HLIEX JPMORGAN EQUITY INCOME I: institutional ownership and insider trading

6 funds reported holding $1.15M of JPMORGAN EQUITY INCOME I in their latest 13F filings; in Q2 2026 funds net bought $481K, with 2 new positions and 0 funds selling out.

Largest institutional holders of HLIEX

  1. Williams Jones Wealth Management, LLC. — $566K
  2. Ethos Financial Group, LLC — $402K
  3. Vermillion Wealth Management, Inc. — $165K
  4. Motiv8 Investments LLC — $12.0K
  5. Financial Gravity Companies, Inc. (FGCO) — $6.63K
  6. Coston, McIsaac & Partners — $0

Who owns the most HLIEX stock?

The largest institutional holders of JPMORGAN EQUITY INCOME I in the latest 13F filings are Williams Jones Wealth Management, LLC. ($566K), Ethos Financial Group, LLC ($402K), Vermillion Wealth Management, Inc. ($165K).

All HLIEX 13F holders