JPMorgan Hedged Equity-IJHEQX
13F holders, Q1 2024 (March 31)3holders
$29.83avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding JPMorgan Hedged Equity-I (JHEQX) in their 13F filings. The largest holders were Motco ($20.5M), Neville Rodie & Shaw Inc. ($8.8M) and Tucker Asset Management LLC ($29K).
- Company
- JPMorgan Hedged Equity-I
- CUSIP
- 46637K281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $29K |
| Exits | 3 | $1.6M |
Ownership 3 holders
| Motco | 1.23% | Reduce -0.9% | 687,966 | $20.5M |
| Neville Rodie & Shaw Inc. | 0.67% | Add +2.7% | 294,175 | $8.8M |
| Tucker Asset Management LLC | 0.01% | New | 964 | $29K |
"% of holder's portfolio" is JHEQX's weight in each manager's 13F, not the share of JPMorgan Hedged Equity-I the manager owns.