JPMorgan Equity Income-IHLIEX
13F holders, Q3 2025 (September 30)3holders +1
2new positions
1sold out
$26.46avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding JPMorgan Equity Income-I (HLIEX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($539K), Sequent Asset Management, LLC ($202K) and Vermillion Wealth Management, Inc. ($143K).
- Company
- JPMorgan Equity Income-I
- CUSIP
- 4812C0498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $344K |
| Exits | 1 | $33K |
All 13F filers, Q2 2025 → Q3 2025: 13,018 shares bought and 1,320 shares sold, net +11,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 20,359 | $539K |
| Sequent Asset Management, LLC | 0.10% | New | 7,622 | $202K |
| Vermillion Wealth Management, Inc. | 0.04% | New | 5,395 | $143K |
"% of holder's portfolio" is HLIEX's weight in each manager's 13F, not the share of JPMorgan Equity Income-I the manager owns.