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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.16%
0.17%
$83.894M
1.41M shares@ 59.51 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
Andrew Parsons@Corrigan Financial, Inc.
Recent Activity
Increased 0.92%
6.01%
$26.179M
455,049 shares@ 57.54 avg price
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
Increased 1.37%
0.9%
$19.574M
340,239 shares@ 57.54 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Increased 3%
2.59%
$19.374M
336,755 shares@ 57.53 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Increased 2.51%
2.87%
$17.573M
305,421 shares@ 57.54 avg price
Dane Petty@Lee Johnson Capital Management, Llc
Recent Activity
Increased 10.93%
8.65%
$16.387M
284,845 shares@ 57.54 avg price
Brian C. Rezny@Rezny Wealth Management, Inc.
Recent Activity
Increased 1.82%
3.36%
$13.661M
237,466 shares@ 57.54 avg price