Latest Period
Q2 2026
Security Snapshot
JPMORGAN EQUITY INCOME I - EQUITY FUNDS Institutional Ownership
CUSIP: 4812C0498
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
4
Shares (Excl. Options)
40,834
Price
$27.74
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- Security type / class
- Equity / EQUITY FUNDS
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 40,834
- Total 13F value
- $1,139,847
- Portfolio coverage rank
- 0%
- Share change
- +17,321
- Value change
- +$495,487
- Number of holders
- 4
- SEC-reported price per share
- $27.74
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 4812C0498 - JPMORGAN EQUITY INCOME I - EQUITY FUNDS is tracked under CUSIP 4812C0498.
- 4 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 4 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $582,661 to $1,139,847.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 4 institutions filings for Q2 2026.
Security key
4812C0498
Latest holder period
Q2 2026
13F holders
4
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 4812C0498:
As of 30 Jun 2026, 4 institutional investors reported holding 40,834 shares of JPMORGAN EQUITY INCOME I - EQUITY FUNDS.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
45
Latest
Q2 2026
Rows shown
1-25 of 45
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 40,834 | $1,139,847 | +$495,487 | $27.74 | 4 |
| 2026 Q1 | 23,274 | $582,661 | +$72,050 | $25.02 | 2 |
| 2025 Q4 | 20,879 | $516,705 | -$331,633 | $24.70 | 2 |
| 2025 Q3 | 33,376 | $883,159 | +$311,210 | $26.46 | 3 |
| 2025 Q2 | 21,678 | $546,492 | -$891,027 | $25.21 | 2 |
| 2025 Q1 | 58,100 | $1,422,850 | +$3,234 | $24.49 | 3 |
| 2024 Q4 | 57,969 | $1,388,180 | +$11,672 | $23.94 | 3 |
| 2024 Q3 | 57,485 | $1,496,145 | -$120,312 | $26.02 | 3 |
| 2024 Q2 | 62,108 | $1,489,744 | -$65,722 | $23.99 | 3 |
| 2024 Q1 | 62,950 | $1,545,753 | +$2,872 | $24.55 | 3 |
| 2023 Q4 | 64,901 | $1,491,698 | +$43,063 | $22.98 | 4 |
| 2023 Q3 | 63,027 | $1,352,470 | -$23,922 | $21.46 | 3 |
| 2023 Q2 | 64,142 | $1,429,081 | +$2,763 | $22.28 | 3 |
| 2023 Q1 | 64,018 | $1,401,073 | -$43,552 | $21.95 | 3 |
| 2022 Q4 | 65,945 | $1,489,807 | -$109,209 | $22.60 | 4 |
| 2022 Q3 | 68,747 | $1,405,000 | -$723,307 | $20.43 | 3 |
| 2022 Q2 | 102,318 | $2,206,000 | +$731,261 | $21.56 | 4 |
| 2022 Q1 | 68,379 | $1,626,000 | -$429,155 | $23.79 | 3 |
| 2021 Q4 | 86,355 | $2,061,000 | +$739,694 | $23.87 | 4 |
| 2021 Q3 | 55,362 | $1,242,000 | +$45,444 | $22.43 | 3 |
| 2021 Q2 | 53,337 | $1,214,000 | -$46,761 | $22.76 | 3 |
| 2021 Q1 | 55,390 | $1,192,000 | -$1,099,003 | $21.52 | 3 |
| 2020 Q4 | 111,306 | $2,196,000 | +$1,154,814 | $19.73 | 4 |
| 2020 Q3 | 52,758 | $926,000 | +$267,370 | $17.55 | 3 |
| 2020 Q2 | 37,526 | $620,000 | +$1,453 | $16.52 | 2 |