JPMorgan Equity Premium IncoJEPIETF
13F holders, Q2 2024 (June 30)1,081holders +33
95new positions
67sold out
4famous investors
$56.45avg. 13F price*
At the end of Q2 2024, 1,081 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 33 from Q1 2024. 95 opened new positions and 67 sold out. The largest holders were Morgan Stanley ($2.2B), Bank of America Corp. ($1.6B) and JPMorgan Chase & Co. ($1.1B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $76.8M |
| Exits | 67 | $230.8M |
All 13F filers, Q1 2024 → Q2 2024: 19,173,756 shares bought and 15,362,800 shares sold, net +3,810,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,081 holders
| Morgan Stanley | 0.17% | Add +2.7% | 38,132,552 | $2.2B |
| Bank of America Corp. | 0.15% | Add +5.9% | 28,210,346 | $1.6B |
| JPMorgan Chase & Co. | 0.09% | Reduce -14.4% | 18,852,773 | $1.1B |
| Wells Fargo & Company | 0.19% | Add +3.3% | 12,656,335 | $717.4M |
| Envestnet Asset Management Inc. | 0.14% | Add +8.2% | 7,104,167 | $402.7M |
| UBS Group AG | 0.12% | Add +2.4% | 6,892,855 | $390.7M |
| Royal Bank of Canada | 0.09% | Reduce -2.5% | 6,571,983 | $372.5M |
| Osaic Holdings, Inc. | 0.71% | Reduce -16.4% | 5,266,740 | $298.6M |
| Cetera Investment Advisers | 0.55% | Add +1.3% | 4,188,012 | $237.4M |
| HighTower Advisors, LLC | 0.31% | Add +43.5% | 3,489,668 | $197.8M |
| Commonwealth Equity Services, LLC | 0.30% | Add +14.6% | 3,379,837 | $191.6M |
| CIBC Private Wealth Group LLC | 0.36% | Add +1.5% | 3,405,740 | $191.5M |
| RiverFront Investment Group, LLC | 4.54% | Add +5.9% | 3,005,845 | $170.4M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +15.8% | 2,899,066 | $164.3M |
| Janney Montgomery Scott LLC | 0.44% | Reduce -4.2% | 2,570,551 | $145.7M |
| Raymond James & Associates | 0.09% | Add +22.1% | 2,421,638 | $137.3M |
| MML Investors Services, LLC | 0.51% | Add +4.3% | 2,233,759 | $126.6M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +14.2% | 2,132,770 | $120.9M |
| Stifel Financial Corp. | 0.12% | Add +2.7% | 1,952,262 | $110.7M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Reduce -13.4% | 1,856,788 | $105.2M |
| Cwm, LLC | 0.47% | Add +44.4% | 1,739,888 | $98.6M |
| Cornerstone Advisory, LLC | 13.71% | Add +0.2% | 1,719,378 | $97.5M |
| Franklin Resources Inc. | 0.03% | Add +4.8% | 1,676,558 | $95.0M |
| Requisite Capital Management, LLC | 21.45% | Reduce -4.7% | 1,670,568 | $94.7M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +8.8% | 1,636,124 | $92.7M |
| Rockefeller Capital Management L.P. | 0.25% | Reduce -8.6% | 1,559,745 | $88.4M |
| Enstar Group LTD | 24.96% | Reduce -5.5% | 1,539,025 | $87.2M |
| LPL Financial LLC | 0.04% | Add +3.3% | 1,484,230 | $84.1M |
| First Foundation Advisors | 3.06% | Add +17.2% | 1,409,827 | $79.9M |
| FAS Wealth Partners, Inc. | 6.70% | Add +4.5% | 1,367,148 | $77.5M |
| Confluence Wealth Services, Inc. | 5.72% | Add +8.2% | 1,266,877 | $71.8M |
| Clearstead Advisors, LLC | 1.18% | Add +2.7% | 1,224,139 | $69.4M |
| Atria Wealth Solutions, Inc. | 0.70% | Add +35.3% | 1,121,521 | $63.6M |
| Allworth Financial LP | 0.39% | Add +2.8% | 1,066,922 | $60.6M |
| Kestra Advisory Services, LLC | 0.30% | Add +15.9% | 959,515 | $54.4M |
| Capital Investment Advisors, LLC | 1.22% | Add +21.9% | 953,886 | $54.1M |
| Lebenthal Global Advisors, LLC | 11.48% | Add +0.3% | 923,467 | $52.3M |
| Baird Financial Group, Inc. | 0.11% | Add +6.7% | 909,966 | $51.6M |
| PNC Financial Services Group, Inc. | 0.03% | Add +8.2% | 873,213 | $49.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -23.2% | 837,028 | $47.4M |
| Truist Financial Corp. | 0.07% | Add +2.0% | 821,676 | $46.6M |
| Gradient Investments LLC | 1.05% | Add +176.5% | 821,254 | $46.5M |
| Avantax Advisory Services, Inc. | 0.33% | Add +3.5% | 806,414 | $45.7M |
| Nottingham Advisors, Inc. | 5.34% | Add +3.1% | 794,437 | $45.0M |
| Rational Advisors, Inc. | 4.39% | Reduce -5.9% | 775,108 | $43.9M |
| Capital Advisors Inc. | 0.90% | Add +2.8% | 771,285 | $43.7M |
| Brookstone Capital Management | 0.68% | Reduce -2.1% | 709,772 | $40.7M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +18.0% | 706,135 | $40.0M |
| 49 Wealth Management, LLC | 7.52% | Add +44.1% | 679,411 | $38.1M |
| Oakworth Capital, Inc. | 2.70% | Add +11.2% | 652,880 | $37.0M |
| Pacific Center for Financial Services | 10.35% | Add +1.7% | 651,624 | $36.9M |
| Atlantic Union Bankshares Corp | 2.30% | Reduce -6.0% | 651,131 | $36.9M |
| Pinnacle Associates Ltd. | 0.55% | Reduce -0.2% | 620,882 | $35.2M |
| Cary Street Partners Investment Advisory LLC | 1.36% | Add +9.8% | 597,936 | $33.9M |
| Sandy Spring Bank | 1.49% | Add +19.3% | 596,612 | $33.8M |
| Teamwork Financial Advisors, LLC | 4.97% | Add +104.3% | 591,176 | $33.5M |
| Prosperity Consulting Group, LLC | 4.44% | Add +34.7% | 577,549 | $32.7M |
| Kathmere Capital Management, LLC | 3.46% | Add +6.3% | 576,429 | $32.7M |
| CFO4Life Group, LLC | 6.12% | Add +1.0% | 574,212 | $32.5M |
| Melia Wealth LLC | 17.39% | Add +7.1% | 562,535 | $31.9M |
| Apollon Wealth Management, LLC | 0.96% | Add +17.1% | 556,791 | $31.6M |
| Sanctuary Advisors, LLC | 0.23% | — | 559,782 | $31.5M |
| Coastal Bridge Advisors, LLC | 7.25% | Add +0.3% | 515,136 | $29.2M |
| Leverty Financial Group, LLC | 17.12% | Add +7.5% | 510,646 | $28.9M |
| Americana Partners, LLC | 2.26% | Reduce -35.6% | 506,922 | $28.7M |
| Prime Capital Investment Advisors, LLC | 0.42% | Reduce -3.8% | 504,232 | $28.6M |
| Financial Partners Group, Inc | 4.51% | Reduce -2.5% | 503,778 | $28.6M |
| Stephens Inc. | 0.42% | Add +5.3% | 484,185 | $27.4M |
| HUB Investment Partners, LLC | 1.32% | Add +21.7% | 481,285 | $27.3M |
| Horizon Advisory Services, Inc. | 12.81% | Add +0.5% | 472,229 | $26.8M |
| Aptus Capital Advisors, LLC | 0.50% | Reduce -31.9% | 464,125 | $26.3M |
| Synovus Financial Corp. | 0.35% | Add +2.0% | 462,218 | $26.2M |
| Corrigan Financial, Inc. | 6.59% | No change | 446,508 | $25.8M |
| Focus Partners Wealth | 0.09% | Add +3202.8% | 446,704 | $25.3M |
| Integrated Advisors Network LLC | 1.29% | Add +5.5% | 442,913 | $25.1M |
| HBW Advisory Services LLC | 4.15% | Add +1.0% | 440,788 | $25.0M |
| Prospera Financial Services Inc | 0.68% | Reduce -2.6% | 432,006 | $24.5M |
| Badgley Phelps Wealth Managers, LLC | 0.60% | Add +2.5% | 424,758 | $24.1M |
| Avantax Planning Partners, Inc. | 0.77% | Add +48.2% | 423,270 | $24.0M |
| Patten & Patten Inc. | 1.62% | Add +1.6% | 408,009 | $23.1M |
| Bouchey Financial Group, Ltd. | 2.17% | Add +2.2% | 403,636 | $22.9M |
| Magnus Financial Group LLC | 2.55% | Reduce -33.2% | 398,551 | $22.6M |
| J.W. Cole Advisors, Inc. | 1.06% | Reduce -0.1% | 396,780 | $22.5M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -2.3% | 395,141 | $22.4M |
| Element Pointe Advisors, LLC | 5.52% | Add +2.3% | 384,131 | $21.8M |
| B. Riley Wealth Advisors, Inc. | 0.55% | Reduce -15.8% | 382,633 | $21.7M |
| Graypoint LLC | 1.50% | Add +2.4% | 382,000 | $21.7M |
| U.S. Capital Wealth Advisors, LLC | 0.81% | Add +3.1% | 373,429 | $21.2M |
| Integrated Wealth Concepts LLC | 0.29% | Reduce -14.8% | 373,293 | $21.2M |
| New York Life Investment Management LLC | 0.21% | Reduce -24.5% | 371,724 | $21.1M |
| Cooper Financial Group | 3.07% | Add +8.1% | 367,956 | $20.9M |
| Goldstein Advisors, LLC | 3.42% | Add +3.6% | 360,395 | $20.4M |
| Thoroughbred Financial Services, LLC | 1.31% | Add +8.5% | 346,714 | $19.7M |
| Ergawealth Advisors, Inc. | 10.60% | Reduce -19.8% | 343,440 | $19.5M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +7.6% | 343,082 | $19.4M |
| HTLF Bank | 2.21% | Add +1.3% | 342,762 | $19.4M |
| Sterling Investment Counsel, LLC | 7.49% | Add +6728.1% | 335,467 | $19.0M |
| Comerica Bank | 0.08% | Add +13.5% | 332,104 | $18.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.93% | Add +1.4% | 329,996 | $18.7M |
| Childress Capital Advisors, LLC | 5.22% | Add +1.0% | 327,195 | $18.5M |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.