JPMorgan Large Cap Grow-ISEEGX
13F holders, Q3 2024 (September 30)4holders −2
0new positions
2sold out
$76.47avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding JPMorgan Large Cap Grow-I (SEEGX) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Fulton Bank, N.A. ($700K), Williams Jones Wealth Management, LLC. ($494K) and Coston, McIsaac & Partners ($17K).
- Company
- JPMorgan Large Cap Grow-I
- CUSIP
- 4812C0530
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $106K |
All 13F filers, Q2 2024 → Q3 2024: 24 shares bought and 1,420 shares sold, net −1,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.03% | No change | 9,152 | $700K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,462 | $494K |
| Coston, McIsaac & Partners | 0.00% | No change | 222 | $17K |
| Tucker Asset Management LLC | 0.00% | Add +61.5% | 63 | $5K |
"% 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.