JHEQX JPMORGAN HEDGED EQUITY-I
FollowMFC (fund)
3 managers (3 13F filers) reported a position in JHEQX shares at 2026-03-31, 419,009 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 3
- 13F filers
- 3
- New
- 0
- Added
- 1
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 419,009
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 288,664 | $9.69M | 0.7% | -463 | 13F-HRTimeline |
| TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC | 121,131 | $4.07M | 0.44% | -437 | 13F-HRTimelineGroup |
| CONGRESS ASSET MANAGEMENT CO | 9,214 | $309K | <0.01% | +9 | 13F-HRTimeline |