JPMorgan Equity Premium IncoJEPIETF
13F holders, Q1 2024 (March 31)1,048holders
5famous investors
$57.82avg. 13F price*
At the end of Q1 2024, 1,048 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings. The largest holders were Morgan Stanley ($2.1B), Bank of America Corp. ($1.5B) and JPMorgan Chase & Co. ($1.3B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $207.6M |
| Exits | 61 | $118.0M |
Ownership 1,048 holders
| Morgan Stanley | 0.17% | Add +10.0% | 37,137,528 | $2.1B |
| Bank of America Corp. | 0.15% | Add +3.2% | 26,647,792 | $1.5B |
| JPMorgan Chase & Co. | 0.11% | Add +3.8% | 22,032,620 | $1.3B |
| Wells Fargo & Company | 0.19% | Add +9.7% | 12,250,903 | $708.8M |
| Royal Bank of Canada | 0.10% | Reduce -1.7% | 6,740,868 | $390.0M |
| UBS Group AG | 0.13% | Add +17.2% | 6,731,326 | $389.5M |
| Envestnet Asset Management Inc. | 0.14% | Add +12.5% | 6,564,485 | $379.8M |
| Osaic Holdings, Inc. | 0.81% | Reduce -2.8% | 6,303,087 | $364.7M |
| Cetera Investment Advisers | 0.56% | Add +406.2% | 4,135,711 | $239.3M |
| CIBC Private Wealth Group LLC | 0.38% | Add +5.8% | 3,355,471 | $192.2M |
| Commonwealth Equity Services, LLC | 0.28% | Add +2.8% | 2,949,703 | $170.7M |
| RiverFront Investment Group, LLC | 4.63% | Add +25.3% | 2,839,024 | $164.3M |
| Janney Montgomery Scott LLC | 0.46% | Add +10.7% | 2,682,041 | $155.2M |
| Raymond James Financial Services Advisors, Inc. | 0.22% | Add +39.1% | 2,503,336 | $144.8M |
| HighTower Advisors, LLC | 0.23% | Add +15.3% | 2,432,535 | $140.7M |
| Cambridge Investment Research Advisors, Inc. | 0.48% | Add +8.2% | 2,145,038 | $124.1M |
| MML Investors Services, LLC | 0.51% | Reduce -3.5% | 2,141,577 | $123.9M |
| Raymond James & Associates | 0.08% | Add +2.5% | 1,982,483 | $114.7M |
| Stifel Financial Corp. | 0.13% | Add +0.8% | 1,901,538 | $110.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +16.8% | 1,868,056 | $108.1M |
| Requisite Capital Management, LLC | 22.11% | Reduce -9.1% | 1,752,999 | $101.4M |
| Cornerstone Advisory, LLC | 14.16% | Add +6.2% | 1,715,998 | $99.3M |
| Rockefeller Capital Management L.P. | 0.29% | Add +12.7% | 1,706,148 | $98.7M |
| Enstar Group LTD | 25.32% | Reduce -6.6% | 1,628,135 | $94.2M |
| Franklin Resources Inc. | 0.03% | Add +1.5% | 1,599,417 | $92.5M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +5.8% | 1,504,186 | $87.0M |
| LPL Financial LLC | 0.04% | Add +20.3% | 1,436,859 | $83.1M |
| FAS Wealth Partners, Inc. | 6.71% | Add +8.1% | 1,308,082 | $75.7M |
| Cwm, LLC | 0.34% | Add +112.6% | 1,205,341 | $69.7M |
| First Foundation Advisors | 2.79% | Add +91.9% | 1,203,095 | $69.6M |
| Clearstead Advisors, LLC | 3.37% | Add +3.7% | 1,191,874 | $68.0M |
| Confluence Wealth Services, Inc. | 5.98% | Add +22.1% | 1,171,146 | $67.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -22.5% | 1,090,430 | $63.1M |
| Allworth Financial LP | 0.42% | Add +15.3% | 1,038,059 | $60.1M |
| Exchange Traded Concepts, LLC | 1.45% | New | 966,844 | $55.9M |
| Lebenthal Global Advisors, LLC | 11.85% | Add +0.5% | 920,644 | $53.3M |
| Baird Financial Group, Inc. | 0.10% | Add +22.4% | 853,038 | $49.4M |
| Atria Wealth Solutions, Inc. | 0.54% | Add +19.0% | 828,719 | $47.9M |
| Kestra Advisory Services, LLC | 0.32% | Add +23.2% | 827,579 | $47.9M |
| Rational Advisors, Inc. | 4.52% | Reduce -16.0% | 823,543 | $47.7M |
| PNC Financial Services Group, Inc. | 0.03% | Add +6.8% | 807,254 | $46.7M |
| Truist Financial Corp. | 0.07% | Reduce -17.1% | 805,913 | $46.6M |
| Americana Partners, LLC | 3.81% | Add +6.2% | 786,887 | $45.5M |
| Capital Investment Advisors, LLC | 1.06% | Add +5.3% | 782,741 | $45.3M |
| Avantax Advisory Services, Inc. | 0.40% | Add +14.2% | 779,442 | $45.1M |
| Nottingham Advisors, Inc. | 5.46% | Reduce -5.8% | 770,795 | $44.6M |
| Capital Advisors Inc. | 0.93% | Add +4.1% | 750,005 | $43.4M |
| Brookstone Capital Management | 0.75% | Add +4.4% | 725,254 | $42.0M |
| Marks Wealth, LLC | 15.84% | New | 724,421 | $41.9M |
| Atlantic Union Bankshares Corp | 3.38% | Reduce -5.1% | 692,760 | $40.1M |
| Aptus Capital Advisors, LLC | 0.85% | Add +58.6% | 681,462 | $39.4M |
| Pacific Center for Financial Services | 10.57% | Add +3.0% | 640,846 | $37.1M |
| Eaton Financial Holdings Company, LLC | 19.13% | Add +12.0% | 636,829 | $36.8M |
| Pinnacle Associates Ltd. | 0.57% | Add +6.0% | 621,973 | $36.0M |
| Hennion & Walsh Asset Management, Inc. | 1.90% | Add +135.2% | 614,703 | $35.6M |
| Steward Partners Investment Advisory, LLC | 0.38% | Add +12.1% | 598,509 | $34.6M |
| Magnus Financial Group LLC | 4.13% | Add +2.5% | 596,324 | $34.5M |
| Oakworth Capital, Inc. | 2.56% | Reduce -6.0% | 587,379 | $34.0M |
| Cambridge Trust Co. | 1.27% | Reduce -27.1% | 580,914 | $33.6M |
| CFO4Life Group, LLC | 5.97% | Add +6.7% | 568,517 | $32.9M |
| Cary Street Partners Investment Advisory LLC | 1.33% | Add +11.7% | 544,749 | $31.5M |
| Kathmere Capital Management, LLC | 3.59% | Add +4.0% | 542,463 | $31.4M |
| Melia Wealth LLC | 17.07% | Add +4.2% | 525,330 | $30.4M |
| Prime Capital Investment Advisors, LLC | 0.42% | Add +6.3% | 524,252 | $30.3M |
| Financial Partners Group, Inc | 4.77% | Reduce -5.5% | 516,635 | $29.9M |
| Coastal Bridge Advisors, LLC | 6.84% | Add +8.4% | 513,642 | $29.7M |
| Sandy Spring Bank | 1.32% | Add +18.4% | 500,218 | $28.9M |
| New York Life Investment Management LLC | 0.28% | Reduce -37.5% | 492,066 | $28.5M |
| Bricktown Capital, LLC | 5.62% | Add +34.0% | 479,655 | $27.8M |
| Apollon Wealth Management, LLC | 0.87% | Add +207.3% | 475,494 | $27.5M |
| Leverty Financial Group, LLC | 16.39% | Reduce -7.1% | 474,801 | $27.5M |
| Horizon Advisory Services, Inc. | 12.67% | — | 470,071 | $27.2M |
| 49 Wealth Management, LLC | 5.79% | Reduce -0.7% | 471,577 | $27.0M |
| Stephens Inc. | 0.41% | Add +5.5% | 459,834 | $26.6M |
| Synovus Financial Corp. | 0.34% | Add +12.4% | 453,172 | $26.2M |
| Corrigan Financial, Inc. | 6.59% | Add +1.5% | 446,508 | $25.8M |
| Prospera Financial Services Inc | 0.76% | Add +16.1% | 443,502 | $25.7M |
| Tradition Wealth Management, LLC | 2.57% | Add +4.7% | 439,354 | $25.4M |
| Integrated Wealth Concepts LLC | 0.37% | Reduce -1.1% | 437,979 | $25.3M |
| Guardian Wealth Advisors, LLC / NC | 3.10% | Add +11.1% | 437,343 | $25.3M |
| Prosperity Consulting Group, LLC | 3.11% | Add +55.6% | 428,819 | $24.8M |
| Ergawealth Advisors, Inc. | 13.58% | Reduce -12.9% | 428,207 | $24.8M |
| B. Riley Wealth Advisors, Inc. | 0.66% | Add +11.6% | 454,629 | $24.3M |
| Integrated Advisors Network LLC | 1.24% | Add +15.9% | 419,943 | $24.3M |
| HBW Advisory Services LLC | 4.49% | No change | 436,522 | $24.0M |
| Badgley Phelps Wealth Managers, LLC | 0.60% | New | 414,318 | $24.0M |
| Mercer Global Advisors Inc. | 0.07% | Add +678.2% | 404,460 | $23.4M |
| Patten & Patten Inc. | 1.65% | Add +7.2% | 401,463 | $23.2M |
| J.W. Cole Advisors, Inc. | 1.16% | Add +7.1% | 396,974 | $23.0M |
| HUB Investment Partners, LLC | 1.27% | Add +15.6% | 395,465 | $22.9M |
| Bouchey Financial Group, Ltd. | 2.25% | Add +4.4% | 395,086 | $22.9M |
| Element Pointe Advisors, LLC | 5.56% | Add +7.5% | 375,400 | $21.7M |
| Graypoint LLC | 1.56% | Reduce -14.8% | 373,170 | $21.6M |
| Delta Investment Management, LLC | 4.77% | Reduce -2.3% | 363,045 | $21.0M |
| Balyasny Asset Management L.P. | 0.06% | Add +605.6% | 362,243 | $21.0M |
| U.S. Capital Wealth Advisors, LLC | 0.82% | Add +45.1% | 362,047 | $20.9M |
| Fragasso Financial Advisors Inc | 1.75% | Add +2.5% | 358,415 | $20.7M |
| Ocean Park Asset Management, LLC | 0.97% | No change | 356,519 | $20.6M |
| Goldstein Advisors, LLC | 3.44% | Add +7.4% | 347,766 | $20.1M |
| Cooper Financial Group | 3.24% | Add +8.3% | 340,468 | $19.7M |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.