Institutional Ownership
Jpmorgan Tr II Eqty Income Sl
CUSIP 4812C0498MFHLIEXQ1 2026
Institutional Holders
2
13F filers
Shares Held
23.3K
Aggregate institutional
Institutional Value
$510.7K
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
Increased1
Decreased0
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 20.4K | $510.7K | +2 | Added |
| 2 | Coston, Mcisaac & Partners | 2.9K | $72 | +2.9K | New |