JPMorgan Hedged Equity-IJHEQX
13F holders, Q2 2025 (June 30)4holders +1
1new positions
0sold out
$33.10avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding JPMorgan Hedged Equity-I (JHEQX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($10.2M), Tritonpoint Wealth, LLC ($4.1M) and Congress Asset Management Co. ($304K).
- Company
- JPMorgan Hedged Equity-I
- Filed as
- CATERPILLAR INC (Q2 2025)
- CUSIP
- 46637K281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $304K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 26,520 shares bought and 614 shares sold, net +25,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Neville Rodie & Shaw Inc. | 0.76% | Add +5.2% | 309,249 | $10.2M |
| Tritonpoint Wealth, LLC | 0.38% | Reduce -0.5% | 122,833 | $4.1M |
| Congress Asset Management Co. | 0.00% | New | 9,173 | $304K |
| Brooklyn Investment Group | 0.03% | Add +34.3% | 8,024 | $266K |
"% of holder's portfolio" is JHEQX's weight in each manager's 13F, not the share of JPMorgan Hedged Equity-I the manager owns.