JPMorgan Hedged Equity-IJHEQX
13F holders, Q4 2024 (December 31)3holders
1new positions
1sold out
$33.12avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding JPMorgan Hedged Equity-I (JHEQX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Neville Rodie & Shaw Inc. ($10.5M), Tritonpoint Wealth, LLC ($4.1M) and Tucker Asset Management LLC ($32K).
- Company
- JPMorgan Hedged Equity-I
- Filed as
- CATERPILLAR INC (Q4 2024)
- CUSIP
- 46637K281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4.1M |
| Exits | 1 | $820K |
All 13F filers, Q3 2024 → Q4 2024: 123,870 shares bought and 35,646 shares sold, net +88,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.77% | Reduce -3.2% | 318,456 | $10.5M |
| Tritonpoint Wealth, LLC | 0.37% | New | 123,868 | $4.1M |
| Tucker Asset Management LLC | 0.01% | Add +0.2% | 970 | $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.