13FBOX
JPMORGAN TR II · 13F Institutional Holdings
Options Calculator Rankings
J

JPMORGAN TR II

SEEGX
Institutions
7
Combined AUM (Q2 2026)
$1.2M
Combined Shares (Q2 2026)
13,822
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2,167
3 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1,804
3 · 1 Exit · ≈
⚖️ Net
+363
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.2M
Institutions
7
New Buys
2
Adds
1
Reduces
2
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Williams Jones Wealth Management, LLC.
0.01%0.01%#3$568,4676,462$483,4266,46200.00%Unchanged
FULTON BANK, N.A.
0.02%0.01%#2$395,9334,500$336,6954,50000.00%Unchanged
Vermillion Wealth Management, Inc.
0.03%#1$142,3581,618$00+1,618New Buy
NBT BANK, N.A.
<0.01%#5$44,697508$00+508New Buy
Oakworth Capital, Inc.
<0.01%<0.01%#6$36,761428$39,077522-94-18.01%Reduce
Coston, McIsaac & Partners
<0.01%0.03%#4$19,709224$133,0001,778-1,554-87.40%Reduce
KELLEHER FINANCIAL ADVISORS
<0.01%<0.01%#7$7,25682$3,08541+41+100.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow