| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
| WILLIAMS JONES & ASSOCIATES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
| J.P. Marvel Investment Advisors, LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q3 2019 | 3 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 2 |
| Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own JPMORGAN TR I US EQT FD INST or have owned JPMORGAN TR I US EQT FD INST in the past.