JPMorgan Equity Premium IncoJEPIETF
13F holders, Q4 2024 (December 31)1,256holders +149
90new positions
48sold out
6famous investors
$58.48avg. 13F price*
At the end of Q4 2024, 1,256 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 149 from Q3 2024. 90 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($2.4B), Bank of America Corp. ($1.8B) and JPMorgan Chase & Co. ($1.2B). 6 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $119.5M |
| Exits | 48 | $155.0M |
All 13F filers, Q3 2024 → Q4 2024: 21,604,088 shares bought and 8,343,742 shares sold, net +13,260,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,256 holders
| Morgan Stanley | 0.17% | Add +5.3% | 41,514,457 | $2.4B |
| Bank of America Corp. | 0.17% | Add +1.6% | 31,254,116 | $1.8B |
| JPMorgan Chase & Co. | 0.09% | Reduce -7.4% | 20,730,640 | $1.2B |
| Wells Fargo & Company | 0.20% | Add +16.4% | 14,555,046 | $837.4M |
| UBS Group AG | 0.10% | Add +7.6% | 7,668,440 | $441.2M |
| Royal Bank of Canada | 0.09% | Add +10.8% | 7,346,281 | $422.6M |
| Envestnet Asset Management Inc. | 0.13% | Add +7.6% | 6,836,665 | $393.3M |
| Osaic Holdings, Inc. | 0.73% | Add +2.2% | 5,665,544 | $326.1M |
| Raymond James Financial Inc. | 0.12% | — | 5,602,308 | $322.3M |
| HBW Advisory Services LLC | 30.79% | Reduce -4.3% | 521,370 | $300.0M |
| Commonwealth Equity Services, LLC | 0.35% | Add +12.6% | 4,124,862 | $237.3M |
| HighTower Advisors, LLC | 0.29% | Add +3.0% | 3,682,072 | $211.8M |
| Cetera Investment Advisers | 0.44% | Reduce -5.8% | 3,624,250 | $208.5M |
| CIBC Private Wealth Group LLC | 0.36% | Add +0.7% | 3,440,098 | $199.1M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +12.9% | 2,832,139 | $162.9M |
| MML Investors Services, LLC | 0.54% | Add +4.7% | 2,732,984 | $157.2M |
| Janney Montgomery Scott LLC | 0.39% | Reduce -4.2% | 2,459,323 | $141.5M |
| Stifel Financial Corp. | 0.14% | Add +7.8% | 2,251,807 | $129.5M |
| LPL Financial LLC | 0.05% | Add +17.3% | 2,229,146 | $128.2M |
| RiverFront Investment Group, LLC | 2.62% | Add +9.1% | 2,002,917 | $115.2M |
| Cwm, LLC | 0.47% | Add +7.8% | 1,975,605 | $113.7M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +1.2% | 1,970,127 | $113.3M |
| Cornerstone Advisory, LLC | 12.40% | Add +6.8% | 1,844,599 | $109.1M |
| Confluence Wealth Services, Inc. | 6.09% | Add +11.8% | 1,583,959 | $93.7M |
| First Foundation Advisors | 3.46% | Add +10.5% | 1,596,402 | $91.8M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +12.3% | 1,579,987 | $90.9M |
| Enstar Group LTD | 30.80% | No change | 1,539,025 | $88.5M |
| Clearstead Advisors, LLC | 1.23% | Add +2.4% | 1,403,738 | $80.8M |
| Rockefeller Capital Management L.P. | 0.20% | Reduce -0.1% | 1,367,035 | $78.6M |
| Requisite Capital Management, LLC | 15.90% | Reduce -7.5% | 1,343,293 | $77.8M |
| Kestra Advisory Services, LLC | 0.42% | Add +21.5% | 1,321,467 | $76.0M |
| FAS Wealth Partners, Inc. | 6.36% | Reduce -6.6% | 1,315,095 | $75.7M |
| Atria Wealth Solutions, Inc. | 0.80% | Add +10.3% | 1,261,157 | $72.7M |
| Baird Financial Group, Inc. | 0.13% | Add +8.8% | 1,213,021 | $69.8M |
| Allworth Financial LP | 0.38% | Add +1.6% | 1,165,502 | $68.6M |
| Franklin Resources Inc. | 0.02% | Add +7.2% | 1,090,177 | $62.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +13.5% | 1,073,749 | $61.8M |
| Avantax Advisory Services, Inc. | 0.36% | Add +14.0% | 983,014 | $56.6M |
| Eaton Financial Holdings Company, LLC | 21.57% | Add +13.2% | 973,620 | $56.0M |
| Cary Street Partners Financial LLC | 1.74% | — | 930,590 | $53.5M |
| Capital Advisors Inc. | 1.00% | Add +3.8% | 872,169 | $50.2M |
| Jane Street Group, LLC | 0.08% | Add +12441.5% | 840,282 | $48.3M |
| Truist Financial Corp. | 0.07% | Add +16.0% | 818,500 | $47.1M |
| Capital Investment Advisors, LLC | 0.93% | Reduce -5.9% | 796,351 | $45.8M |
| Steward Partners Investment Advisory, LLC | 0.40% | Add +3.0% | 779,879 | $44.9M |
| Apollon Wealth Management, LLC | 1.02% | Add +15.4% | 769,584 | $44.3M |
| Brookstone Capital Management | 0.64% | Add +0.6% | 758,913 | $43.7M |
| Nottingham Advisors, Inc. | 5.37% | Reduce -9.7% | 736,283 | $42.4M |
| Sandy Spring Bank | 1.71% | Add +10.7% | 734,893 | $42.3M |
| Prosperity Consulting Group, LLC | 3.07% | Add +8.8% | 710,119 | $40.9M |
| Focus Partners Wealth | 0.10% | Add +76.0% | 683,608 | $39.4M |
| Pacific Center for Financial Services | 9.90% | Add +1.4% | 668,909 | $38.5M |
| Quadrature Capital Ltd | 0.75% | New | 653,385 | $37.6M |
| Oakworth Capital, Inc. | 2.55% | Add +2.7% | 644,221 | $37.1M |
| Sanctuary Advisors, LLC | 0.23% | Add +2.3% | 625,967 | $37.0M |
| Pinnacle Associates Ltd. | 0.49% | Add +7.5% | 631,256 | $36.3M |
| Teamwork Financial Advisors, LLC | 4.70% | Add +6.7% | 627,187 | $36.1M |
| Lebenthal Global Advisors, LLC | 6.53% | Add +2.2% | 621,186 | $35.7M |
| Kathmere Capital Management, LLC | 3.20% | Add +3.2% | 619,386 | $35.6M |
| Melia Wealth LLC | 18.05% | Add +2.4% | 600,835 | $34.6M |
| CFO4Life Group, LLC | 5.85% | Add +4.3% | 578,253 | $33.3M |
| Magnus Financial Group LLC | 3.20% | Reduce -0.4% | 573,910 | $33.0M |
| HUB Investment Partners, LLC | 1.38% | Add +9.0% | 571,438 | $32.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.7% | 559,482 | $32.2M |
| Rational Advisors, Inc. | 3.20% | Reduce -18.1% | 548,449 | $31.6M |
| Synovus Financial Corp. | 0.39% | Reduce -7.3% | 537,426 | $30.9M |
| &partners | 0.37% | Add +69.1% | 529,547 | $30.7M |
| Stephens Inc. | 0.42% | Add +3.5% | 525,375 | $30.2M |
| Hilton Capital Management, LLC | 2.59% | Add +10733.3% | 520,541 | $29.9M |
| Leverty Financial Group, LLC | 15.04% | Add +1.8% | 513,776 | $29.6M |
| Prime Capital Investment Advisors, LLC | 0.43% | Add +1.4% | 509,105 | $29.3M |
| Aptus Capital Advisors, LLC | 0.35% | Add +10.7% | 502,733 | $29.0M |
| Coastal Bridge Advisors, LLC | 7.27% | Reduce -4.2% | 501,725 | $28.9M |
| Kestra Private Wealth Services, LLC | 0.48% | Add +29.6% | 490,864 | $28.2M |
| Prospera Financial Services Inc | 0.63% | Add +6.0% | 467,001 | $26.9M |
| Horizon Advisory Services, Inc. | 15.35% | Reduce -2.3% | 466,114 | $26.8M |
| Financial Partners Group, Inc | 3.83% | Reduce -3.4% | 456,139 | $26.2M |
| Corrigan Financial, Inc. | 6.00% | Add +0.9% | 455,049 | $26.2M |
| Badgley Phelps Wealth Managers, LLC | 0.61% | Add +2.8% | 449,925 | $26.1M |
| Element Pointe Advisors, LLC | 6.13% | Add +0.8% | 452,960 | $26.1M |
| Mariner, LLC | 0.04% | Add +87.8% | 452,785 | $26.0M |
| Bouchey Financial Group, Ltd. | 2.23% | Add +7.2% | 441,970 | $25.5M |
| J.W. Cole Advisors, Inc. | 1.01% | Add +5.8% | 434,282 | $25.0M |
| Patten & Patten Inc. | 1.62% | Add +2.0% | 425,304 | $24.5M |
| Fsa Wealth Partners, Inc. | 5.59% | Reduce -0.8% | 413,895 | $23.8M |
| MAI Capital Management | 0.17% | Add +198.1% | 407,033 | $23.4M |
| Principal Securities, Inc. | 0.51% | Add +18.6% | 397,336 | $22.9M |
| Integrated Wealth Concepts LLC | 0.27% | Add +1.6% | 397,097 | $22.8M |
| SK Wealth Management, LLC | 11.60% | Add +1.4% | 396,113 | $22.8M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +6.7% | 394,496 | $22.7M |
| Bokf, NA | 0.37% | Add +18.1% | 380,212 | $21.7M |
| Graypoint LLC | 1.29% | Reduce -1.3% | 370,985 | $21.3M |
| TigerOak Management, L.L.C. | 7.74% | — | 368,020 | $21.2M |
| Thoroughbred Financial Services, LLC | 1.28% | Add +1.5% | 363,203 | $20.9M |
| Childress Capital Advisors, LLC | 5.71% | Add +3.5% | 355,986 | $20.5M |
| Integrated Advisors Network LLC | 0.96% | Add +29.8% | 348,801 | $20.1M |
| Steele Capital Management, Inc. | 1.04% | Add +3.8% | 344,275 | $19.9M |
| Avantax Planning Partners, Inc. | 0.71% | Add +1.9% | 344,053 | $19.8M |
| Wagner Wealth Management, LLC | 5.10% | Add +5.7% | 343,408 | $19.8M |
| B. Riley Wealth Advisors, Inc. | 0.65% | Reduce -6.5% | 340,393 | $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.