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
Andrew J. Whalen@Whalen Wealth Management Inc.
Recent Activity
Decreased -0.6%
2.74%
$3.942M
68,529 shares@ 57.53 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 6.78%
0.62%
$3.934M
68,388 shares@ 57.53 avg price
Keith Mahan@Stonecrest Wealth Management, Inc.
Recent Activity
Increased 5.81%
2.56%
$3.913M
68,019 shares@ 57.53 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Increased 1.25%
1.14%
$3.903M
67,843 shares@ 57.54 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
Increased 3.44%
1.99%
$3.641M
63,292 shares@ 57.53 avg price
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
Increased 15.83%
0.61%
$3.634M
63,168 shares@ 57.53 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Increased 0.54%
0.79%
$3.565M
61,487 shares@ 57.99 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
Decreased -3.58%
2.36%
$3.309M
57,513 shares@ 57.54 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Increased 7.89%
0.45%
$3.29M
57,195 shares@ 57.54 avg price
Steven C. Merrell@Monterey Private Wealth, Inc.
Recent Activity
Increased 56.36%
1.05%
$3.175M
55,193 shares@ 57.54 avg price