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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 4812A1142

JP MORGAN US EQUITY FUND CLASS L

4 institutions · $2.2M total · 126,116 shares

#ManagerSharesValue% of TotalPeriod
1Register Financial Advisors LLC124,648$2.1M98.83%2023-03-31
2Garton & Associates Financial Advisors LLC1,265$34.1K1.00%2025-12-31
3Oakworth Capital, Inc.143$3.9K0.11%2025-12-31
4TUCKER ASSET MANAGEMENT LLC60$1.4K0.04%2024-06-30