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 | Reduced | 121,131 | 4,067 | 0.44% | 0.44% | 2 | -437 | -0.36% | Q1 2026 | Apr 21, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 9,214 | 309 | 0.0% | 0.0% | 3 | +9 | 0.1% | Q1 2026 | Apr 14, 2026 |