CUSIP 4812C0530
JPMORGAN LARGE CAP GROWTH I
12 institutions · $5.3M total · 101,622 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Register Financial Advisors LLC | 73,773 | $3.3M | 72.59% | 2023-03-31 |
| 2 | RIVERBRIDGE PARTNERS LLC | 10,474 | $556.2K | 10.30% | 2023-12-31 |
| 3 | Williams Jones Wealth Management, LLC. | 6,462 | $528.6K | 6.35% | 2025-12-31 |
| 4 | Fulton Bank, N.A. | 4,500 | $368.2K | 4.42% | 2025-12-31 |
| 5 | TEXAS CAPITAL BANCSHARES INC/TX | 2,558 | $217.1K | 2.51% | 2025-06-30 |
| 6 | Vermillion Wealth Management, Inc. | 1,455 | $134.9K | 1.43% | 2025-09-30 |
| 7 | Westside Investment Management, Inc. | 1,399 | $104.6K | 1.37% | 2024-06-30 |
| 8 | Oakworth Capital, Inc. | 522 | $42.7K | 0.51% | 2025-12-31 |
| 9 | TUCKER ASSET MANAGEMENT LLC | 193 | $15.4K | 0.18% | 2024-12-31 |
| 10 | Wall Street Access Asset Management, LLC | 41 | $3.4K | 0.04% | 2025-12-31 |
| 11 | RFP Financial Group LLC | 21 | $1.5K | 0.02% | 2024-06-30 |
| 12 | Coston, McIsaac & Partners | 224 | $18 | 0.22% | 2025-12-31 |