JP Morgan Chase
HEQ

JP Morgan Chase’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

JP Morgan Chase’s Portfolio HEQ Stock Details HEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$8K – 5777
2018
Q3 		$8K Buy
+500
New +$8.07K ﹤0.01% 5524
2018
Q2 		– Sell
-110
Closed -$2K – 5592
2018
Q1 		$2K Buy
+110
New +$1.85K ﹤0.01% 5281

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase's HEQ Position: Q4 2018 in Review

JP Morgan Chase sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2018, closing a stake of 500 shares — an estimated $8K sold.

JP Morgan Chase first reported a position in HEQ in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 30 funds tracked by Wall St. Rank hold HEQ as of Q4 2018.

  • JP Morgan Chase reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Chase sold 500 John Hancock Hedged Equity & Income Fund shares in Q4 2018, an estimated $8K.
  • JP Morgan Chase first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2018 and held it in 2 quarters.
  • JP Morgan Chase's John Hancock Hedged Equity & Income Fund position peaked at $8K in Q3 2018.
  • 30 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2018.

Based on JP Morgan Chase's 13F filing for Q4 2018, filed 11 Feb 2019.