JPMorgan Large Cap Growth C's ticker is and the CUSIP is 4812C0522.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $227,073 | +12.8% | 6,411 | 0.0% | 0.07% | +7.2% |
| Q1 2023 | $201,366 | -10.1% | 6,411 | +4.5% | 0.07% | +21.1% |
| Q1 2022 | $224,000 | -10.4% | 6,137 | 0.0% | 0.06% | -6.6% |
| Q4 2021 | $250,000 | +8.2% | 6,137 | +22.9% | 0.06% | +1.7% |
| Q3 2021 | $231,000 | +0.4% | 4,992 | 0.0% | 0.06% | +5.3% |
| Q2 2021 | $230,000 | +4.5% | 4,992 | 0.0% | 0.06% | +1.8% |
| Q1 2021 | $220,000 | – | 4,992 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENCOMPASS WEALTH ADVISORS, LLC | 6,137 | $250,000 | 0.06% |