JHEQX JPMORGAN HEDGED EQUITY-I
FollowMFC (fund)
3 managers (3 13F filers) reported a position in JHEQX shares at 2024-12-31, 443,294 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 3
- 13F filers
- 3
- New
- 1
- Added
- 1
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 443,294
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | 318,456 | $10.5M | 0.77% | -10,602 | 13F-HRTimeline |
| TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC | 123,868 | $4.1M | 0.37% | new | 13F-HRTimelineGroup |
| TUCKER ASSET MANAGEMENT LLC | 970 | $32.1K | <0.01% | +2 | 13F-HRTimeline |