WealthPLAN Partners, LLC - JPMorgan Hedged Equity Select ownership

JPMorgan Hedged Equity Select's ticker is and the CUSIP is 46637K281. A total of 4 filers reported holding JPMorgan Hedged Equity Select in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of JPMorgan Hedged Equity Select
ValueSharesWeighting
Q2 2016$798,401,000
+75.4%
49,042
+72.8%
0.10%
+37.8%
Q4 2015$455,309,00028,3860.07%
Other shareholders
JPMorgan Hedged Equity Select shareholders Q3 2023
NameSharesValueWeighting ↓
MOTCO 694,655$17,067,6721.27%
NEVILLE RODIE & SHAW INC 212,513$5,2210.49%
Register Financial Advisors LLC 2,645$64,9820.04%
Laffer Tengler Investments, Inc. 2,378$58,4490.02%
DIVIDEND ASSETS CAPITAL, LLC 1,150$280.01%
View complete list of JPMorgan Hedged Equity Select shareholders