JEPI

Jpmorgan Equity Premium Inco

Latest period2024 - Q4Total superinvestors209

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 209 superinvestors own shares of Jpmorgan Equity Premium Inco (JEPI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Jpmorgan Equity Premium Inco (JEPI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Jpmorgan Equity Premium Inco (JEPI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Jpmorgan Equity Premium Inco (JEPI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -4.16%
0.4%
$141.485M
2.459M shares@ 57.54 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.16%
0.17%
$83.894M
1.41M shares@ 59.51 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -5.89%
0.94%
$45.814M
796,351 shares@ 57.53 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 0.55%
0.64%
$43.66M
758,913 shares@ 57.54 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Increased 6.67%
4.69%
$36.082M
627,187 shares@ 57.53 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Increased 3.2%
3.2%
$35.633M
619,386 shares@ 57.54 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Decreased -0.41%
3.19%
$33.017M
573,910 shares@ 57.53 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -4.27%
30.79%
$299.994M
521,370 shares@ 575.4 avg price
Andrew Parsons@Corrigan Financial, Inc.
Recent Activity
Increased 0.92%
6.01%
$26.179M
455,049 shares@ 57.54 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Decreased -1.29%
1.3%
$21.343M
370,985 shares@ 57.53 avg price