JPMorgan Large Cap Grow-ISEEGX
13F holders, Q1 2025 (March 31)4holders −1
1new positions
2sold out
$73.47avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding JPMorgan Large Cap Grow-I (SEEGX) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($475K), Fulton Bank, N.A. ($339K) and Coston, McIsaac & Partners ($31K).
- Company
- JPMorgan Large Cap Grow-I
- CUSIP
- 4812C0530
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 2 | $219K |
All 13F filers, Q4 2024 → Q1 2025: 230 shares bought and 2,751 shares sold, net −2,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 6,463 | $475K |
| Fulton Bank, N.A. | 0.01% | No change | 4,610 | $339K |
| Coston, McIsaac & Partners | 0.01% | Add +92.0% | 430 | $31K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 23 | $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.