Ownership history in 55I, LLC · 1 quarter on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in JPMorgan US Equity Fund (JUESX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | INITIATED | 3,936,205 | — | — | 1.93% | $69.1M | $12.53 |