JEPI

Jpmorgan Equity Premium Inco

Latest period2024 - Q4Total superinvestors209

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Thomas J Bellaro@Park Avenue Securities Llc Recent Activity Increased 147.62%	0.05%	$4.319M 75,073 shares@ 57.54 avg price	Increased 147.62%
Eric Hamilton@Avior Wealth Management, Llc Recent Activity Increased 3.34%	0.15%	$4.065M 70,658 shares@ 57.54 avg price	Increased 3.34%
Jeff Weglarz@Goldstone Financial Group, Llc Recent Activity Increased 6.78%	0.62%	$3.934M 68,388 shares@ 57.53 avg price	Increased 6.78%
Keith Mahan@Stonecrest Wealth Management, Inc. Recent Activity Increased 5.81%	2.56%	$3.913M 68,019 shares@ 57.53 avg price	Increased 5.81%
Michael Brannen@Rda Financial Network Recent Activity Increased 1.25%	1.14%	$3.903M 67,843 shares@ 57.54 avg price	Increased 1.25%
Ross Wegner@Lifestyle Asset Management, Inc. Recent Activity Increased 3.44%	1.99%	$3.641M 63,292 shares@ 57.53 avg price	Increased 3.44%
Luciana Roditi@Evolution Wealth Advisors, Llc Recent Activity Increased 15.83%	0.61%	$3.634M 63,168 shares@ 57.53 avg price	Increased 15.83%
Dominick Zizzo@Ignite Planners, Llc Recent Activity Increased 0.54%	0.79%	$3.565M 61,487 shares@ 57.99 avg price	Increased 0.54%
Jennifer Street@Claro Advisors Llc Recent Activity Increased 7.89%	0.45%	$3.29M 57,195 shares@ 57.54 avg price	Increased 7.89%
Steven C. Merrell@Monterey Private Wealth, Inc. Recent Activity Increased 56.36%	1.05%	$3.175M 55,193 shares@ 57.54 avg price	Increased 56.36%