| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TELEMUS CAPITAL, LLC | 10 | 10 | 0.08% | 0.45% | 3.75% | Q3 2013 | Q4 2015 | 10 |
| Janney Montgomery Scott LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q3 2013 | Q2 2015 | 8 |
| Coston, McIsaac & Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
| Williams Jones Wealth Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
| Register Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
| TELEMUS BEACON INVESTMENT Co LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
| WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| Telemus Investment Management, LLC | 1 | 1 | 4.94% | 4.94% | 4.94% | Q2 2013 | Q2 2013 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
This page lists all the filers that currently own JP MORGAN MID-CAP VALUE FUND S or have owned JP MORGAN MID-CAP VALUE FUND S in the past.