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
Mark J. Riley@Transform Wealth, Llc Recent Activity Increased 189.7%	0.09%	$1.557M 26,887 shares@ 57.93 avg price	Increased 189.7%
Trevor Hodges@Sax Wealth Advisors, Llc Recent Activity Increased 208.15%	0.12%	$1.519M 26,399 shares@ 57.53 avg price	Increased 208.15%
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc. Recent Activity Increased 76.7%	0.29%	$1.401M 24,350 shares@ 57.54 avg price	Increased 76.7%
Phillip G. Trueblood@Trueblood Wealth Management, Llc Recent Activity Increased 0.18%	0.69%	$1.381M 24,001 shares@ 57.54 avg price	Increased 0.18%
Deanna Hutchinson@Sovereign Financial Group, Inc. Recent Activity Increased 7.03%	0.32%	$1.357M 23,584 shares@ 57.54 avg price	Increased 7.03%
Nathan Deets@Advisors Management Group Inc Adv Recent Activity Increased 143.78%	0.33%	$1.356M 23,573 shares@ 57.53 avg price	Increased 143.78%
Morgan Christen@Spinnaker Investment Group, Llc Recent Activity Increased 15.92%	0.32%	$1.319M 22,926 shares@ 57.54 avg price	Increased 15.92%
John Howard@Howard Financial Services, Ltd. Recent Activity Increased 0.31%	0.17%	$1.236M 21,483 shares@ 57.54 avg price	Increased 0.31%
Anneliese Griego@Smith Anglin Financial, Llc Recent Activity Increased 21.74%	0.12%	$1.236M 21,482 shares@ 57.53 avg price	Increased 21.74%
Mark Buchanan@Ern Financial, Llc Recent Activity Increased 2.25%	0.19%	$1.234M 21,451 shares@ 57.53 avg price	Increased 2.25%