SEEGX
JPMorgan Large Cap Growth Fund I Class
1W: -3.7%
1M: -8.1%
3M: -12.6%
YTD: -11.6%
1Y: +9.5%
3Y: +71.0%
5Y: +37.3%
$75.56
+0.02 (+0.03%)
Weekly Expected Move ±2.5%
$69
$71
$73
$75
$76
Institutional Ownership — SEEGX
5
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
2
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 6,462 | $488K | -1 | -0.0% | 26Q | SEC ↗ |
| 2 | FULTON BANK, N.A. | 4,500 | $340K | -110 | -2.4% | 40Q | SEC ↗ |
| 3 | Oakworth Capital, Inc. | 522 | $39K | +52 | +11.1% | 2Q | SEC ↗ |
| 4 | Coston, McIsaac & Partners | 224 | $17K | — | +0.0% | 14Q | SEC ↗ |
| 5 | KELLEHER FINANCIAL ADVISORS | 41 | $3K | +4 | +10.8% | 2Q | SEC ↗ |
| 6 | Vermillion Wealth Management, Inc. | 0 | $0K | -1,455 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 1,455 | $110K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Oakworth Capital, Inc. | +52 | +11.1% | 522 |
| KELLEHER FINANCIAL ADVISORS | +4 | +10.8% | 41 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FULTON BANK, N.A. | -110 | -2.4% | 4,500 |
| Williams Jones Wealth Management, L | -1 | -0.0% | 6,462 |