HLIEX

JPMORGAN CORE BOND I

Institutional Ownership · Q4 2025

Filing: Q4 2025

JPMORGAN CORE BOND I (HLIEX) is held by 7 institutional investors with combined holdings of $2M. Major holders include Williams Jones Wealth Man, FULTON BANK, N.A., Westside Investment Manag.

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Institutional Holders

Total Value

$1.6M

Ownership %

—

🏦 Top Institutional Holders

Williams Jones Wealth Management, LLC.

Westside Investment Management, Inc.

8.6K shares

$89.3K

Coston, McIsaac & Partners

6.0K shares

$78.0K

Oakworth Capital, Inc.

522 shares

$42.7K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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