JPMorgan Trust I - JHEQX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | History | Reduced | 288,664 | 9,693 | 0.7% | 0.72% | 1 | -463 | -0.16% | Q1 2026 | Apr 01, 2026 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -121,568 | -100.0% | Q4 2025 | Jan 20, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,205 | -100.0% | Q4 2025 | Jan 09, 2026 |