JPMorgan Equity Income-IHLIEX
13F holders, Q1 2024 (March 31)3holders
$24.56avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding JPMorgan Equity Income-I (HLIEX) in their 13F filings. The largest holders were Wallington Asset Management, LLC ($1.0M), Williams Jones Wealth Management, LLC. ($499K) and Game Plan Financial Advisors, LLC ($25K).
- Company
- JPMorgan Equity Income-I
- CUSIP
- 4812C0498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $25K |
| Exits | 1 | $33K |
Ownership 3 holders
| Wallington Asset Management, LLC | 0.16% | Add +1.1% | 41,616 | $1.0M |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 20,331 | $499K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 1,003 | $25K |
"% of holder's portfolio" is HLIEX's weight in each manager's 13F, not the share of JPMorgan Equity Income-I the manager owns.