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
Kristina Bentzen@Paradigm, Strategies In Wealth Management, Llc
Recent Activity
Increased 62.8%
0.74%
$1.12M
19,472 shares@ 57.53 avg price
Christina Duncan@Marion Wealth Management
Recent Activity
Increased 1.65%
0.29%
$1.071M
18,623 shares@ 57.53 avg price
Stephanie West@Capital Market Strategies Llc
Recent Activity
Increased 3.14%
0.55%
$939,438
16,330 shares@ 57.53 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Increased 16.09%
0.03%
$912,908
15,868 shares@ 57.54 avg price
Therese C.D. Linden@Bank Of New Hampshire
Recent Activity
Increased 45.48%
0.24%
$901,783
15,675 shares@ 57.54 avg price
Holly Jinks@Iam Advisory, Llc
Recent Activity
Increased 0.83%
0.22%
$865,309
15,041 shares@ 57.54 avg price
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
Increased 211.68%
0.06%
$166,060
14,571 shares@ 11.4 avg price
Timothy Monaco@Mra Advisory Group
Recent Activity
Increased 11.51%
0.44%
$816,212
14,188 shares@ 57.53 avg price
Ashleigh Swayze@Grandview Asset Management Llc
Recent Activity
Increased 69.56%
0.3%
$793,000
13,785 shares@ 57.53 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 5.03%
0.07%
$729,308
12,677 shares@ 57.54 avg price