JPMorgan Equity Premium IncoJEPIETF
13F holders, Q3 2024 (September 30)1,107holders +26
82new positions
67sold out
6famous investors
$59.49avg. 13F price*
At the end of Q3 2024, 1,107 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 26 from Q2 2024. 82 opened new positions and 67 sold out. The largest holders were Morgan Stanley ($2.3B), Bank of America Corp. ($1.8B) and JPMorgan Chase & Co. ($1.3B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $143.7M |
| Exits | 67 | $91.8M |
All 13F filers, Q2 2024 → Q3 2024: 19,524,362 shares bought and 12,145,660 shares sold, net +7,378,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,107 holders
| Morgan Stanley | 0.17% | Add +3.3% | 39,406,720 | $2.3B |
| Bank of America Corp. | 0.16% | Add +9.0% | 30,747,489 | $1.8B |
| JPMorgan Chase & Co. | 0.11% | Add +18.8% | 22,389,179 | $1.3B |
| Wells Fargo & Company | 0.18% | Reduce -1.2% | 12,503,747 | $744.1M |
| UBS Group AG | 0.12% | Add +3.4% | 7,125,130 | $424.0M |
| Royal Bank of Canada | 0.09% | Add +0.9% | 6,631,432 | $394.6M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -10.6% | 6,352,398 | $378.0M |
| Osaic Holdings, Inc. | 0.74% | Add +5.3% | 5,543,658 | $330.0M |
| Cetera Investment Advisers | 0.50% | Reduce -8.1% | 3,849,147 | $229.1M |
| Commonwealth Equity Services, LLC | 0.33% | Add +8.4% | 3,665,017 | $218.1M |
| HighTower Advisors, LLC | 0.31% | Add +2.4% | 3,573,526 | $212.6M |
| CIBC Private Wealth Group LLC | 0.36% | Add +0.3% | 3,417,174 | $203.4M |
| Raymond James Financial Services Advisors, Inc. | 0.24% | Add +3.9% | 3,011,469 | $179.2M |
| MML Investors Services, LLC | 0.57% | Add +16.9% | 2,610,159 | $155.3M |
| Janney Montgomery Scott LLC | 0.43% | Reduce -0.2% | 2,566,131 | $152.7M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +17.6% | 2,507,832 | $149.2M |
| Stifel Financial Corp. | 0.13% | Add +7.0% | 2,088,400 | $124.3M |
| Raymond James & Associates | 0.08% | Reduce -13.8% | 2,088,319 | $124.3M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Add +4.9% | 1,947,007 | $115.9M |
| LPL Financial LLC | 0.05% | Add +28.0% | 1,900,243 | $113.1M |
| RiverFront Investment Group, LLC | 2.57% | Reduce -38.9% | 1,835,727 | $109.2M |
| Cwm, LLC | 0.47% | Add +5.3% | 1,832,301 | $109.0M |
| Cornerstone Advisory, LLC | 13.53% | Add +0.5% | 1,727,971 | $102.8M |
| Enstar Group LTD | 23.54% | No change | 1,539,025 | $91.6M |
| Requisite Capital Management, LLC | 18.08% | Reduce -13.1% | 1,452,237 | $86.4M |
| First Foundation Advisors | 3.24% | Add +2.5% | 1,444,729 | $86.0M |
| Confluence Wealth Services, Inc. | 6.16% | Add +11.8% | 1,416,257 | $84.3M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -14.0% | 1,407,505 | $83.8M |
| FAS Wealth Partners, Inc. | 6.67% | Add +3.0% | 1,407,488 | $83.8M |
| Clearstead Advisors, LLC | 1.27% | Add +12.0% | 1,370,646 | $81.6M |
| Rockefeller Capital Management L.P. | 0.22% | Reduce -12.3% | 1,368,547 | $81.4M |
| Allworth Financial LP | 0.42% | Add +7.5% | 1,147,093 | $68.3M |
| Atria Wealth Solutions, Inc. | 0.74% | Add +1.9% | 1,142,963 | $68.0M |
| Baird Financial Group, Inc. | 0.13% | Add +22.6% | 1,115,217 | $66.4M |
| Kestra Advisory Services, LLC | 0.36% | Add +13.4% | 1,087,965 | $64.7M |
| Franklin Resources Inc. | 0.02% | Reduce -39.3% | 1,017,028 | $60.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +8.3% | 945,759 | $56.3M |
| Avantax Advisory Services, Inc. | 0.34% | Add +6.9% | 862,307 | $51.3M |
| Eaton Financial Holdings Company, LLC | 20.83% | — | 860,396 | $51.2M |
| Capital Investment Advisors, LLC | 1.04% | Reduce -11.3% | 846,246 | $50.4M |
| Gradient Investments LLC | 1.04% | Add +2.5% | 842,152 | $50.1M |
| Capital Advisors Inc. | 1.00% | Add +8.9% | 840,260 | $50.0M |
| Nottingham Advisors, Inc. | 5.37% | Add +2.6% | 815,304 | $48.5M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +7.2% | 756,869 | $45.0M |
| Brookstone Capital Management | 0.66% | Add +6.3% | 754,765 | $44.9M |
| Truist Financial Corp. | 0.07% | Reduce -14.1% | 705,874 | $42.0M |
| Rational Advisors, Inc. | 3.94% | Reduce -13.6% | 669,505 | $39.8M |
| Apollon Wealth Management, LLC | 1.12% | Add +19.8% | 667,073 | $39.7M |
| Sandy Spring Bank | 1.63% | Add +11.2% | 663,624 | $39.5M |
| Pacific Center for Financial Services | 10.34% | Add +1.3% | 659,861 | $39.3M |
| Cary Street Partners Investment Advisory LLC | 1.43% | Add +9.5% | 654,777 | $39.0M |
| Prosperity Consulting Group, LLC | 3.03% | Add +13.0% | 652,445 | $38.8M |
| Oakworth Capital, Inc. | 2.59% | Reduce -4.0% | 627,064 | $37.3M |
| Sanctuary Advisors, LLC | 0.23% | Add +9.3% | 611,702 | $36.8M |
| Lebenthal Global Advisors, LLC | 7.34% | Reduce -34.2% | 607,552 | $36.2M |
| Kathmere Capital Management, LLC | 3.35% | Add +4.1% | 600,218 | $35.7M |
| Teamwork Financial Advisors, LLC | 4.85% | Reduce -0.5% | 587,983 | $35.0M |
| Melia Wealth LLC | 18.08% | Add +4.4% | 587,059 | $34.9M |
| Synovus Financial Corp. | 0.40% | Add +25.4% | 579,553 | $34.5M |
| Magnus Financial Group LLC | 3.50% | Add +44.6% | 576,285 | $34.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -32.0% | 569,238 | $33.9M |
| CFO4Life Group, LLC | 5.84% | Reduce -3.5% | 554,282 | $33.0M |
| HBW Advisory Services LLC | 4.74% | Add +23.6% | 544,628 | $32.4M |
| Pinnacle Associates Ltd. | 0.55% | Reduce -5.5% | 586,946 | $32.3M |
| HUB Investment Partners, LLC | 1.36% | Add +8.9% | 524,085 | $31.2M |
| Coastal Bridge Advisors, LLC | 7.72% | Add +1.6% | 523,421 | $31.1M |
| Stephens Inc. | 0.43% | Add +4.8% | 507,647 | $30.2M |
| Leverty Financial Group, LLC | 16.41% | Reduce -1.2% | 504,707 | $30.0M |
| Prime Capital Investment Advisors, LLC | 0.43% | Reduce -0.4% | 502,203 | $29.9M |
| Marks Wealth, LLC | 12.57% | New | 492,084 | $29.3M |
| Horizon Advisory Services, Inc. | 12.94% | Add +1.0% | 476,863 | $28.4M |
| Financial Partners Group, Inc | 4.16% | Reduce -6.3% | 472,201 | $28.1M |
| Aptus Capital Advisors, LLC | 0.41% | Reduce -2.1% | 454,192 | $27.0M |
| Corrigan Financial, Inc. | 6.15% | Add +1.0% | 450,927 | $26.8M |
| Element Pointe Advisors, LLC | 6.51% | Add +17.0% | 449,499 | $26.7M |
| Prospera Financial Services Inc | 0.67% | Add +2.0% | 440,590 | $26.2M |
| Badgley Phelps Wealth Managers, LLC | 0.61% | Add +3.0% | 437,682 | $26.0M |
| Fsa Wealth Partners, Inc. | 6.00% | Add +104.0% | 417,043 | $24.8M |
| Patten & Patten Inc. | 1.65% | Add +2.2% | 417,037 | $24.8M |
| Bouchey Financial Group, Ltd. | 2.19% | Add +2.1% | 412,280 | $24.5M |
| J.W. Cole Advisors, Inc. | 1.02% | Add +3.5% | 410,679 | $24.4M |
| Focus Partners Wealth | 0.08% | Reduce -13.1% | 388,310 | $23.6M |
| Integrated Wealth Concepts LLC | 0.28% | Add +4.7% | 390,985 | $23.3M |
| SK Wealth Management, LLC | 11.68% | — | 390,659 | $22.8M |
| Kestra Private Wealth Services, LLC | 0.41% | Add +28.6% | 378,899 | $22.5M |
| Graypoint LLC | 1.44% | Reduce -1.6% | 375,839 | $22.4M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +7.8% | 369,734 | $22.0M |
| B. Riley Wealth Advisors, Inc. | 0.60% | Reduce -4.9% | 363,901 | $21.6M |
| Thoroughbred Financial Services, LLC | 1.37% | Add +3.2% | 357,853 | $21.3M |
| Cooper Financial Group | 2.74% | Reduce -3.8% | 354,168 | $21.1M |
| Sterling Investment Counsel, LLC | 7.44% | Add +4.6% | 350,768 | $20.9M |
| Childress Capital Advisors, LLC | 5.53% | Add +5.1% | 343,949 | $20.5M |
| Comerica Bank | 0.08% | Add +2.7% | 341,096 | $20.3M |
| Avantax Planning Partners, Inc. | 0.72% | Reduce -20.2% | 337,719 | $20.1M |
| Advance Capital Management, Inc. | 0.88% | Add +5.1% | 335,653 | $20.0M |
| Principal Securities, Inc. | 0.48% | Add +28.6% | 335,113 | $19.9M |
| Steele Capital Management, Inc. | 1.03% | Add +2.1% | 331,562 | $19.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.88% | Add +0.4% | 331,376 | $19.7M |
| Mechanics Bank Trust Department | 2.59% | Add +8.4% | 326,978 | $19.5M |
| Wagner Wealth Management, LLC | 5.22% | Add +1.9% | 325,045 | $19.3M |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.