JPMorgan Equity Income-IHLIEX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$24.49avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding JPMorgan Equity Income-I (HLIEX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Wallington Asset Management, LLC ($922K), Williams Jones Wealth Management, LLC. ($499K) and Vermillion Wealth Management, Inc. ($2K).
- Company
- JPMorgan Equity Income-I
- CUSIP
- 4812C0498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 1 | $881 |
All 13F filers, Q4 2024 → Q1 2025: 168 shares bought and 37 shares sold, net +131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Wallington Asset Management, LLC | 0.13% | Add +0.2% | 37,667 | $922K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 20,357 | $499K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 76 | $2K |
"% of holder's portfolio" is HLIEX's weight in each manager's 13F, not the share of JPMorgan Equity Income-I the manager owns.