Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / MUTUAL FUNDS
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
443K
-
Shares change
-
+88.2K
-
Total reported value, excl. options
-
$14.7M
-
Value change
-
+$2.93M
-
Number of buys
-
2
-
Number of sells
-
-2
-
Price
-
$33.12
Significant Holders of JPMORGAN HEDGED EQUITY FUND I - MUTUAL FUNDS as of Q4 2024
4 filings reported holding 46637K281 - JPMORGAN HEDGED EQUITY FUND I - MUTUAL FUNDS as of Q4 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 443K shares
.
Largest 4 shareholders include NEVILLE RODIE & SHAW INC (318K shares), TRITONPOINT WEALTH, LLC (124K shares), TUCKER ASSET MANAGEMENT LLC (970 shares), and MARIPAU WEALTH MANAGEMENT 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.