 4,500 | $396K |
| Vermillion Wealth Management, Inc. | 0.03% | New | 1,618 | $142K |
| NBT Bank, N.A. | 0.00% | New | 508 | $45K |
| Oakworth Capital, Inc. | 0.00% | Reduce -18.0% | 428 | $37K |
| Coston, McIsaac & Partners | 0.00% | Reduce -87.4% | 224 | $19K |
| Kelleher Financial Advisors | 0.00% | Add +100.0% | 82 | $7K |
"% of holder's portfolio" is SEEGX's weight in each manager's 13F, not the share of JPMorgan Large Cap Grow-I the manager owns.