Vault-13

JPMORGAN HEDGED EQUITY I JHEQX

COM · Open-End Fund · CUSIP 46637K281

3 institutional holders -1 vs Q2 2025
440,767440.8k shares reported held*
$15.2mreported value*
0 new 2 added 1 reduced 1 sold out net sold ≈ $294.1k (-8.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $34.55.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 4Q4 22: 5Q1 23: 3Q2 23: 3Q3 23: 4Q4 23: 5Q1 24: 3Q2 24: 4Q3 24: 3Q4 24: 3Q1 25: 3Q2 25: 4Q3 25: 33Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 20224
Q4 20225
Q1 20233
Q2 20233
Q3 20234
Q4 20235
Q1 20243
Q2 20244
Q3 20243
Q4 20243
Q1 20253
Q2 20254
Q3 20253

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 23: 3 bought or addedQ4 23: 1 cut or sold outQ1 24: 2 bought or addedQ1 24: 4 cut or sold outQ1 24Q2 24: 4 bought or addedQ2 24: 0 cut or sold outQ3 24: 3 bought or addedQ3 24: 2 cut or sold outQ3 24Q4 24: 2 bought or addedQ4 24: 2 cut or sold outQ1 25: 1 bought or addedQ1 25: 3 cut or sold outQ1 25Q2 25: 3 bought or addedQ2 25: 1 cut or sold outQ3 25: 2 bought or addedQ3 25: 2 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202331
Q1 202424
Q2 202440
Q3 202432
Q4 202422
Q1 202513
Q2 202531
Q3 202522

Biggest buyers

NEVILLE RODIE & SHAW INC Added +85+85
CONGRESS ASSET MANAGEMENT CO Added +17+17

Biggest sellers

Brooklyn Investment Group Sold out -8,024-8.0k
TRITONPOINT WEALTH, LLC Reduced -590-590

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NEVILLE RODIE & SHAW INC 0.77% of their portfolio NEW YORK, NY 309,334309.3k $10.7m $10.7m 0.77% Added +85 +85
2 TRITONPOINT WEALTH, LLC 0.36% of their portfolio CHEVY CHASE, MD 122,243122.2k $4.2m $4.2m 0.36% Reduced -590 -590
3 CONGRESS ASSET MANAGEMENT CO 0.00% of their portfolio BOSTON, MA 9,1909.2k $317.5k $317.5k 0.00% Added +17 +17