13FBOX
JPMORGAN HEDGED EQUITY I · 13F Institutional Holdings
Options Calculator Rankings
J

JPMORGAN HEDGED EQUITY I

JHEQX
Institutions
2
Combined AUM (Q2 2026)
$10.2M
Combined Shares (Q2 2026)
294,725
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+11
1 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-124,295
2 · 1 Exit · ≈
⚖️ Net
-124,284
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$10.2M
Institutions
2
New Buys
0
Adds
1
Reduces
1
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NEVILLE RODIE & SHAW INC
0.64%0.71%#1$9.9M285,500$9.7M288,664-3,164-1.10%Reduce
CONGRESS ASSET MANAGEMENT CO
<0.01%<0.01%#2$319,4629,225$309,4069,214+11+0.12%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow