JPMorgan Hedged Equity-IJHEQX
13F holders, Q1 2026 (March 31)3holders
0new positions
0sold out
$33.58avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding JPMorgan Hedged Equity-I (JHEQX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($9.7M), Tritonpoint Wealth, LLC ($4.1M) and Congress Asset Management Co. ($309K).
- Company
- JPMorgan Hedged Equity-I
- Filed as
- CATERPILLAR INC (Q1 2026)
- CUSIP
- 46637K281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 9 shares bought and 900 shares sold, net −891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.70% | Reduce -0.2% | 288,664 | $9.7M |
| Tritonpoint Wealth, LLC | 0.44% | Reduce -0.4% | 121,131 | $4.1M |
| Congress Asset Management Co. | 0.00% | Add +0.1% | 9,214 | $309K |
"% of holder's portfolio" is JHEQX's weight in each manager's 13F, not the share of JPMorgan Hedged Equity-I the manager owns.