CUSIP 4812A3254
JPMORGAN INCOME BUILDER
2 institutions · $71.5K total · 7,804 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ORG Partners LLC | 6,990 | $63.0K | 89.56% | 2023-12-31 |
| 2 | Wall Street Access Asset Management, LLC | 814 | $8.5K | 10.43% | 2025-12-31 |
2 institutions · $71.5K total · 7,804 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ORG Partners LLC | 6,990 | $63.0K | 89.56% | 2023-12-31 |
| 2 | Wall Street Access Asset Management, LLC | 814 | $8.5K | 10.43% | 2025-12-31 |