IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JPMorgan TR II Eqty Income SL

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Williams Jones Wealth Management, Llc.
INCREASED
Shares20,396 from 20,395
Change+1 (0%)
Value$568.2K (+$2.5K)
Filed 2026-11-05
Oakworth Capital, Inc.
NEW
Shares4,011
Change+4,011
Value$111.8K
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares3,434
Change+3,434
Value$99.5K
Filed 2026-10-26
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 5,950
Change-5,950 (-100%)
Value$0 (-$165.1K)
Filed 2026-10-26
Coston, McIsaac & Partners
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 ($0)
Filed 2026-11-06
Ethos Financial Group, LLC
N/A
Shares— from 14,250
Change-14,250 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Status
Williams Jones Wealth Management, Llc.
INCREASED20,39620,395+10%$565.8K$568.2K+$2.5K2026-11-05
Oakworth Capital, Inc.
NEW4,011—+4,011——$111.8K—2026-10-26
Transce3nd, LLC
NEW3,434—+3,434——$99.5K—2026-10-26
Vermillion Wealth Management, Inc.
CLOSED05,950-5,950-100%$165.1K$0-$165.1K2026-10-26
Coston, McIsaac & Partners
CLOSED05-5-100%$0$0$02026-11-06
Ethos Financial Group, LLC
N/A—14,250-14,250-100%$402.4K———
Financial Gravity Companies, Inc.
N/A—239-239-100%$6.6K———
Showing 7 of 7 institutions