JPMorgan Hedged Equity-IJHEQX
13F holders, Q3 2025 (September 30)3holders −1
0new positions
1sold out
$34.55avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding JPMorgan Hedged Equity-I (JHEQX) in their 13F filings, down 1 from Q2 2025. 0 opened new positions and 1 sold out. The largest holders were Neville Rodie & Shaw Inc. ($10.7M), Tritonpoint Wealth, LLC ($4.2M) and Congress Asset Management Co. ($318K).
- Company
- JPMorgan Hedged Equity-I
- Filed as
- CATERPILLAR INC (Q3 2025)
- CUSIP
- 46637K281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $266K |
All 13F filers, Q2 2025 → Q3 2025: 102 shares bought and 8,614 shares sold, net −8,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.77% | Add +0.0% | 309,334 | $10.7M |
| Tritonpoint Wealth, LLC | 0.36% | Reduce -0.5% | 122,243 | $4.2M |
| Congress Asset Management Co. | 0.00% | Add +0.2% | 9,190 | $318K |
"% of holder's portfolio" is JHEQX's weight in each manager's 13F, not the share of JPMorgan Hedged Equity-I the manager owns.