SEEGX
JPMorgan Large Cap Growth Fund I Class
1W: -0.5%
1M: +4.0%
3M: +1.4%
YTD: +5.7%
1Y: +3.5%
3Y: +82.6%
5Y: +40.0%
$87.32
+0.82 (+0.95%)
Weekly Expected Move ±1.6%
$84
$85
$86
$88
$89
Institutional Ownership — SEEGX
7
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
2
New Positions
1
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 6,462 | 564K | — | +0.0% | 28Q | SEC ↗ |
| 2 | Fulton Bank, N.A. | 4,500 | 393K | — | +0.0% | 25Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 1,618 | 141K | — | +0.0% | 1Q | SEC ↗ |
| 4 | NBT BANK, N.A. NEW | 508 | 44K | — | +0.0% | 1Q | SEC ↗ |
| 5 | OAKWORTH CAPITAL, INC. | 428 | 37K | -94 | -18.0% | 4Q | SEC ↗ |
| 6 | Coston, McIsaac & Partners | 224 | 20K | -1,554 | -87.4% | 16Q | SEC ↗ |
| 7 | McIlrath & Eck, LLC NEW | 156 | 14K | — | +0.0% | 1Q | SEC ↗ |
| 8 | KELLEHER FINANCIAL ADVISORS | 82 | 7K | +41 | +100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 1,618 | 141K |
| NBT BANK, N.A. | 508 | 44K |
| McIlrath & Eck, LLC | 156 | 14K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +41 | +100.0% | 82 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | -1,554 | -87.4% | 224 |
| OAKWORTH CAPITAL, INC. | -94 | -18.0% | 428 |