Williams Jones Wealth Management, LLC. - JPMORGAN TR II ownership

JPMORGAN TR II's ticker is and the CUSIP is 4812C0530. A total of 3 filers reported holding JPMORGAN TR II in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of JPMORGAN TR II
ValueSharesWeighting
Q3 2023$343,135
-3.7%
6,4620.0%0.01%0.0%
Q2 2023$356,318
+15.0%
6,4620.0%0.01%0.0%
Q1 2023$309,791
+7.0%
6,4620.0%0.01%0.0%
Q4 2022$289,629
-8.3%
6,462
-8.8%
0.01%
-16.7%
Q3 2022$316,000
-1.6%
7,0880.0%0.01%
+20.0%
Q2 2022$321,000
-18.5%
7,0880.0%0.01%0.0%
Q1 2022$394,000
-10.3%
7,0880.0%0.01%0.0%
Q4 2021$439,000
-6.0%
7,0880.0%0.01%
-28.6%
Q3 2021$467,000
+0.4%
7,0880.0%0.01%0.0%
Q2 2021$465,000
-2.1%
7,088
-9.9%
0.01%0.0%
Q1 2021$475,000
+0.4%
7,8690.0%0.01%
-12.5%
Q4 2020$473,000
+5.6%
7,8690.0%0.01%0.0%
Q3 2020$448,000
+16.4%
7,8690.0%0.01%0.0%
Q2 2020$385,000
+36.0%
7,8690.0%0.01%
+14.3%
Q1 2020$283,000
-11.6%
7,8690.0%0.01%
+16.7%
Q4 2019$320,000
-3.0%
7,8690.0%0.01%
-14.3%
Q3 2019$330,0007,8690.01%
Other shareholders
JPMORGAN TR II shareholders Q2 2021
NameSharesValueWeighting ↓
FULTON BANK, N.A. 11,606$384,0000.04%
WealthPLAN Partners, LLC 1,667$55,132,0000.01%
GLENMEDE TRUST CO NA 1,795$59,0000.00%
View complete list of JPMORGAN TR II shareholders