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Institutional Holdings
JGHOwnership Summary
Institutions Holding
7
Total Shares Held
510,084
Total Value Held
$653,081
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
1
15,049 shares
Held Positions
3
461,419 shares
New Positions
1
33,616 shares
Sold Out Positions
2
14,934 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 33,616 | $427,928 | New position | 0.00% | 2026-06-30 |
| Bank of New York Mellon Corp | 15,049 | $191,576 | ▼ -1,298 | 0.00% | 2026-06-30 |
| PRIVATE TRUST CO NA | 1,950 | $24,824 | Unchanged | 0.00% | 2026-06-30 |
| COHEN & STEERS, INC. | 459,239 | $5,846 | Unchanged | 0.01% | 2026-06-30 |
| WHITTIER TRUST CO OF NEVADA INC | 230 | $2,907 | Unchanged | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 0 | $0 | Sold out | 2026-06-30 | |
| Arax Advisory Partners | 0 | $0 | Sold out | 2026-06-30 |