Funds holding JPMorgan Small Cap Equity Fund
ISIN US48127B8625 · United States · LEI 549300RO68EY7ZS30I29
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 1.5M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| LVIP JPMorgan Retirement Income Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 33,597 | 1.5M $ | 0.75 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| LVIP JPMorgan Retirement Income Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.75 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 33,597 | +38.3 % |
| 2026Q1 | 1 | 0 | 24,295 | +25.7 % |
| 2025Q4 | 1 | 0 | 19,328 | -3.1 % |
| 2025Q3 | 1 | 0 | 19,946 | +1.8 % |
| 2025Q2 | 1 | 0 | 19,600 | +6.5 % |
| 2025Q1 | 1 | 0 | 18,403 | +10.6 % |
| 2024Q4 | 1 | 0 | 16,634 | -14.8 % |
| 2024Q3 | 1 | 0 | 19,522 | 0.0 % |
| 2024Q2 | 1 | 0 | 19,522 | -60.0 % |
| 2024Q1 | 1 | 0 | 48,865 | +11.1 % |
| 2023Q4 | 1 | 43,985 |
Cite this page
Titelia. "Funds holding JPMorgan Small Cap Equity Fund". https://titelia.com/en/stocks/jpmorgan-small-cap-equity-fund-US48127B8625