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
Carolyn Ham@Lionsbridge Wealth Management Llc
Recent Activity
Increased 48.66%
4.47%
$5.315M
92,378 shares@ 57.53 avg price
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
Increased 4.14%
0.36%
$5.255M
91,343 shares@ 57.54 avg price
John Salomon@J2 Capital Management Inc
Recent Activity
Increased 5.2%
4.84%
$5.153M
89,574 shares@ 57.53 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 10.65%
0.48%
$5.098M
88,623 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
Hannah Perez@Herbst Group, Llc
Recent Activity
Increased 64.12%
2.98%
$4.778M
83,059 shares@ 57.53 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Increased 595.49%
0.33%
$4.747M
82,512 shares@ 57.54 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 147.62%
0.05%
$4.319M
75,073 shares@ 57.54 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
Decreased -46.98%
1.16%
$4.223M
73,408 shares@ 57.53 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 3.34%
0.15%
$4.065M
70,658 shares@ 57.54 avg price