HLIEX
JPMorgan Equity Income Fund I Class
1W: -1.9%
1M: -6.6%
3M: -1.6%
YTD: -1.4%
1Y: +2.6%
3Y: +30.3%
5Y: +40.1%
$25.15
+0.06 (+0.24%)
Weekly Expected Move ±1.6%
$24
$24
$25
$25
$25
Institutional Ownership — HLIEX
2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
1
Increased
0
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 20,392 | $513K | +33 | +0.2% | 26Q | SEC ↗ |
| 2 | Motiv8 Investments LLC NEW | 487 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. | 0 | $0K | -5,395 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Motiv8 Investments LLC | 487 | $12K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 5,395 | $136K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Williams Jones Wealth Management, L | +33 | +0.2% | 20,392 |
Biggest Decreases (0)
None.