JPMorgan Large Cap Grow-ISEEGX
13F holders, Q2 2025 (June 30)4holders
1new positions
1sold out
$84.89avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding JPMorgan Large Cap Grow-I (SEEGX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($549K), Fulton Bank, N.A. ($391K) and Texas Capital Bancshares Inc ($217K).
- Company
- JPMorgan Large Cap Grow-I
- CUSIP
- 4812C0530
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $217K |
| Exits | 1 | $2K |
All 13F filers, Q1 2025 → Q2 2025: 2,558 shares bought and 229 shares sold, net +2,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,463 | $549K |
| Fulton Bank, N.A. | 0.01% | No change | 4,610 | $391K |
| Texas Capital Bancshares Inc | 0.08% | New | 2,558 | $217K |
| Coston, McIsaac & Partners | 0.00% | Reduce -47.9% | 224 | $19K |
"% 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.