JPMorgan Equity Income-IHLIEX
13F holders, Q1 2026 (March 31)2holders
1new positions
0sold out
$25.03avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding JPMorgan Equity Income-I (HLIEX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($511K) and Coston, McIsaac & Partners ($72K).
- Company
- JPMorgan Equity Income-I
- CUSIP
- 4812C0498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $72K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 2,882 shares bought, net +2,882 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% | 20,394 | $511K |
| Coston, McIsaac & Partners | 0.02% | New | 2,880 | $72K |
"% of holder's portfolio" is HLIEX's weight in each manager's 13F, not the share of JPMorgan Equity Income-I the manager owns.