Manager × security

Fulton Bank, N.A. JGASX holdings history

JPMORGAN GROWTH ADVANTAG-I · CUSIP 4812A3718 · CIK 883782

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Fulton Bank, N.A. reported 1.87M JGASX (shares), valued at $82.62M, or 2.52% of its reported non-derivative portfolio. Filed 2026-07-09.

Verify history & sources
Portfolio weight and quantity history
Reported portfolio weight
2.52%
Shares
1.87M
1,870,929
Reported value
$82.62M
USD

Shares increased 1.39%; reported value increased 17.15%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20262.52%1,870,929SEC filingFiled Jul 9, 2026
Q1 20262.49%1,845,193SEC filingFiled Apr 24, 2026
Q4 20252.56%1,773,332SEC filingFiled Jan 8, 2026
Q3 20252.72%1,668,288SEC filingFiled Oct 21, 2025
Q2 20252.62%1,646,197SEC filingFiled Jul 10, 2025
Q1 20252.40%1,634,831SEC filingFiled Apr 9, 2025
Q4 20242.51%1,614,749SEC filingFiled Jan 8, 2025
Q3 20242.47%1,602,734SEC filingFiled Oct 7, 2024
Q2 20242.48%1,551,979SEC filingFiled Jul 9, 2024
Q1 20242.31%1,524,392SEC filingFiled Apr 10, 2024
Q4 20232.19%1,497,275SEC filingFiled Jan 24, 2024Amended
Q3 20231.98%1,379,046SEC filingFiled Oct 4, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20231.98%1,379,046$39.74MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing
Filed Oct 4, 2023
Q4 20232.19%1,497,275$48.66MShares increased 8.57%; reported value increased 22.44%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 24, 2024
Q1 20242.31%1,524,392$56.42MShares increased 1.81%; reported value increased 15.94%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 10, 2024
Q2 20242.48%1,551,979$61.43MShares increased 1.81%; reported value increased 8.88%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jul 9, 2024
Q3 20242.47%1,602,734$64.72MShares increased 3.27%; reported value increased 5.36%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Oct 7, 2024
Q4 20242.51%1,614,749$65.07MShares increased 0.75%; reported value increased 0.55%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 8, 2025
Q1 20252.40%1,634,831$59.41MShares increased 1.24%; reported value decreased 8.70%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 9, 2025
Q2 20252.62%1,646,197$70.87MShares increased 0.70%; reported value increased 19.29%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jul 10, 2025
Q3 20252.72%1,668,288$77.94MShares increased 1.34%; reported value increased 9.98%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Oct 21, 2025
Q4 20252.56%1,773,332$74.18MShares increased 6.30%; reported value decreased 4.83%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 8, 2026
Q1 20262.49%1,845,193$70.52MShares increased 4.05%; reported value decreased 4.93%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 24, 2026
Q2 20262.52%1,870,929$82.62MShares increased 1.39%; reported value increased 17.15%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jul 9, 2026
Fulton Bank, N.A. · JPMORGAN GROWTH ADVANTAG-I

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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.