JPMorgan Large Cap Grow-ISEEGX
13F holders, Q2 2024 (June 30)6holders +1
1new positions
0sold out
$74.68avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding JPMorgan Large Cap Grow-I (SEEGX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($684K), Williams Jones Wealth Management, LLC. ($483K) and Westside Investment Management, Inc. ($105K).
- Company
- JPMorgan Large Cap Grow-I
- CUSIP
- 4812C0530
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 21 shares bought, net +21 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fulton Bank, N.A. | 0.03% | No change | 9,152 | $684K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,462 | $483K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,399 | $105K |
| Coston, McIsaac & Partners | 0.01% | No change | 222 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 39 | $3K |
| RFP Financial Group LLC | 0.00% | New | 21 | $2K |
"% 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.