JPMorgan Equity Income-IHLIEX
13F holders, Q2 2025 (June 30)2holders −1
1new positions
2sold out
$25.21avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding JPMorgan Equity Income-I (HLIEX) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($513K) and Brooklyn Investment Group ($33K).
- Company
- JPMorgan Equity Income-I
- CUSIP
- 4812C0498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $33K |
| Exits | 2 | $924K |
All 13F filers, Q1 2025 → Q2 2025: 1,321 shares bought and 37,743 shares sold, net −36,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 20,358 | $513K |
| Brooklyn Investment Group | 0.00% | New | 1,320 | $33K |
"% of holder's portfolio" is HLIEX's weight in each manager's 13F, not the share of JPMorgan Equity Income-I the manager owns.