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JPMorgan TR II

CUSIP: 4812C0530 | 27 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Williams Jones Wealth Management, Llc.6,462
0.0% of portfolio›$558.3K
Fulton Bank, N.A.4,500
0.0% of portfolio›$388.9K
Oakworth Capital, Inc.428
0.0% of portfolio›$37.0K
NBT Bank, N.A.356
0.0% of portfolio›$30.8K
Coston, McIsaac & Partners224
0.0% of portfolio›$19.4K
StyleTurnoverLocationFiled
Williams Jones Wealth Management, Llc.
6,462$558.3K0.0%GrowthLowNew York, NY2026-11-05
Fulton Bank, N.A.
4,500$388.9K0.0%CoreLowLancaster, PA2026-10-14
Oakworth Capital, Inc.
428$37.0K0.0%ETFLowBirmingham, AL2026-10-26
NBT Bank, N.A.
356$30.8K0.0%CoreLowNorwich, NY2026-10-21
Coston, McIsaac & Partners
224$19.4K0.0%ValueLowBar Harbor, ME2026-11-06