CUSIP 4812C0498
JPMORGAN TR II EQTY INCOME SL
9 institutions · $1.7M total · 70,745 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Wallington Asset Management, LLC | 37,667 | $922.5K | 53.24% | 2025-03-31 |
| 2 | Williams Jones Wealth Management, LLC. | 20,392 | $504.7K | 28.82% | 2025-12-31 |
| 3 | Vermillion Wealth Management, Inc. | 5,395 | $142.8K | 7.62% | 2025-09-30 |
| 4 | Register Financial Advisors LLC | 2,035 | $45.9K | 2.87% | 2023-03-31 |
| 5 | Fairfield Financial Advisors, LTD | 1,981 | $45.5K | 2.80% | 2024-09-30 |
| 6 | Brooklyn Investment Group | 1,320 | $33.3K | 1.86% | 2025-06-30 |
| 7 | Game Plan Financial Advisors, LLC | 37 | $881 | 0.05% | 2024-12-31 |
| 8 | DIVIDEND ASSETS CAPITAL, LLC | 1,431 | $31 | 2.02% | 2023-12-31 |
| 9 | Motiv8 Investments LLC | 487 | $12 | 0.68% | 2025-12-31 |