JPMorgan Large Cap Grow-ISEEGX
13F holders, Q4 2024 (December 31)5holders +1
1new positions
0sold out
$79.67avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding JPMorgan Large Cap Grow-I (SEEGX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($515K), Fulton Bank, N.A. ($368K) and Texas Capital Bancshares Inc ($204K).
- Company
- JPMorgan Large Cap Grow-I
- CUSIP
- 4812C0530
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $204K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 2,690 shares bought and 4,542 shares sold, net −1,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,462 | $515K |
| Fulton Bank, N.A. | 0.01% | Reduce -49.6% | 4,610 | $368K |
| Texas Capital Bancshares Inc | 0.08% | New | 2,558 | $204K |
| Coston, McIsaac & Partners | 0.01% | Add +0.9% | 224 | $17K |
| Tucker Asset Management LLC | 0.00% | Add +206.3% | 193 | $15K |
"% 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.