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
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
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Decreased -2.24%
3.52%
$6.717M
115,951 shares@ 57.93 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 33.27%
0.55%
$6.564M
114,094 shares@ 57.54 avg price
Greg Lowe@Lowe Wealth Advisors, Llc
Recent Activity
Increased 8.7%
2.7%
$6.327M
109,975 shares@ 57.54 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Decreased -0.63%
0.51%
$6.071M
105,527 shares@ 57.53 avg price
Amanda Glidden@Thomasville National Bank
Recent Activity
Increased 6.39%
0.43%
$5.917M
102,844 shares@ 57.53 avg price
Anthony Farina@Capital Advisors Wealth Management, Llc
Recent Activity
Increased 0.81%
1.01%
$5.648M
98,182 shares@ 57.53 avg price