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
Hung Nguyen@Guardian Financial Partners, Llc Recent Activity Increased 8.81%	1.36%	$2.278M 39,602 shares@ 57.53 avg price	Increased 8.81%
Andrew Endelman@Independent Wealth Network Inc. Recent Activity Increased 16.9%	0.85%	$2.088M 36,302 shares@ 57.54 avg price	Increased 16.9%
LEONID BERLINE@Armstrong Advisory Group, Inc Recent Activity Increased 7.8%	0.17%	$2.086M 36,254 shares@ 57.54 avg price	Increased 7.8%
Richard K. Oring@New Century Financial Group, Llc Recent Activity Increased 16.53%	0.83%	$1.951M 33,645 shares@ 57.99 avg price	Increased 16.53%
Lupe Fungalei@Diversify Wealth Management, Llc Recent Activity Increased 26.52%	0.15%	$1.915M 33,559 shares@ 57.06 avg price	Increased 26.52%
Dina Villalobos@Moseley Investment Management Inc Recent Activity Increased 9.1%	0.72%	$1.831M 31,822 shares@ 57.53 avg price	Increased 9.1%
Kim Jamieson@Galvin, Gaustad & Stein, Llc Recent Activity Increased 3.1%	0.17%	$1.8M 31,297 shares@ 57.53 avg price	Increased 3.1%
Terry Ammons@Sheets Smith Wealth Management Recent Activity Increased 0.34%	0.22%	$1.741M 30,264 shares@ 57.54 avg price	Increased 0.34%
Lisa Bittner@Somerset Trust Co Recent Activity Increased 6.46%	0.63%	$1.664M 28,930 shares@ 57.54 avg price	Increased 6.46%
Kari Haanstad@Modus Advisors, Llc Recent Activity Increased 11.27%	0.51%	$1.599M 27,802 shares@ 57.53 avg price	Increased 11.27%