JPMORGAN TRUST II - WOBDX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Westside Investment Management, Inc. | History | Added to | 56,464 | 584 | 0.09% | 0.01% | 1 | +47,893 | 558.78% | Q1 2026 | May 04, 2026 |
| Coston, McIsaac & Partners | History | Added to | 8,062 | 83 | 0.02% | 0.01% | 2 | +2,241 | 38.5% | Q1 2026 | Apr 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,334 | -100.0% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 19, 2026 |