JPMorgan Hedged Equity-IJHEQX
13F holders, Q2 2026 (June 30)3holders
1new positions
1sold out
$34.63avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding JPMorgan Hedged Equity-I (JHEQX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Neville Rodie & Shaw Inc. ($9.9M), Congress Asset Management Co. ($319K) and McLaughlin Asset Management, Inc. ($202K).
- Company
- JPMorgan Hedged Equity-I
- CUSIP
- 46637K281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $202K |
| Exits | 1 | $4.1M |
All 13F filers, Q1 2026 → Q2 2026: 5,850 shares bought and 124,295 shares sold, net −118,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.64% | Reduce -1.1% | 285,500 | $9.9M |
| Congress Asset Management Co. | 0.00% | Add +0.1% | 9,225 | $319K |
| McLaughlin Asset Management, Inc. | 0.14% | New | 5,839 | $202K |
"% of holder's portfolio" is JHEQX's weight in each manager's 13F, not the share of JPMorgan Hedged Equity-I the manager owns.