HLIEX institutional holders
JPMORGAN EQUITY INCOME I · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 40,839 |
| Reported value | $1.1m |
| Quarter flows | 3 new, 1 added, 1 trimmed, 0 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 20,395 | $565,758 | 0.0% |
| Ethos Financial Group, LLC | 14,250 | $402,409 | 0.0% |
| Vermillion Wealth Management, Inc. | 5,950 | $165,050 | 0.0% |
| Financial Gravity Companies, Inc. | 239 | $6,630 | 0.0% |
| Coston, McIsaac & Partners | 5 | $0 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("HLIEX"). HLIEX price history · All 13F data