JPMorgan Large Cap Grow-ISEEGX
13F holders, Q3 2025 (September 30)6holders +2
3new positions
1sold out
$92.65avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding JPMorgan Large Cap Grow-I (SEEGX) in their 13F filings, up 2 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($599K), Fulton Bank, N.A. ($427K) and Vermillion Wealth Management, Inc. ($135K).
- Company
- JPMorgan Large Cap Grow-I
- CUSIP
- 4812C0530
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $182K |
| Exits | 1 | $217K |
All 13F filers, Q2 2025 → Q3 2025: 1,962 shares bought and 2,558 shares sold, net −596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,463 | $599K |
| Fulton Bank, N.A. | 0.01% | No change | 4,610 | $427K |
| Vermillion Wealth Management, Inc. | 0.04% | New | 1,455 | $135K |
| Oakworth Capital, Inc. | 0.00% | New | 470 | $44K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $20K |
| Kelleher Financial Advisors | 0.00% | New | 37 | $3K |
"% 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.