JPMORGAN EQUITY INCOME R6 - EQUITY FUNDS

Historical Holders from Q1 2018 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1
Holdings value
$28
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of JPMORGAN EQUITY INCOME R6 - EQUITY FUNDS across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 1 $28 $28.00 1
2025 Q2 1 $27 -$4,764,897 $27.00 1
2025 Q1 194,566 $4,764,929 -$166,385 $25.24 2
2024 Q4 201,360 $4,821,025 +$244,739 $24.47 2
2024 Q3 191,138 $4,975,000 -$609,085 $26.03 1
2024 Q2 215,770 $5,174,065 +$324,588 $23.98 2
2024 Q1 202,234 $4,965,000 -$62,727 $24.55 1
2023 Q4 204,789 $4,706,000 -$165,431 $22.98 1
2023 Q3 211,988 $4,549,000 -$11,957 $21.46 1
2023 Q2 212,516 $4,737,000 +$93,551 $22.29 2
2023 Q1 208,319 $4,571,000 +$24,090 $22.24 2
2022 Q4 207,221 $4,677,000 -$192,005 $22.56 2
2022 Q3 215,728 $4,407,000 -$34,811 $20.39 2
2022 Q2 217,432 $4,688,000 +$2,482 $21.69 2
2022 Q1 217,326 $5,170,000 +$143,139 $23.79 1
2021 Q4 211,309 $5,040,000 +$66,569 $23.85 1
2021 Q3 208,518 $4,681,000 +$4,681,000 $22.45 1
2019 Q4 0 $0 -$74,248,011 0
2019 Q3 4,013,406 $74,248,000 +$4,764,879 $18.50 1
2019 Q2 3,755,845 $68,132,000 +$271,016 $18.14 1
2019 Q1 3,740,905 $65,391,000 +$1,693,942 $17.48 1
2018 Q4 3,644,077 $57,759,000 +$4,012,595 $16.00 2
2018 Q3 3,390,937 $61,444,000 +$3,234,293 $18.12 1
2018 Q2 3,212,445 $54,932,000 +$6,510,711 $17.10 1
2018 Q1 2,831,695 $47,997,000 +$47,996,947 $16.95 1