SEC 13F Intelligence

FLMVXJP MORGAN MID CAP VALUE FUND CLASS L

CUSIP 339128100 · Yahoo Finance ↗ · Google Finance ↗

Jp Morgan Mid Cap Value Fund Class L (FLMVX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 3.7K shares worth $119,928 as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$119,928
Ticker
FLMVX
Quarters Tracked
26

Ownership Trend

Institutional holders
Q1 ’19: 5Q1 ’19Q2 ’19: 4Q3 ’19: 4Q4 ’19: 4Q1 ’20: 2Q1 ’20Q2 ’20: 1Q3 ’20: 1Q4 ’20: 2Q1 ’21: 1Q1 ’21Q2 ’21: 1Q3 ’21: 1Q4 ’21: 2Q1 ’22: 2Q1 ’22Q2 ’22: 2Q3 ’22: 1Q4 ’22: 2Q1 ’23: 1Q1 ’23Q2 ’23: 1Q3 ’23: 1Q2 ’24: 1Q3 ’24: 1Q3 ’24Q4 ’24: 1Q1 ’25: 1Q3 ’25: 1Q4 ’25: 2Q4 ’25Q1 ’26: 1filingsflow.com
Total reported value
Q1 ’19: $70MQ1 ’19Q2 ’19: $3MQ3 ’19: $4MQ4 ’19: $4MQ1 ’20: $901,000Q1 ’20Q2 ’20: $893,000Q3 ’20: $932,000Q4 ’20: $1MQ1 ’21: $1MQ1 ’21Q2 ’21: $1MQ3 ’21: $1MQ4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $1MQ3 ’22: $968,000Q4 ’22: $1MQ1 ’23: $957,419Q1 ’23Q2 ’23: $995,962Q3 ’23: $950,158Q2 ’24: $253,246Q3 ’24: $279,703Q3 ’24Q4 ’24: $249,311Q1 ’25: $244,291Q3 ’25: $116,458Q4 ’25: $333,866Q4 ’25Q1 ’26: $119,928filingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
RFP Financial Group LLC$184M AUM0.10%$216,4776.8KQ4 2025OLDER
Oakworth Capital, Inc.$1.9B AUM0.01%$119,9283.7KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.