Congress Holdings

Most held

HLIPX

JPMorgan Core Plus Bond Fund I Class

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
George Latimer NY-16 Spouse Ameriprise - Brokerage ⇒ JPMorgan Core Plus Bond Fund I Class (HLIPX) MF $1,001 - $15,000 August 13, 2026
filing 10077972, p. 3

Not counted: 2 more members list it valued “None”, the category for no value at the end of the period: Janelle S. Bynum, Sara Jacobs.

How the count is made: see Most held.