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 | 568 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FULTON BANK, N.A. | History | No change | 4,500 | 395 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1,618 | 142 | 0.03% | — | 3 | +1,618 | New | Q2 2026 | Jul 15, 2026 |
| NBT BANK, N.A. | History | New | 508 | 44 | 0.0% | — | 4 | +508 | New | Q2 2026 | Jul 29, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 428 | 36 | 0.0% | 0.0% | 5 | -94 | -18.01% | Q2 2026 | Jul 22, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 224 | 19 | 0.0% | 0.03% | 6 | -1,554 | -87.4% | Q2 2026 | Aug 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 156 | 11 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 82 | 7 | 0.0% | 0.0% | 8 | +41 | 100.0% | Q2 2026 | Aug 06, 2026 |