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
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -0.64%
0.66%
$7.694M
133,742 shares@ 57.54 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Decreased -6.95%
0.15%
$7.574M
131,651 shares@ 57.53 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Decreased -2.24%
3.52%
$6.717M
115,951 shares@ 57.93 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Decreased -0.63%
0.51%
$6.071M
105,527 shares@ 57.53 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -13.49%
0.31%
$4.806M
83,534 shares@ 57.53 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
Decreased -46.98%
1.16%
$4.223M
73,408 shares@ 57.53 avg price
Andrew J. Whalen@Whalen Wealth Management Inc.
Recent Activity
Decreased -0.6%
2.74%
$3.942M
68,529 shares@ 57.53 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
Decreased -3.58%
2.36%
$3.309M
57,513 shares@ 57.54 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -7.57%
1.03%
$3.06M
53,194 shares@ 57.54 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -1.52%
0.23%
$2.985M
51,890 shares@ 57.54 avg price