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JPMorgan TR I U S Equity FD CL I
Q3 2024 vs Q4 2025
Comparing institutional holders between quarters
Quarters
Q4 2025
Q3 2024
Q2 2024
Q4 2023
Q2 2022
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
1
New
1
Closed
0
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q4 2025 shares — high to low
Q4 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q4 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Garton & Associates Financial Advisors LLC
NEW
Shares
239
Change
+239
Value
$6.4K
Filed 2026-02-18
Bull Oak Capital, LLC
CLOSED
Shares
0
from 575
Change
-575
(-100%)
Value
$0
(-$14.9K)
Filed 2026-02-02
Institution
Status
Q4 2025 ↓
Q3 2024
Change
% Change
Q3 2024 Value
Q4 2025 Value
Value Change
Filed
Garton & Associates Financial Advisors LLC
NEW
239
—
+239
—
—
$6.4K
—
2026-02-18
Bull Oak Capital, LLC
CLOSED
0
575
-575
-100%
$14.9K
$0
-$14.9K
2026-02-02
Showing 2 of 2 institutions