DOSSIER · 13F Holders · Q2 2026
SEEGX

JPMORGAN TR II

8 institutions still hold JPMORGAN TR II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 4812C0530·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
8
filers reporting
Concentration
46.40%
Williams Jones Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported SEEGX in Q2 2026. Williams Jones Wealth Management, LLC. leads at 46.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Williams Jones Wealth Management, LLC.
CIK 0001788587
$568K6K0.01%Q2 2026
02
FULTON BANK, N.A.
CIK 0000883782
$396K5K0.01%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$142K2K0.03%Q2 2026
04
NBT BANK N A /NY
CIK 0000898413
$45K5080.00%Q2 2026
05
Oakworth Capital, Inc.
CIK 0001588871
$37K4280.00%Q2 2026
06
Coston, McIsaac & Partners
CIK 0001945037
$18K2240.00%Q4 2025
07
McIlrath & Eck, LLC
CIK 0001701714
$12K1560.00%Q1 2026
08
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$7K820.00%Q2 2026