Vault-13

JPMORGAN HEDGED EQUITY I JHEQX

COM · Open-End Fund · CUSIP 46637K281

3 institutional holders +0 vs Q1 2026
300,564300.6k shares reported held*
$10.4mreported value*
1 new 1 added 1 reduced 1 sold out net sold ≈ $4.1m (-118.4k 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 ≈ $34.63.

Trends to Q2 2026

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: 3Q4 25: 3Q1 26: 3Q2 26: 33Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 20253
Q1 20263
Q2 20263

Buyers vs sellers

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

Bought or addedCut or sold out
404Q3 24: 3 bought or addedQ3 24: 2 cut or sold outQ4 24: 2 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 3 cut or sold outQ2 25: 3 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 2 cut or sold outQ4 25: 1 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 2 cut or sold outQ2 26: 2 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202432
Q4 202422
Q1 202513
Q2 202531
Q3 202522
Q4 202512
Q1 202612
Q2 202622

Biggest buyers

McLaughlin Asset Management, Inc. New +5,839+5.8k
CONGRESS ASSET MANAGEMENT CO Added +11+11

Biggest sellers

TRITONPOINT WEALTH, LLC Sold out -121,131-121.1k
NEVILLE RODIE & SHAW INC Reduced -3,164-3.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NEVILLE RODIE & SHAW INC 0.64% of their portfolio NEW YORK, NY 285,500285.5k $9.9m $9.9m 0.64% Reduced -3.2k -3,164
2 CONGRESS ASSET MANAGEMENT CO 0.00% of their portfolio BOSTON, MA 9,2259.2k $319.5k $319.5k 0.00% Added +11 +11
3 McLaughlin Asset Management, Inc. 0.14% of their portfolio DANVILLE, IL 5,8395.8k $202.2k $202.2k 0.14% New