JPMorgan Equity Income-IHLIEX
13F holders, Q4 2024 (December 31)3holders
0new positions
0sold out
$23.95avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding JPMorgan Equity Income-I (HLIEX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Wallington Asset Management, LLC ($900K), Williams Jones Wealth Management, LLC. ($487K) and Game Plan Financial Advisors, LLC ($881).
- Company
- JPMorgan Equity Income-I
- CUSIP
- 4812C0498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,056 shares bought and 572 shares sold, net +484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Wallington Asset Management, LLC | 0.13% | Add +2.8% | 37,577 | $900K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.1% | 20,355 | $487K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -93.9% | 37 | $881 |
"% of holder's portfolio" is HLIEX's weight in each manager's 13F, not the share of JPMorgan Equity Income-I the manager owns.