CUSIP 46637K281
JPMORGAN HEDGED EQUITY FUND I
10 institutions · $26.8M total · 1,132,210 shares · CAT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MOTCO | 670,403 | $20.9M | 59.21% | 2024-06-30 |
| 2 | TRITONPOINT WEALTH, LLC | 121,568 | $4.3M | 10.73% | 2025-12-31 |
| 3 | MARIPAU WEALTH MANAGEMENT LLC | 25,044 | $819.7K | 2.21% | 2024-09-30 |
| 4 | CONGRESS ASSET MANAGEMENT CO /MA | 9,205 | $325.5K | 0.81% | 2025-12-31 |
| 5 | Brooklyn Investment Group | 8,024 | $265.6K | 0.70% | 2025-06-30 |
| 6 | ORG Partners LLC | 4,095 | $127.8K | 0.36% | 2024-06-30 |
| 7 | Register Financial Advisors LLC | 2,645 | $65.0K | 0.23% | 2023-03-31 |
| 8 | TUCKER ASSET MANAGEMENT LLC | 970 | $32.1K | 0.08% | 2024-12-31 |
| 9 | NEVILLE RODIE & SHAW INC | 289,127 | $10.2K | 25.53% | 2025-12-31 |
| 10 | DIVIDEND ASSETS CAPITAL, LLC | 1,129 | $30 | 0.09% | 2023-12-31 |