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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,988 | +13.8% | 320,339 | +8.9% | 0.76% | +13.1% |
Q1 2024 | $8,775 | +8.5% | 294,175 | +2.7% | 0.67% | +1.4% |
Q4 2023 | $8,088 | +14.0% | 286,491 | +8.3% | 0.66% | +4.4% |
Q3 2023 | $7,095 | +11.7% | 264,542 | +15.3% | 0.63% | +15.7% |
Q2 2023 | $6,350 | +12.8% | 229,398 | +6.7% | 0.55% | +7.3% |
Q1 2023 | $5,630 | +7.8% | 214,978 | +1.2% | 0.51% | +4.1% |
Q4 2022 | $5,221 | -99.9% | 212,513 | -1.7% | 0.49% | -0.2% |
Q3 2022 | $4,990,000 | -10.2% | 216,222 | -5.4% | 0.49% | -1.2% |
Q2 2022 | $5,554,000 | -5.3% | 228,664 | +0.3% | 0.50% | +14.0% |
Q1 2022 | $5,866,000 | +104.0% | 227,883 | +113.8% | 0.44% | +113.7% |
Q4 2021 | $2,876,000 | +4.3% | 106,574 | +0.1% | 0.20% | -4.7% |
Q3 2021 | $2,757,000 | -0.8% | 106,481 | -0.5% | 0.21% | 0.0% |
Q2 2021 | $2,780,000 | +173.1% | 107,012 | +163.1% | 0.21% | +154.8% |
Q1 2021 | $1,018,000 | – | 40,677 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FOSTER DYKEMA CABOT & CO INC/MA | 3,512,537 | $94,803,000 | 10.69% |
MOTCO | 656,441 | $17,717,000 | 1.10% |
True Link Financial Advisors, LLC | 127,601 | $3,444,000 | 0.46% |
ENTERPRISE FINANCIAL SERVICES CORP | 81,920 | $2,211,000 | 0.34% |
NEVILLE RODIE & SHAW INC | 106,574 | $2,876,000 | 0.20% |
Summit Global Investments | 18,007 | $486,000 | 0.03% |
DIVIDEND ASSETS CAPITAL, LLC | 1,150 | $31,000 | 0.01% |