JPMORGAN TR II

Ticker: SEEGX CUSIP: 4812C0530 Class: LRG CAP GROWTH I

Williams Jones Wealth Management, LLC.'s Holding History (CIK: 0001788587)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,462 Value ($000) $529 Avg Close Range
Q3 2025
Shares 6,463 Value ($000) $599 Avg Close Range
Q2 2025
Shares 6,463 Value ($000) $549 Avg Close Range
Q1 2025
Shares 6,463 Value ($000) $475 Avg Close Range
Q4 2024
Shares 6,462 Value ($000) $515 Avg Close Range
Q3 2024
Shares 6,462 Value ($000) $494 Avg Close Range
Q2 2024
Shares 6,462 Value ($000) $483 Avg Close Range
Q1 2024
Shares 6,462 Value ($000) $451 Avg Close Range
Q4 2023
Shares 6,462 Value ($000) $390 Avg Close Range
Q3 2023
Shares 6,462 Value ($000) $343 Avg Close Range
Q2 2023
Shares 6,462 Value ($000) $356 Avg Close Range
Q1 2023
Shares 6,462 Value ($000) $310 Avg Close Range
Q4 2022
Shares 6,462 Value ($000) $290 Avg Close Range
Q3 2022
Shares 7,088 Value ($000) $316 Avg Close Range
Q2 2022
Shares 7,088 Value ($000) $321 Avg Close Range
Q1 2022
Shares 7,088 Value ($000) $394 Avg Close Range
Q4 2021
Shares 7,088 Value ($000) $439 Avg Close Range
Q3 2021
Shares 7,088 Value ($000) $467 Avg Close Range
Q2 2021
Shares 7,088 Value ($000) $465 Avg Close Range
Q1 2021
Shares 7,869 Value ($000) $475 Avg Close Range
Q4 2020
Shares 7,869 Value ($000) $473 Avg Close Range
Q3 2020
Shares 7,869 Value ($000) $448 Avg Close Range
Q2 2020
Shares 7,869 Value ($000) $385 Avg Close Range
Q1 2020
Shares 7,869 Value ($000) $283 Avg Close Range
Q4 2019
Shares 7,869 Value ($000) $320 Avg Close Range
Q3 2019
Shares 7,869 Value ($000) $330 Avg Close Range