HLIEX
JPMorgan Equity Income Fund I Class
1W: -1.8%
1M: -3.9%
3M: -1.7%
YTD: +11.5%
1Y: +5.5%
3Y: +43.4%
5Y: +44.9%
$27.97
+0.17 (+0.61%)
Weekly Expected Move ±1.1%
$27
$27
$28
$28
$28
Institutional Ownership — HLIEX
5
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
3
New Positions
1
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 20,395 | 570K | +1 | +0.0% | 28Q | SEC ↗ |
| 2 | Ethos Financial Group, LLC NEW | 14,250 | 399K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 5,950 | 166K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Financial Gravity Companies, Inc. NEW | 239 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Coston, McIsaac & Partners | 0 | 0K | -2,880 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Ethos Financial Group, LLC | 14,250 | 399K |
| Vermillion Wealth Management, Inc. | 5,950 | 166K |
| Financial Gravity Companies, Inc. | 239 | 7K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Coston, McIsaac & Partners | 2,880 | 81K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Williams Jones Wealth Management, L | +1 | +0.0% | 20,395 |
Biggest Decreases (0)
None.