JPMorgan Equity Income-IHLIEX
13F holders, Q2 2026 (June 30)5holders +3
2new positions
0sold out
$27.91avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding JPMorgan Equity Income-I (HLIEX) in their 13F filings, up 3 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($566K), Ethos Financial Group, LLC ($402K) and Vermillion Wealth Management, Inc. ($165K).
- Company
- JPMorgan Equity Income-I
- CUSIP
- 4812C0498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $567K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 20,201 shares bought and 2,875 shares sold, net +17,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 20,395 | $566K |
| Ethos Financial Group, LLC | 0.03% | New | 14,250 | $402K |
| Vermillion Wealth Management, Inc. | 0.04% | New | 5,950 | $165K |
| Financial Gravity Companies, Inc. | 0.00% | — | 239 | $7K |
| Coston, McIsaac & Partners | 0.00% | Reduce -99.8% | 5 | $0 |
"% of holder's portfolio" is HLIEX's weight in each manager's 13F, not the share of JPMorgan Equity Income-I the manager owns.