JPMorgan Hedged Equity Select's ticker is and the CUSIP is 46637K281. A total of 3 filers reported holding JPMorgan Hedged Equity Select in Q4 2020. The put-call ratio across all filers is - and the average weighting 4.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,905,134 | -1.8% | 704,889 | +1.3% | 1.29% | +2.5% |
| Q2 2023 | $19,254,559 | +5.6% | 695,613 | -0.1% | 1.26% | +1.9% |
| Q1 2023 | $18,230,327 | +6.8% | 696,080 | +0.2% | 1.24% | -2.4% |
| Q4 2022 | $17,067,672 | +9.5% | 694,655 | +2.8% | 1.27% | +2.8% |
| Q3 2022 | $15,588,000 | -3.8% | 675,418 | +1.3% | 1.23% | +1.3% |
| Q2 2022 | $16,201,000 | -5.9% | 666,983 | -0.4% | 1.22% | +8.9% |
| Q1 2022 | $17,225,000 | -2.8% | 669,711 | +2.0% | 1.12% | +2.1% |
| Q4 2021 | $17,717,000 | +5.1% | 656,441 | +0.9% | 1.10% | -0.4% |
| Q3 2021 | $16,850,000 | +0.6% | 650,852 | +1.0% | 1.10% | +0.1% |
| Q2 2021 | $16,744,000 | +7.2% | 644,469 | +3.2% | 1.10% | -0.5% |
| Q1 2021 | $15,625,000 | +6.6% | 624,508 | +2.1% | 1.10% | +2.2% |
| Q4 2020 | $14,661,000 | +9.8% | 611,644 | +4.8% | 1.08% | +1.0% |
| Q3 2020 | $13,347,000 | +11.3% | 583,355 | +6.7% | 1.07% | +3.5% |
| Q2 2020 | $11,993,000 | +10.0% | 546,889 | +1.2% | 1.03% | -5.4% |
| Q1 2020 | $10,901,000 | -4.0% | 540,440 | +1.2% | 1.09% | +14.2% |
| Q4 2019 | $11,350,000 | +8.7% | 533,837 | +4.6% | 0.96% | +1.8% |
| Q3 2019 | $10,441,000 | – | 510,564 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOSTER DYKEMA CABOT & CO INC/MA | 3,374,411 | $80,885,000 | 11.34% |
| MOTCO | 611,644 | $14,661,000 | 1.08% |
| True Link Financial Advisors, LLC | 126,664 | $3,036,000 | 0.48% |