DOSSIER · 13F Holders · Q2 2026
HLIEX

JPMORGAN TR II EQTY INCOME SL

5 institutions still hold JPMORGAN TR II EQTY INCOME SL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 4812C0498·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
5
filers reporting
Concentration
49.12%
Williams Jones Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported HLIEX in Q2 2026. Williams Jones Wealth Management, LLC. leads at 49.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Williams Jones Wealth Management, LLC.
CIK 0001788587
$566K20K0.01%Q2 2026
02
Ethos Financial Group, LLC
CIK 0001954242
$402K14K0.03%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$165K6K0.04%Q2 2026
04
Motiv8 Investments LLC
CIK 0002024873
$12K4870.01%Q4 2025
05
Financial Gravity Companies, Inc.
CIK 0001377167
$7K2390.00%Q2 2026