JPMorgan Hedged Equity-IJHEQX
13F holders, Q3 2024 (September 30)3holders −1
1new positions
2sold out
$32.73avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding JPMorgan Hedged Equity-I (JHEQX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Neville Rodie & Shaw Inc. ($10.8M), Maripau Wealth Management LLC ($820K) and Tucker Asset Management LLC ($32K).
- Company
- JPMorgan Hedged Equity-I
- CUSIP
- 46637K281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $820K |
| Exits | 2 | $21.8M |
All 13F filers, Q2 2024 → Q3 2024: 33,765 shares bought and 700,575 shares sold, net −666,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.79% | Add +2.7% | 329,058 | $10.8M |
| Maripau Wealth Management LLC | 0.71% | New | 25,044 | $820K |
| Tucker Asset Management LLC | 0.01% | Add +0.2% | 968 | $32K |
"% of holder's portfolio" is JHEQX's weight in each manager's 13F, not the share of JPMorgan Hedged Equity-I the manager owns.