JPMorgan Equity Premium IncoJEPIETF
13F holders, Q3 2025 (September 30)1,293holders +6
92new positions
78sold out
5famous investors
$57.08avg. 13F price*
At the end of Q3 2025, 1,293 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 6 from Q2 2025. 92 opened new positions and 78 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($1.9B) and Wells Fargo & Company ($969.4M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $95.0M |
| Exits | 78 | $80.0M |
All 13F filers, Q2 2025 → Q3 2025: 14,790,697 shares bought and 17,378,189 shares sold, net −2,587,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,293 holders
| Morgan Stanley | 0.16% | Add +2.5% | 46,972,437 | $2.7B |
| Bank of America Corp. | 0.14% | Reduce -1.3% | 32,945,560 | $1.9B |
| Wells Fargo & Company | 0.20% | Add +3.3% | 16,977,886 | $969.4M |
| Envestnet Asset Management Inc. | 0.15% | Add +5.5% | 9,432,964 | $538.6M |
| JPMorgan Chase & Co. | 0.03% | Reduce -38.7% | 8,215,825 | $469.1M |
| Royal Bank of Canada | 0.08% | Reduce -2.4% | 8,067,320 | $460.6M |
| UBS Group AG | 0.08% | Reduce -10.6% | 7,568,500 | $432.2M |
| Raymond James Financial Inc. | 0.13% | Add +2.8% | 7,273,381 | $415.3M |
| Nationwide Fund Advisors | 22.17% | Add +0.8% | 7,038,718 | $401.9M |
| Osaic Holdings, Inc. | 0.51% | Add +2.8% | 6,425,416 | $367.0M |
| Cetera Investment Advisers | 0.34% | Add +39.7% | 5,160,433 | $294.7M |
| Commonwealth Equity Services, LLC | 0.35% | Reduce -6.6% | 4,756,077 | $271.6M |
| LPL Financial LLC | 0.07% | Add +8.5% | 4,247,568 | $242.5M |
| CIBC Private Wealth Group LLC | 0.32% | Reduce -4.2% | 3,228,749 | $184.4M |
| HighTower Advisors, LLC | 0.20% | Reduce -1.2% | 3,146,050 | $179.6M |
| RiverFront Investment Group, LLC | 3.07% | Add +5.6% | 3,067,599 | $174.7M |
| Stifel Financial Corp. | 0.16% | Add +2.1% | 2,982,946 | $170.3M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -4.4% | 2,931,338 | $167.4M |
| MML Investors Services, LLC | 0.43% | Reduce -15.6% | 2,833,158 | $161.8M |
| Janney Montgomery Scott LLC | 0.36% | Add +2.1% | 2,656,498 | $151.7M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +1.9% | 2,033,531 | $116.1M |
| Cornerstone Advisory, LLC | 11.36% | Add +3.3% | 2,026,302 | $115.7M |
| Jones Financial Companies LLLP | 0.08% | Add +40.2% | 2,027,327 | $115.4M |
| Bank of New York Mellon Corp | 0.02% | Add +16.6% | 1,992,081 | $113.7M |
| Confluence Wealth Services, Inc. | 5.52% | Add +5.8% | 1,961,535 | $112.0M |
| Cwm, LLC | 0.33% | Reduce -0.7% | 1,947,086 | $111.2M |
| Kestra Advisory Services, LLC | 0.50% | Add +6.8% | 1,906,294 | $108.8M |
| Rockefeller Capital Management L.P. | 0.18% | Add +2.6% | 1,579,673 | $90.2M |
| Enstar Group LTD | 32.48% | No change | 1,539,025 | $87.9M |
| FAS Wealth Partners, Inc. | 5.94% | Add +3.7% | 1,534,530 | $87.6M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -1.0% | 1,512,366 | $86.0M |
| First Foundation Advisors | 3.15% | Add +4.4% | 1,493,281 | $85.3M |
| PNC Financial Services Group, Inc. | 0.05% | Add +10.0% | 1,459,624 | $83.3M |
| Clearstead Advisors, LLC | 1.13% | Reduce -4.4% | 1,363,519 | $77.9M |
| Allworth Financial LP | 0.30% | Add +2.2% | 1,168,644 | $66.7M |
| Prosperity Consulting Group, LLC | 3.19% | Add +39.2% | 1,134,332 | $64.8M |
| Capital Advisors Inc. | 1.03% | Add +2.8% | 1,073,871 | $61.3M |
| Cary Street Partners Financial LLC | 1.57% | Add +7.7% | 1,057,526 | $60.4M |
| Franklin Resources Inc. | 0.02% | Reduce -29.3% | 1,051,214 | $60.0M |
| Truist Financial Corp. | 0.08% | Add +1.5% | 1,021,923 | $58.4M |
| Steward Partners Investment Advisory, LLC | 0.32% | Add +4.9% | 984,069 | $56.2M |
| Atlantic Union Bankshares Corp | 1.03% | Add +0.4% | 959,783 | $54.8M |
| Baird Financial Group, Inc. | 0.09% | Reduce -31.1% | 953,040 | $54.4M |
| Focus Partners Wealth | 0.08% | Add +8.7% | 848,093 | $48.4M |
| Brookstone Capital Management | 0.56% | Reduce -0.6% | 823,606 | $47.0M |
| Traynor Capital Management, Inc. | 2.62% | Add +21.3% | 800,395 | $45.7M |
| Apollon Wealth Management, LLC | 0.80% | Reduce -8.3% | 783,113 | $44.7M |
| Sanctuary Advisors, LLC | 0.25% | Add +4.0% | 771,913 | $44.1M |
| Lebenthal Global Advisors, LLC | 7.48% | Add +1.7% | 748,804 | $42.8M |
| HUB Investment Partners, LLC | 1.55% | Add +7.0% | 736,317 | $42.0M |
| Pinnacle Associates Ltd. | 0.53% | Add +1.6% | 694,836 | $39.7M |
| Kathmere Capital Management, LLC | 2.79% | Add +4.2% | 687,999 | $39.3M |
| Hilton Capital Management, LLC | 3.17% | Reduce -6.5% | 686,940 | $39.2M |
| Synovus Financial Corp. | 0.45% | Add +5.6% | 686,623 | $39.2M |
| Nottingham Advisors, Inc. | 5.40% | Add +9.8% | 680,727 | $38.9M |
| Oakworth Capital, Inc. | 2.20% | Add +2.4% | 667,969 | $38.1M |
| &partners | 0.24% | Reduce -9.9% | 661,301 | $37.7M |
| Stephens Inc. | 0.47% | Add +5.0% | 644,068 | $36.8M |
| Savant Capital, LLC | 0.22% | Reduce -1.1% | 640,806 | $36.6M |
| Stratos Investment Management, LLC | 1.49% | Add +20.9% | 633,320 | $36.2M |
| Kestra Private Wealth Services, LLC | 0.47% | Add +2.5% | 633,184 | $36.2M |
| NewEdge Advisors, LLC | 0.16% | Add +14.7% | 632,388 | $36.1M |
| Principal Securities, Inc. | 0.58% | Add +10.8% | 620,587 | $35.4M |
| Capital Investment Advisors, LLC | 0.58% | Reduce -0.3% | 620,553 | $35.4M |
| Coastal Bridge Advisors, LLC | 2.68% | Reduce -2.0% | 617,926 | $35.3M |
| First Financial Bank - Trust Division | 2.75% | Add +6.7% | 563,906 | $32.2M |
| Prospera Financial Services Inc | 0.53% | Reduce -0.6% | 540,359 | $30.9M |
| J.W. Cole Advisors, Inc. | 0.58% | Add +1.2% | 528,538 | $30.2M |
| Cornerstone Enterprises, LLC | 14.63% | Add +4.5% | 521,181 | $29.8M |
| MAI Capital Management | 0.18% | Add +16.6% | 511,503 | $29.2M |
| Rational Advisors, Inc. | 3.02% | Reduce -1.4% | 507,268 | $29.0M |
| Teamwork Financial Advisors, LLC | 3.05% | Reduce -46.0% | 490,348 | $28.0M |
| Horizon Advisory Services, Inc. | 14.12% | Add +2.0% | 483,273 | $27.6M |
| HBW Advisory Services LLC | 3.09% | Reduce -8.2% | 481,341 | $27.5M |
| Bouchey Financial Group, Ltd. | 2.09% | Add +2.4% | 474,016 | $27.1M |
| Sterling Investment Counsel, LLC | 8.57% | Add +120.1% | 468,402 | $26.7M |
| Aptus Capital Advisors, LLC | 0.24% | Reduce -8.9% | 467,845 | $26.7M |
| Bokf, NA | 0.40% | Add +4.0% | 462,780 | $26.4M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +12.5% | 453,512 | $25.9M |
| Mariner, LLC | 0.03% | Add +6.3% | 448,594 | $25.6M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +3.8% | 446,312 | $25.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +65.7% | 440,028 | $25.1M |
| Cooper Financial Group | 2.68% | Add +3.9% | 423,502 | $24.2M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -0.5% | 422,988 | $24.2M |
| DAVENPORT & Co LLC | 0.13% | Add +7.8% | 421,087 | $24.0M |
| Wagner Wealth Management, LLC | 5.54% | Add +1.4% | 417,763 | $23.9M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.46% | No change | 415,000 | $23.7M |
| Midwest Trust Co | 0.31% | Add +2.2% | 413,805 | $23.6M |
| Orrstown Financial Services Inc. | 3.97% | Add +7.8% | 406,346 | $23.2M |
| Lido Advisors, LLC | 0.09% | Add +36.9% | 394,940 | $22.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.68% | Add +0.9% | 391,412 | $22.3M |
| Avantax Planning Partners, Inc. | 0.64% | Add +8.2% | 388,750 | $22.2M |
| Melia Wealth LLC | 9.62% | Reduce -40.4% | 384,852 | $22.0M |
| Citigroup Inc. | 0.01% | Add +17.5% | 375,301 | $21.4M |
| TigerOak Management, L.L.C. | 6.64% | Add +0.8% | 374,911 | $21.4M |
| Rezny Wealth Management, Inc. | 4.76% | Add +32.9% | 370,384 | $21.1M |
| Comerica Bank | 0.08% | Reduce -0.9% | 366,283 | $20.9M |
| SK Wealth Management, LLC | 7.76% | Reduce -3.2% | 366,601 | $20.8M |
| Kingsview Wealth Management, LLC | 0.31% | Add +0.1% | 356,984 | $20.4M |
| Beacon Financial Advisory LLC | 4.70% | Add +2.2% | 355,181 | $20.3M |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.