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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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OLGCX

OLGCX — 13F Filings Explorer

Jpmorgan Large Cap Grow-c

+$25.7K

Net Activity

Data as of: 2023-06-30

Institutions Holding

1

Popularity Rank

#21689

Avg Weight

0.07%

Total Value

$227.1K

Ownership Trend

1 institutions currently hold OLGCX, with 0 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2023)

Neutral

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

0

Key Holders

Key Holders

Top 5 by Value

EW
Encompass Wealth Advisors, LLC
$227.1K

Top 5 by Conviction

EW
Encompass Wealth Advisors, LLC
0.07%
View all 1 holding institutions

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$0.0

Total Sell Value

New buy0
Trim0
Add0
Sold out0

0

Net Buyers

0

Net Sellers

Smart Money Convergence

OLGCX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2023-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/OLGCX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

4812C0522

FAQ

Who are the top institutional investors holding JPMORGAN LARGE CAP GROW-C (OLGCX)?
Major stakeholders currently include Encompass Wealth Advisors, LLC ($227.1K). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in OLGCX.
What is the overall institutional sentiment toward OLGCX recently?
Institutional sentiment appears Neutral. During the most recent reporting quarter, the stock experienced no significant net capital flow from tracked managers.
Which institutions have been selling or reducing their OLGCX positions?
In the latest period, no tracked funds trimmed or exited their positions in OLGCX.
Are there any notable investors adding OLGCX to their portfolios?
No tracked institutions opened new positions or added to their existing holdings in OLGCX during the last reporting period.

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Developer Access

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REST API

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CLI

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