JPMorgan Hedged Equity-IJHEQX
13F holders, Q2 2024 (June 30)4holders +1
1new positions
0sold out
$31.18avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding JPMorgan Hedged Equity-I (JHEQX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Motco ($21.6M), Neville Rodie & Shaw Inc. ($10.0M) and ORG Partners LLC ($200K).
- Company
- JPMorgan Hedged Equity-I
- CUSIP
- 46637K281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $200K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 38,775 shares bought, net +38,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Motco | 1.28% | Add +0.9% | 694,161 | $21.6M |
| Neville Rodie & Shaw Inc. | 0.76% | Add +8.9% | 320,339 | $10.0M |
| ORG Partners LLC | 0.02% | New | 6,414 | $200K |
| Tucker Asset Management LLC | 0.01% | Add +0.2% | 966 | $30K |
"% of holder's portfolio" is JHEQX's weight in each manager's 13F, not the share of JPMorgan Hedged Equity-I the manager owns.