JPMorgan Hedged Equity-IJHEQX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$31.48avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding JPMorgan Hedged Equity-I (JHEQX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Neville Rodie & Shaw Inc. ($9.3M), Tritonpoint Wealth, LLC ($3.9M) and Brooklyn Investment Group ($188K).
- Company
- JPMorgan Hedged Equity-I
- Filed as
- CATERPILLAR INC (Q1 2025)
- CUSIP
- 46637K281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $188K |
| Exits | 1 | $32K |
All 13F filers, Q4 2024 → Q1 2025: 5,974 shares bought and 25,895 shares sold, net −19,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.72% | Reduce -7.7% | 293,952 | $9.3M |
| Tritonpoint Wealth, LLC | 0.37% | Reduce -0.3% | 123,447 | $3.9M |
| Brooklyn Investment Group | 0.04% | New | 5,974 | $188K |
"% of holder's portfolio" is JHEQX's weight in each manager's 13F, not the share of JPMorgan Hedged Equity-I the manager owns.