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
Joshua Ryan Standeven@Selective Wealth Management, Inc.
Recent Activity
Increased 0.57%
3.75%
$9.216M
160,274 shares@ 57.5 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 14.33%
2.03%
$9.078M
157,796 shares@ 57.53 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 3.01%
0.56%
$8.425M
146,440 shares@ 57.53 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 18.93%
0.29%
$8.38M
145,666 shares@ 57.54 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 18.09%
0.76%
$7.198M
125,121 shares@ 57.54 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Increased 0.44%
1.15%
$7.159M
124,446 shares@ 57.54 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 9.98%
1.02%
$6.966M
121,086 shares@ 57.53 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 46.6%
0.6%
$6.94M
120,631 shares@ 57.53 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 9.51%
0.21%
$7.011M
120,358 shares@ 58.25 avg price
MICHELLE ELDRIDGE@Channel Wealth Llc
Recent Activity
Increased 14.79%
2.25%
$6.883M
119,645 shares@ 57.54 avg price