JPMORGAN TR I's ticker is and the CUSIP is 46636U876.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $74,248,000 | +9.0% | 4,013,406 | +6.9% | 6.99% | +6.0% |
| Q2 2019 | $68,132,000 | +4.2% | 3,755,845 | +0.4% | 6.59% | +0.2% |
| Q1 2019 | $65,391,000 | +13.2% | 3,740,905 | +2.7% | 6.58% | -3.1% |
| Q4 2018 | $57,742,000 | -6.0% | 3,643,025 | +7.4% | 6.79% | +18.5% |
| Q3 2018 | $61,444,000 | +11.9% | 3,390,937 | +5.6% | 5.73% | +15.1% |
| Q2 2018 | $54,932,000 | +14.4% | 3,212,445 | +13.4% | 4.98% | +8.4% |
| Q1 2018 | $47,997,000 | – | 2,831,695 | – | 4.60% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wallington Asset Management, LLC | 206,467 | $4,660 | 1.01% |
| DIVIDEND ASSETS CAPITAL, LLC | 754 | $17 | 0.00% |