JPMORGAN TR I US EQT FD INST's ticker is and the CUSIP is 4812A1142.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $242,000 | -4.7% | 11,485 | +0.1% | 0.01% | +14.3% |
| Q4 2021 | $254,000 | -36.8% | 11,469 | -37.9% | 0.01% | -46.2% |
| Q3 2021 | $402,000 | +0.8% | 18,475 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $399,000 | +7.8% | 18,450 | +0.2% | 0.01% | 0.0% |
| Q1 2021 | $370,000 | – | 18,422 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 10,382 | $225,000 | 0.05% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 18,450 | $399,000 | 0.01% |