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JPMORGAN TAX AWARE EQUITY FUND
JPMORGAN TAX AWARE EQUITY FUND. Institutional holdings reported to the SEC.
Institutional Holders (2015Q2)
Portfolio Summary: 2 Institutional holders with a total value of $361,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RIVERBRIDGE PARTNERS LLC 11,912 355,000 98.34%
2 REILLY FINANCIAL ADVISORS, LLC 205 6,000 1.66%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.