DOSSIER · 13F Holders · Q2 2026
JAMCX

JPMORGAN MID CAP VALUE FD-A

2 institutions still hold JPMORGAN MID CAP VALUE FD-A as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 339128308·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$426K
visible holders
Holders
2
filers reporting
Concentration
99.46%
CARRET ASSET MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported JAMCX in Q2 2026. CARRET ASSET MANAGEMENT, LLC leads at 99.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$424K13K0.04%Q2 2026
02
McIlrath & Eck, LLC
CIK 0001701714
$2K750.00%Q1 2026