Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / MUTUAL FUNDS
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
983K
-
Shares change
-
-4.83K
-
Total reported value, excl. options
-
$29.3M
-
Value change
-
-$132K
-
Number of buys
-
2
-
Number of sells
-
-3
-
Price
-
$29.83
Significant Holders of JPMORGAN HEDGED EQUITY FUND I - MUTUAL FUNDS as of Q1 2024
5 filings reported holding 46637K281 - JPMORGAN HEDGED EQUITY FUND I - MUTUAL FUNDS as of Q1 2024.
JPMORGAN HEDGED EQUITY FUND I - MUTUAL FUNDS has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 983K shares
.
Largest 5 shareholders include MOTCO (688K shares), NEVILLE RODIE & SHAW INC (294K shares), TUCKER ASSET MANAGEMENT LLC (964 shares), ORG Partners LLC (0 shares), and DIVIDEND ASSETS CAPITAL, LLC (0 shares).
This table shows the top 3 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.