JPMORGAN TR I - LARGE CAP GWT R6

Historical Portfolio Holders from Q3 2021 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / LARGE CAP GWT R6
Shares, excl. options Q1 2024
454 K
Holdings value Q1 2024
$33.3 M
Value change Q1 2024
-$121 K
Grand Portfolio weight change Q1 2024
0%
Number of holders
1
Number of buys Q1 2024
0
Number of sells Q1 2024
-2
Average buys Q1 2024 %
0
Average sells Q1 2024 %
0%
CUSIP
48121L841
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 454 K $33.3 M -$121 K $73.31 1
2023 Q4 456 K $28.8 M -$11.5 M $63.27 2
2023 Q3 662 K $37 M +$12.1 M $55.80 2
2023 Q2 445 K $25.8 M -$181 K $57.91 1
2023 Q1 448 K $23 M -$649 K $51.23 1
2022 Q4 461 K $21.6 M +$21.6 M $46.92 1
2021 Q3 4.27 K $293 K +$293 K $68.63 1