Congress Holdings

Most held

JDESX

JPMorgan U.S. Research Enhanced Equity Fund - I Class

Listed by 1 member on their latest annual reports (3 rows: 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
Julia Letlow LA-5 Member Merrill Lynch Investment Account #821 ⇒ JPMorgan U.S. Research Enhanced Equity Fund - I Class (JDESX) MF $1,001 - $15,000 August 13, 2026
filing 10076014, p. 9
Julia Letlow LA-5 Member Merrill Lynch Usufruct Account #404 - Child 1 ⇒ JPMorgan U.S. Research Enhanced Equity Fund - I Class (JDESX) MF $1,001 - $15,000 August 13, 2026
filing 10076014, p. 13
Julia Letlow LA-5 Member Merrill Lynch Usufruct Account #405 - Child 2 ⇒ JPMorgan U.S. Research Enhanced Equity Fund - I Class (JDESX) MF $1,001 - $15,000 August 13, 2026
filing 10076014, p. 14

How the count is made: see Most held.