| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GLENMEDE TRUST CO NA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 15 |
| Coston, McIsaac & Partners | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
| RIVERBRIDGE PARTNERS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
This page lists all the filers that currently own JPMORGAN TAX AWARE EQUITY FUND or have owned JPMORGAN TAX AWARE EQUITY FUND in the past.