Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / MUTUAL FUNDS
-
Number of holders
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4
-
Total 13F shares, excl. options
-
977K
-
Shares change
-
+50.8K
-
Total reported value, excl. options
-
$26.2M
-
Value change
-
+$1.36M
-
Number of buys
-
3
-
Number of sells
-
-1
-
Price
-
$26.82
Significant Holders of JPMORGAN HEDGED EQUITY FUND I - MUTUAL FUNDS as of Q3 2023
4 filings reported holding 46637K281 - JPMORGAN HEDGED EQUITY FUND I - MUTUAL FUNDS as of Q3 2023.
JPMORGAN HEDGED EQUITY FUND I - MUTUAL FUNDS has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 977K shares
.
Largest 4 shareholders include MOTCO (705K shares), NEVILLE RODIE & SHAW INC (265K shares), ORG Partners LLC (6.37K shares), and DIVIDEND ASSETS CAPITAL, LLC (1.13K shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.