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 | Reduced | 6,462 | 528 | 0.01% | 0.01% | 1 | -1 | -0.02% | Q4 2025 | Feb 13, 2026 |
| FULTON BANK, N.A. | History | Reduced | 4,500 | 368 | 0.01% | 0.01% | 2 | -110 | -2.39% | Q4 2025 | Jan 08, 2026 |
| Oakworth Capital, Inc. | History | Added to | 522 | 42 | 0.0% | 0.0% | 3 | +52 | 11.06% | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | No change | 224 | 18 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 41 | 3 | 0.0% | 0.0% | 5 | +4 | 10.81% | Q4 2025 | Jan 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,455 | -100.0% | Q3 2025 | Oct 23, 2025 |