HLIEX — JPMorgan Equity Income I Institutional Holders · Q2 2026
Who owns JPMorgan Equity Income I (HLIEX)? 5 institutions reported holding $1.14M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Williams Jones Wealth Management, LLC. ($565,758), Ethos Financial Group, LLC ($402,409), Vermillion Wealth Management, Inc. ($165,050).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $565,758 | 20,395 | Added |
| 2 | Ethos Financial Group, LLC | $402,409 | 14,250 | New |
| 3 | Vermillion Wealth Management, Inc. | $165,050 | 5,950 | New |
| 4 | Financial Gravity Companies, Inc. | $6,630 | 239 | New |
| 5 | Coston, McIsaac & Partners | $0 | 5 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30