2 institutions reported holding $582,661 of JPMORGAN TR II EQTY INCOME SL (HLIEX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Williams Jones Wealth Management, LLC. ($510,661), Coston, McIsaac & Partners ($72,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $510,661 | 20,394 | Added |
| 2 | Coston, McIsaac & Partners | $72,000 | 2,880 | New |
Source: SEC Form 13F filings · as of 2026-03-31