DOSSIER · 13F Holders · Q2 2026
JMUEX

JP MORGAN US EQUITY FUND CLASS L

3 institutions still hold JP MORGAN US EQUITY FUND CLASS L as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 4812A1142·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$408K
visible holders
Holders
3
filers reporting
Concentration
95.92%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported JMUEX in Q2 2026. Wealthspire Advisors, LLC leads at 95.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$392K14K0.00%Q2 2026
02
McIlrath & Eck, LLC
CIK 0001701714
$13K5080.00%Q1 2026
03
Oakworth Capital, Inc.
CIK 0001588871
$4K1440.00%Q2 2026