DOSSIER · 13F Holders · Q3 2026
HLIEX

JPMORGAN TR II EQTY INCOME SL

7 institutions still hold JPMORGAN TR II EQTY INCOME SL as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 4812C0498·7 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1M
visible holders
Holders
7
filers reporting
Concentration
46.51%
Williams Jones Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q3 2026

7 institutions reported HLIEX in Q3 2026. Williams Jones Wealth Management, LLC. leads at 46.5% 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
$568K20K0.01%Q3 2026
02
Ethos Financial Group, LLC
CIK 0001954242
$417K15K0.02%Q3 2026
03
Oakworth Capital, Inc.
CIK 0001588871
$112K4K0.01%Q3 2026
04
Transce3nd, LLC
CIK 0002023570
$99K3K0.10%Q3 2026
05
Motiv8 Investments LLC
CIK 0002024873
$12K4870.01%Q4 2025
06
Financial Gravity Asset Management, Inc.
CIK 0001741736
$7K2390.00%Q3 2026
07
Financial Gravity Companies, Inc.
CIK 0001377167
$7K2390.00%Q2 2026