3 institutions reported holding $14.1M of JPMORGAN HEDGED EQUITY FUND I (JHEQX) in SEC 13F filings for 2026-03-31. Largest institutional holders: NEVILLE RODIE & SHAW INC ($9.7M), TRITONPOINT WEALTH, LLC ($4.1M), CONGRESS ASSET MANAGEMENT CO ($309,406). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | $9.7M | 288,664 | Trimmed |
| 2 | TRITONPOINT WEALTH, LLC | $4.1M | 121,131 | Trimmed |
| 3 | CONGRESS ASSET MANAGEMENT CO | $309,406 | 9,214 | Added |
Source: SEC Form 13F filings · as of 2026-03-31