Institutional Ownership
Jpmorgan Mid Cap Value Fd-A
CUSIP 339128308FDJAMCXQ1 2026
Institutional Holders
2
13F filers
Shares Held
12.7K
Aggregate institutional
Institutional Value
$391.1K
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Carret Asset Management, LLC | 12.6K | $388.8K | 0 | Held |
| 2 | Mcilrath & Eck, LLC | 75 | $2.3K | +75 | New |