JHEQX
JPMorgan Hedged Equity Fund I Class
1W: -0.9%
1M: -0.6%
3M: +1.7%
YTD: +0.1%
1Y: +2.3%
3Y: +34.5%
5Y: +38.3%
$35.52
+0.11 (+0.31%)
Weekly Expected Move ±1.2%
$35
$35
$35
$36
$36
Institutional Ownership — JHEQX
4
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
10M
Total Invested
1
New Positions
1
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 285,500 | $10M | -3,164 | -1.1% | 22Q | SEC ↗ |
| 2 | CONGRESS ASSET MANAGEMENT CO | 9,225 | $328K | +11 | +0.1% | 5Q | SEC ↗ |
| 3 | McLaughlin Asset Management, Inc. NEW | 5,839 | $207K | — | +0.0% | 1Q | SEC ↗ |
| 4 | TRITONPOINT WEALTH, LLC | 0 | $0K | -121,131 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| McLaughlin Asset Management, Inc. | 5,839 | $207K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TRITONPOINT WEALTH, LLC | 121,131 | $4M |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | +11 | +0.1% | 9,225 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NEVILLE RODIE & SHAW INC | -3,164 | -1.1% | 285,500 |