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 | 8,571 | 89 | 0.01% | 0.01% | 1 | +480 | 5.93% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | New | 5,821 | 60 | 0.01% | — | 2 | +5,821 | New | Q4 2025 | Feb 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,334 | 13 | 0.01% | — | 3 | +1,334 | New | Q4 2025 | Feb 18, 2026 |