JPMORGAN TRUST II - SEEGX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | History | No change | 6,462 | 483 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FULTON BANK, N.A. | History | No change | 4,500 | 336 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,778 | 133 | 0.03% | 0.0% | 3 | +1,554 | 693.75% | Q1 2026 | Apr 22, 2026 |
| Oakworth Capital, Inc. | History | No change | 522 | 39 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| McIlrath & Eck, LLC | History | New | 156 | 11 | 0.0% | — | 5 | +156 | New | Q1 2026 | May 19, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 41 | 3 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 08, 2026 |