JPMorgan Equity Premium IncoJEPIETF
13F holders, Q1 2025 (March 31)1,268holders +12
97new positions
74sold out
4famous investors
$57.01avg. 13F price*
At the end of Q1 2025, 1,268 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 12 from Q4 2024. 97 opened new positions and 74 sold out. The largest holders were Morgan Stanley ($2.5B), Bank of America Corp. ($1.9B) and JPMorgan Chase & Co. ($1.6B). 4 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $103.1M |
| Exits | 74 | $195.6M |
All 13F filers, Q4 2024 → Q1 2025: 33,107,137 shares bought and 9,232,633 shares sold, net +23,874,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,268 holders
| Morgan Stanley | 0.18% | Add +5.8% | 43,911,513 | $2.5B |
| Bank of America Corp. | 0.17% | Add +4.6% | 32,681,222 | $1.9B |
| JPMorgan Chase & Co. | 0.12% | Add +35.9% | 28,174,390 | $1.6B |
| Wells Fargo & Company | 0.22% | Add +8.0% | 15,714,403 | $897.9M |
| UBS Group AG | 0.11% | Add +8.9% | 8,351,919 | $477.2M |
| Royal Bank of Canada | 0.10% | Add +10.5% | 8,119,139 | $463.9M |
| Envestnet Asset Management Inc. | 0.14% | Add +11.3% | 7,611,329 | $434.9M |
| Raymond James Financial Inc. | 0.14% | Add +14.9% | 6,435,593 | $367.7M |
| Osaic Holdings, Inc. | 0.79% | Add +8.8% | 6,163,033 | $352.3M |
| Commonwealth Equity Services, LLC | 0.40% | Add +18.9% | 4,903,295 | $280.2M |
| Cetera Investment Advisers | 0.43% | Add +6.7% | 3,865,420 | $220.9M |
| HighTower Advisors, LLC | 0.29% | Add +1.3% | 3,728,338 | $213.0M |
| MML Investors Services, LLC | 0.61% | Add +17.1% | 3,199,188 | $182.8M |
| CIBC Private Wealth Group LLC | 0.37% | Reduce -0.3% | 3,428,448 | $175.3M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +7.1% | 3,033,921 | $173.4M |
| LPL Financial LLC | 0.06% | Add +12.4% | 2,504,557 | $143.1M |
| Janney Montgomery Scott LLC | 0.40% | Add +0.7% | 2,477,365 | $141.6M |
| Stifel Financial Corp. | 0.15% | Add +9.7% | 2,470,813 | $141.2M |
| RiverFront Investment Group, LLC | 2.60% | Add +2.0% | 2,043,968 | $116.8M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Add +3.7% | 2,043,548 | $116.8M |
| Cwm, LLC | 0.44% | Reduce -1.8% | 1,939,744 | $110.8M |
| Cornerstone Advisory, LLC | 12.45% | Add +4.4% | 1,926,444 | $106.7M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +8.3% | 1,710,856 | $97.8M |
| Confluence Wealth Services, Inc. | 6.04% | Add +11.5% | 1,766,767 | $95.8M |
| Enstar Group LTD | 33.19% | No change | 1,539,025 | $87.9M |
| First Foundation Advisors | 3.50% | Reduce -5.9% | 1,502,869 | $85.9M |
| Kestra Advisory Services, LLC | 0.41% | Add +13.0% | 1,493,777 | $85.4M |
| Clearstead Advisors, LLC | 1.32% | Add +6.0% | 1,487,458 | $85.0M |
| Rockefeller Capital Management L.P. | 0.20% | Add +5.3% | 1,439,436 | $82.2M |
| FAS Wealth Partners, Inc. | 6.60% | Add +7.7% | 1,415,648 | $80.9M |
| Atria Wealth Solutions, Inc. | 0.94% | Add +7.9% | 1,360,779 | $77.8M |
| Baird Financial Group, Inc. | 0.14% | Add +4.2% | 1,264,248 | $72.2M |
| Requisite Capital Management, LLC | 16.23% | Reduce -6.3% | 1,258,135 | $71.9M |
| PNC Financial Services Group, Inc. | 0.04% | Add +13.6% | 1,219,666 | $69.7M |
| Avantax Advisory Services, Inc. | 0.41% | Add +21.4% | 1,192,929 | $68.2M |
| Franklin Resources Inc. | 0.02% | Add +1.9% | 1,111,303 | $63.5M |
| Allworth Financial LP | 0.35% | Reduce -3.2% | 1,128,232 | $61.8M |
| Capital Advisors Inc. | 1.17% | Add +17.6% | 1,025,822 | $58.6M |
| Apollon Wealth Management, LLC | 1.25% | Add +29.4% | 996,040 | $56.9M |
| Cary Street Partners Financial LLC | 1.71% | Add +2.3% | 951,591 | $54.4M |
| Prime Capital Investment Advisors, LLC | 0.62% | Add +83.9% | 936,022 | $53.5M |
| Truist Financial Corp. | 0.08% | Add +8.9% | 891,711 | $51.0M |
| Steward Partners Investment Advisory, LLC | 0.44% | Add +11.3% | 868,379 | $49.6M |
| Brookstone Capital Management | 0.65% | Add +4.7% | 794,178 | $45.4M |
| Sandy Spring Bank | 1.85% | Add +4.9% | 770,714 | $44.0M |
| Prosperity Consulting Group, LLC | 3.37% | Add +7.6% | 763,976 | $43.7M |
| Teamwork Financial Advisors, LLC | 5.93% | Add +20.2% | 753,687 | $43.1M |
| Focus Partners Wealth | 0.10% | Add +6.9% | 730,813 | $41.8M |
| Pinnacle Associates Ltd. | 0.57% | Add +7.5% | 678,566 | $38.8M |
| HUB Investment Partners, LLC | 1.55% | Add +17.7% | 672,822 | $38.4M |
| Pacific Center for Financial Services | 10.18% | Add +0.4% | 671,810 | $38.4M |
| Jones Financial Companies LLLP | 0.03% | Add +11141850.0% | 668,517 | $37.9M |
| Sanctuary Advisors, LLC | 0.26% | Add +4.2% | 651,945 | $37.3M |
| Capital Investment Advisors, LLC | 0.73% | Reduce -18.2% | 651,454 | $37.2M |
| Oakworth Capital, Inc. | 2.59% | Add +1.0% | 650,469 | $37.2M |
| Kathmere Capital Management, LLC | 3.08% | Add +2.3% | 633,774 | $36.2M |
| Lebenthal Global Advisors, LLC | 6.77% | Add +1.7% | 631,853 | $36.1M |
| Coastal Bridge Advisors, LLC | 5.15% | Add +25.8% | 631,124 | $36.1M |
| Synovus Financial Corp. | 0.46% | Add +16.0% | 623,364 | $35.6M |
| Nottingham Advisors, Inc. | 5.40% | Reduce -16.1% | 618,128 | $35.3M |
| Melia Wealth LLC | 18.04% | Add +1.8% | 611,883 | $35.0M |
| &partners | 0.36% | Add +13.9% | 603,194 | $34.2M |
| Stephens Inc. | 0.49% | Add +12.2% | 589,462 | $33.7M |
| Bank of New York Mellon Corp | 0.01% | Add +4.8% | 586,093 | $33.5M |
| Magnus Financial Group LLC | 3.23% | Add +1.3% | 581,397 | $33.2M |
| Kestra Private Wealth Services, LLC | 0.54% | Add +14.3% | 561,244 | $32.1M |
| HBW Advisory Services LLC | 4.45% | Add +5.2% | 548,219 | $31.3M |
| Corrigan Financial, Inc. | 6.41% | Add +19.6% | 544,076 | $31.1M |
| Hilton Capital Management, LLC | 2.57% | Add +1.7% | 529,183 | $30.2M |
| Aptus Capital Advisors, LLC | 0.34% | Add +4.1% | 523,367 | $29.9M |
| Rational Advisors, Inc. | 3.07% | Reduce -6.7% | 511,836 | $29.2M |
| Prospera Financial Services Inc | 0.67% | Add +9.1% | 509,323 | $29.1M |
| Horizon Advisory Services, Inc. | 15.03% | Reduce -0.3% | 464,694 | $26.6M |
| Badgley Phelps Wealth Managers, LLC | 0.64% | Add +2.3% | 460,328 | $26.3M |
| Element Pointe Advisors, LLC | 6.39% | Add +1.6% | 460,228 | $26.3M |
| Bouchey Financial Group, Ltd. | 2.33% | Add +2.5% | 452,811 | $25.9M |
| Cornerstone Enterprises, LLC | 15.55% | Add +59.2% | 446,480 | $25.5M |
| Stratos Investment Management, LLC | 1.35% | Add +30.9% | 444,967 | $25.4M |
| Beacon Pointe Advisors, LLC | 0.28% | Add +11.5% | 439,859 | $25.1M |
| MAI Capital Management | 0.19% | Add +5.9% | 431,103 | $24.6M |
| Mariner, LLC | 0.04% | Reduce -5.8% | 426,672 | $24.4M |
| Patten & Patten Inc. | 1.62% | Reduce -0.2% | 424,382 | $24.2M |
| Bokf, NA | 0.42% | Add +10.3% | 419,460 | $24.0M |
| Beta Wealth Group, Inc. | 8.59% | Add +84.7% | 418,492 | $23.9M |
| Fsa Wealth Partners, Inc. | 8.98% | Add +0.4% | 415,469 | $23.7M |
| Sterling Investment Counsel, LLC | 8.09% | Add +125.5% | 414,001 | $23.7M |
| Integrated Wealth Concepts LLC | 0.28% | Add +4.0% | 412,909 | $23.6M |
| Principal Securities, Inc. | 0.51% | Add +0.4% | 398,768 | $22.9M |
| Wagner Wealth Management, LLC | 5.48% | Add +12.1% | 384,890 | $22.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.04% | Add +12.3% | 382,194 | $21.8M |
| Thoroughbred Financial Services, LLC | 1.34% | Add +3.8% | 376,891 | $21.5M |
| Graypoint LLC | 1.34% | Add +1.5% | 376,462 | $21.5M |
| Advance Capital Management, Inc. | 1.02% | Add +9.5% | 372,621 | $21.3M |
| TigerOak Management, L.L.C. | 8.22% | Add +1.2% | 372,366 | $21.3M |
| Steele Capital Management, Inc. | 1.10% | Add +7.5% | 369,924 | $21.1M |
| Waverly Advisors, LLC | 0.25% | Add +38.3% | 364,108 | $20.8M |
| Orrstown Financial Services Inc. | 4.93% | Add +90.9% | 362,650 | $20.7M |
| Avantax Planning Partners, Inc. | 0.73% | Add +5.3% | 362,227 | $20.7M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +34.1% | 361,603 | $20.7M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +34.1% | 361,603 | $20.7M |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.