JPMorgan Equity Income-IHLIEX
13F holders, Q4 2025 (December 31)2holders −1
1new positions
2sold out
$24.75avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding JPMorgan Equity Income-I (HLIEX) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($505K) and Motiv8 Investments LLC ($12K).
- Company
- JPMorgan Equity Income-I
- CUSIP
- 4812C0498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 2 | $344K |
All 13F filers, Q3 2025 → Q4 2025: 520 shares bought and 13,017 shares sold, net −12,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.2% | 20,392 | $505K |
| Motiv8 Investments LLC | 0.01% | New | 487 | $12K |
"% of holder's portfolio" is HLIEX's weight in each manager's 13F, not the share of JPMorgan Equity Income-I the manager owns.