JPMorgan Large Cap Grow-ISEEGX
13F holders, Q4 2025 (December 31)5holders −1
0new positions
1sold out
$81.78avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding JPMorgan Large Cap Grow-I (SEEGX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($529K), Fulton Bank, N.A. ($368K) and Oakworth Capital, Inc. ($43K).
- Company
- JPMorgan Large Cap Grow-I
- CUSIP
- 4812C0530
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $135K |
All 13F filers, Q3 2025 → Q4 2025: 56 shares bought and 1,566 shares sold, net −1,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.0% | 6,462 | $529K |
| Fulton Bank, N.A. | 0.01% | Reduce -2.4% | 4,500 | $368K |
| Oakworth Capital, Inc. | 0.00% | Add +11.1% | 522 | $43K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $18K |
| Kelleher Financial Advisors | 0.00% | Add +10.8% | 41 | $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.