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 | 284,794 | 10,076 | 0.68% | 0.64% | 1 | -706 | -0.25% | Q3 2026 | Oct 05, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 9,225 | 319 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| McLaughlin Asset Management, Inc. | History | No change | 5,839 | 202 | 1.35% | 1.35% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |