JPMORGAN HEDGED EQUITY I - EQUITY FUNDS

Historical Holders from Q1 2015 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
440,767
Holdings value
$15,228,025
% of all portfolios
0%
Number of holders
3
Number of buys
2
Number of sells
-2
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of JPMORGAN HEDGED EQUITY I - EQUITY FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 440,767 $15,228,025 -$282,451 $34.55 3
2025 Q2 449,279 $14,870,984 +$857,481 $33.1 4
2025 Q1 423,373 $13,328,177 -$596,614 $31.48 3
2024 Q4 443,294 $14,681,621 +$2,931,740 $33.12 3
2024 Q3 355,070 $11,621,363 -$20,738,931 $32.73 3
2024 Q2 1,021,880 $31,862,175 +$1,209,137 $31.18 4
2024 Q1 983,105 $29,325,783 -$1,512,301 $29.83 3
2023 Q4 1,014,155 $29,270,018 +$1,690,690 $28.24 5
2023 Q3 976,932 $26,201,066 +$1,361,716 $26.82 4
2023 Q2 926,161 $25,636,559 +$386,235 $27.68 3
2023 Q1 912,208 $23,888,327 -$21,555 $26.19 3
2022 Q4 913,341 $22,440,103 +$381,728 $24.57 5
2022 Q3 895,160 $20,659,708 -$2,002,758 $23.08 4
2022 Q2 977,695 $23,748,000 -$90,552,117 $24.29 4
2022 Q1 4,498,550 $115,708,000 -$328,470 $25.72 5
2021 Q4 4,504,230 $121,568,000 +$4,256,165 $26.99 7
2021 Q3 4,346,533 $112,531,000 +$1,828,675 $25.89 4
2021 Q2 4,275,864 $111,087,000 +$2,475,731 $25.98 5
2021 Q1 4,180,567 $104,598,000 +$1,697,706 $25.02 5
2020 Q4 4,112,719 $98,582,000 -$4,771,978 $23.97 3
2020 Q3 4,185,135 $95,756,000 -$759,964 $22.88 2
2020 Q2 4,218,382 $92,509,000 -$714,062 $21.93 3
2020 Q1 4,250,952 $85,742,000 +$1,387,774 $20.17 2
2019 Q4 4,181,972 $88,910,000 -$823,116 $21.26 3
2019 Q3 4,220,711 $86,314,000 +$10,946,548 $20.45 2
2019 Q2 3,685,426 $74,777,000 -$937,955 $20.29 1
2019 Q1 3,731,976 $73,414,000 -$344,658 $19.82 2
2018 Q4 3,729,215 $70,780,000 -$751,925 $18.98 1
2018 Q3 3,768,832 $75,904,000 -$1,073,116 $20.14 1
2018 Q2 3,822,115 $75,869,000 -$879,772 $19.85 1
2018 Q1 3,866,436 $73,192,000 -$400,788 $18.93 1
2017 Q4 3,887,608 $75,147,000 -$963,169 $19.33 1
2017 Q3 3,937,436 $74,142,000 -$664,304 $18.83 1
2017 Q2 3,972,715 $72,621,000 +$1,653,421 $18.28 1
2017 Q1 3,882,265 $69,648,000 +$18,722,964 $17.94 1
2016 Q4 2,838,624 $49,193,000 +$27,670,959 $17.33 1
2016 Q3 1,241,904 $20,777,000 -$798,390,259 $16.73 1
2016 Q2 1,290,304 $818,609,000 +$336,115,618 $8,148.11 2
2016 Q1 1,251,268 $20,045,000 +$451,821 $16.02 1
2015 Q4 1,251,450 $474,927,000 +$457,212,023 $8,027.98 2
2015 Q3 1,104,422 $17,119,000 +$17,119,000 $15.5 1
2015 Q2 0 $0 -$645,000 0
2015 Q1 38,879 $645,000 +$645,000 $16.59 1