JPMorgan Large Cap Grow-ISEEGX
13F holders, Q1 2024 (March 31)5holders
$69.80avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding JPMorgan Large Cap Grow-I (SEEGX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($639K), Williams Jones Wealth Management, LLC. ($451K) and Westside Investment Management, Inc. ($98K).
- Company
- JPMorgan Large Cap Grow-I
- CUSIP
- 4812C0530
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 1 | $630K |
Ownership 5 holders
| Fulton Bank, N.A. | 0.03% | No change | 9,152 | $639K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,462 | $451K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,399 | $98K |
| Coston, McIsaac & Partners | 0.00% | No change | 222 | $15K |
| Tucker Asset Management LLC | 0.00% | New | 39 | $3K |
"% 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.