DOSSIER · 13F Holders · Q2 2026
JHEQX

JPMORGAN HEDGED EQUITY I

3 institutions still hold JPMORGAN HEDGED EQUITY I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46637K281·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$10M
visible holders
Holders
3
filers reporting
Concentration
94.99%
NEVILLE RODIE & SHAW INC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported JHEQX in Q2 2026. NEVILLE RODIE & SHAW INC leads at 95.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NEVILLE RODIE & SHAW INC
CIK 0000071210
$10M286K0.64%Q2 2026
02
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378
$319K9K0.00%Q2 2026
03
McLaughlin Asset Management, Inc.
CIK 0002112239
$202K6K0.14%Q2 2026