13F

Stock

Jpmorgan Mid Cap Value Fd-A

Ticker not mapped · held by 2 managers

Reported value

$391.1K

Holders

2

+1 new · −0 exited

Holders’ est. mark

$7.8K

Price effect on 1 books still in the name

Largest holder

$388.8K

CARRET ASSET MANAGEMENT, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
CARRET ASSET MANAGEMENT, LLC12.6K$388.8K$7.8KAdded$7.8K
McIlrath & Eck, LLC75$2.3KNew

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.