JPMorgan Equity Income-R6OIEJX
13F holders, Q4 2024 (December 31)2holders +1
0new positions
0sold out
$23.94avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding JPMorgan Equity Income-R6 (OIEJX) in their 13F filings, up 1 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Wallington Asset Management, LLC ($4.8M) and Financial Gravity Companies, Inc. ($25).
- Company
- JPMorgan Equity Income-R6
- CUSIP
- 46636U876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 10,222 shares bought, net +10,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Wallington Asset Management, LLC | 0.70% | Add +5.3% | 201,359 | $4.8M |
| Financial Gravity Companies, Inc. | 0.00% | Add +0.0% | 1 | $25 |
"% of holder's portfolio" is OIEJX's weight in each manager's 13F, not the share of JPMorgan Equity Income-R6 the manager owns.