BTR CAPITAL MANAGEMENT INC - JPMORGAN INCOME BUILDER FUND ownership

JPMORGAN INCOME BUILDER FUND's ticker is and the CUSIP is 4812A3254. A total of 1 filers reported holding JPMORGAN INCOME BUILDER FUND in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BTR CAPITAL MANAGEMENT INC ownership history of JPMORGAN INCOME BUILDER FUND
ValueSharesWeighting
Q1 2021$2,377,000
+7.1%
210,199
+5.3%
0.35%
-0.3%
Q4 2020$2,220,000
+8.3%
199,608
+0.5%
0.35%
-4.4%
Q3 2020$2,050,000
+5.9%
198,656
+2.7%
0.36%0.0%
Q2 2020$1,936,000
+20.3%
193,400
+10.5%
0.36%
+2.0%
Q1 2020$1,609,000
-8.2%
175,037
+8.5%
0.36%
+17.9%
Q4 2019$1,753,000
+3.2%
161,263
+1.5%
0.30%
-5.3%
Q3 2019$1,698,000
-8.9%
158,860
-9.3%
0.32%
-8.1%
Q2 2019$1,863,000
+8.4%
175,117
+6.5%
0.35%
+5.2%
Q1 2019$1,718,000
+785.6%
164,403
+734.8%
0.33%
+704.9%
Q4 2018$194,000
-5.8%
19,6930.0%0.04%
+13.9%
Q3 2018$206,00019,6930.04%
Other shareholders
JPMORGAN INCOME BUILDER FUND shareholders Q3 2023
NameSharesValueWeighting ↓
Almanack Investment Partners, LLC. 10,802$124,0000.01%
GOFEN & GLOSSBERG LLC /IL/ 11,428$131,0000.00%
View complete list of JPMORGAN INCOME BUILDER FUND shareholders