5 institutions reported holding $1.1M of JPMORGAN EQUITY INCOME I (HLIEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Williams Jones Wealth Management, LLC. ($565,758), Ethos Financial Group, LLC ($402,409), Vermillion Wealth Management, Inc. ($165,050), Financial Gravity Companies, Inc. ($6,630), Coston, McIsaac & Partners ($0). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30