JPMorgan Equity Premium IncoJEPIETF
13F holders, Q4 2025 (December 31)1,388holders +95
93new positions
81sold out
5famous investors
$57.21avg. 13F price*
At the end of Q4 2025, 1,388 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 95 from Q3 2025. 93 opened new positions and 81 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($1.8B) and Wells Fargo & Company ($962.4M). 5 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $81.1M |
| Exits | 81 | $139.2M |
All 13F filers, Q3 2025 → Q4 2025: 15,220,034 shares bought and 16,920,067 shares sold, net −1,700,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,388 holders
| Morgan Stanley | 0.16% | Add +0.6% | 47,234,309 | $2.7B |
| Bank of America Corp. | 0.13% | Reduce -3.4% | 31,820,375 | $1.8B |
| Wells Fargo & Company | 0.19% | Reduce -1.0% | 16,812,996 | $962.4M |
| Envestnet Asset Management Inc. | 0.17% | Add +4.9% | 9,891,371 | $566.2M |
| Raymond James Financial Inc. | 0.14% | Add +11.3% | 8,099,270 | $463.6M |
| Royal Bank of Canada | 0.08% | Reduce -1.9% | 7,916,784 | $453.2M |
| UBS Group AG | 0.08% | Reduce -5.2% | 7,175,637 | $410.7M |
| Nationwide Fund Advisors | 17.38% | Add +0.7% | 7,089,908 | $405.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -30.3% | 5,726,913 | $327.8M |
| Osaic Holdings, Inc. | 0.48% | Reduce -11.4% | 5,694,209 | $326.0M |
| Cetera Investment Advisers | 0.35% | Add +7.2% | 5,530,763 | $316.6M |
| Commonwealth Equity Services, LLC | 0.32% | Reduce -10.5% | 4,255,018 | $243.6M |
| LPL Financial LLC | 0.07% | Reduce -1.7% | 4,175,885 | $239.0M |
| RiverFront Investment Group, LLC | 3.59% | Add +24.0% | 3,804,642 | $217.8M |
| CIBC Private Wealth Group LLC | 0.30% | Reduce -4.6% | 3,079,471 | $176.3M |
| MML Investors Services, LLC | 0.43% | Add +8.1% | 3,063,422 | $175.4M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +2.5% | 3,003,765 | $171.9M |
| HighTower Advisors, LLC | 0.18% | Reduce -8.4% | 2,881,623 | $164.9M |
| Stifel Financial Corp. | 0.15% | Reduce -5.2% | 2,829,128 | $161.9M |
| Janney Montgomery Scott LLC | 0.35% | Add +1.4% | 2,692,604 | $154.1M |
| Jones Financial Companies LLLP | 0.09% | Add +24.5% | 2,524,737 | $144.5M |
| Bank of New York Mellon Corp | 0.02% | Add +7.2% | 2,135,264 | $122.2M |
| Confluence Wealth Services, Inc. | 5.01% | Add +7.8% | 2,114,467 | $121.0M |
| Kestra Advisory Services, LLC | 0.47% | Add +3.9% | 1,980,485 | $113.4M |
| Cornerstone Advisory, LLC | 10.71% | Reduce -3.2% | 1,961,971 | $112.3M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Reduce -6.9% | 1,893,752 | $108.4M |
| Equitable Holdings, Inc. | 0.73% | Add +3477.6% | 1,853,767 | $106.1M |
| Rockefeller Capital Management L.P. | 0.18% | Add +11.1% | 1,754,995 | $100.5M |
| Cwm, LLC | 0.26% | Reduce -15.1% | 1,653,081 | $94.6M |
| PNC Financial Services Group, Inc. | 0.05% | Add +13.1% | 1,650,864 | $94.5M |
| FAS Wealth Partners, Inc. | 5.75% | Add +1.2% | 1,552,845 | $88.9M |
| Enstar Group LTD | 34.07% | No change | 1,539,025 | $88.1M |
| First Foundation Advisors | 3.26% | Add +1.2% | 1,511,059 | $86.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -9.2% | 1,373,826 | $79.6M |
| Hamilton Capital, LLC | 3.85% | — | 1,344,223 | $76.9M |
| Clearstead Advisors, LLC | 0.94% | Reduce -4.6% | 1,300,626 | $74.5M |
| Prosperity Consulting Group, LLC | 3.30% | Add +12.8% | 1,279,949 | $73.3M |
| Allworth Financial LP | 0.29% | Add +5.0% | 1,226,749 | $70.2M |
| Capital Advisors Inc. | 1.02% | Add +3.0% | 1,105,887 | $63.3M |
| Atlantic Union Bankshares Corp | 1.09% | Add +6.0% | 1,017,292 | $58.2M |
| Focus Partners Wealth | 0.07% | Add +19.5% | 1,013,656 | $58.1M |
| Steward Partners Investment Advisory, LLC | 0.32% | Add +2.6% | 1,009,369 | $57.8M |
| Baird Financial Group, Inc. | 0.09% | Add +5.9% | 1,009,325 | $57.8M |
| Franklin Resources Inc. | 0.01% | Reduce -5.1% | 997,647 | $57.1M |
| Truist Financial Corp. | 0.07% | Reduce -6.1% | 959,489 | $54.9M |
| Traynor Capital Management, Inc. | 2.96% | Add +17.1% | 937,037 | $53.6M |
| Cary Street Partners Financial LLC | 1.32% | Reduce -12.2% | 928,454 | $53.1M |
| Pinnacle Financial Partners, Inc. | 0.40% | — | 928,030 | $53.1M |
| Brookstone Capital Management | 0.56% | Add +4.4% | 859,926 | $49.2M |
| Jane Street Group, LLC | 0.06% | Add +1114.9% | 848,015 | $48.5M |
| Lebenthal Global Advisors, LLC | 6.76% | Add +2.3% | 765,683 | $43.8M |
| SHP Wealth Management | 3.34% | — | 749,160 | $42.9M |
| Apollon Wealth Management, LLC | 0.74% | Reduce -5.1% | 743,087 | $42.5M |
| Kathmere Capital Management, LLC | 2.83% | Add +6.5% | 732,375 | $41.9M |
| New York Life Investment Management LLC | 0.36% | Add +191.9% | 727,039 | $41.6M |
| HUB Investment Partners, LLC | 1.13% | Reduce -1.5% | 725,240 | $41.5M |
| Oakworth Capital, Inc. | 2.23% | Add +6.8% | 713,164 | $40.8M |
| NewEdge Advisors, LLC | 0.14% | Add +7.8% | 681,503 | $39.0M |
| Pinnacle Associates Ltd. | 0.50% | Reduce -1.9% | 681,262 | $39.0M |
| Nottingham Advisors, Inc. | 5.37% | Reduce -1.3% | 671,914 | $38.5M |
| Kestra Private Wealth Services, LLC | 0.47% | Add +3.8% | 657,514 | $37.6M |
| MAI Capital Management | 0.21% | Add +26.6% | 647,439 | $37.1M |
| &partners | 0.19% | Reduce -2.9% | 642,316 | $36.8M |
| Stephens Inc. | 0.44% | Reduce -3.8% | 619,861 | $35.5M |
| First Financial Bank - Trust Division | 2.85% | Add +7.4% | 605,468 | $34.7M |
| Coastal Bridge Advisors, LLC | 2.59% | Reduce -2.2% | 604,267 | $34.6M |
| Capital Investment Advisors, LLC | 0.52% | Reduce -4.0% | 595,634 | $34.1M |
| Mercer Global Advisors Inc. | 0.05% | Add +23.7% | 544,117 | $32.0M |
| Cornerstone Enterprises, LLC | 14.87% | Add +4.2% | 542,919 | $31.1M |
| Principal Securities, Inc. | 0.47% | Reduce -15.1% | 526,834 | $30.2M |
| Bouchey Financial Group, Ltd. | 2.22% | Add +9.1% | 517,009 | $29.7M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -34.7% | 503,929 | $28.8M |
| Mariner, LLC | 0.03% | Add +10.9% | 497,524 | $28.5M |
| Bokf, NA | 0.43% | Add +5.3% | 487,439 | $27.9M |
| Horizon Advisory Services, Inc. | 14.08% | Add +0.6% | 486,233 | $27.8M |
| Sterling Investment Counsel, LLC | 7.97% | Add +3.8% | 486,101 | $27.8M |
| Rational Advisors, Inc. | 2.99% | Reduce -5.5% | 479,454 | $27.4M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +6.6% | 475,841 | $27.2M |
| Cerity Partners LLC | 0.04% | Add +136.4% | 469,991 | $26.9M |
| Aptus Capital Advisors, LLC | 0.23% | Reduce -0.4% | 466,040 | $26.7M |
| HBW Advisory Services LLC | 2.86% | Reduce -4.3% | 460,502 | $26.4M |
| Prospera Financial Services Inc | 0.43% | Reduce -15.8% | 455,076 | $26.1M |
| DAVENPORT & Co LLC | 0.14% | Add +7.1% | 450,908 | $25.8M |
| Wagner Wealth Management, LLC | 5.47% | Add +7.5% | 449,273 | $25.7M |
| Cooper Financial Group | 2.65% | Add +2.7% | 434,906 | $24.9M |
| Midwest Trust Co | 0.31% | Add +4.7% | 433,278 | $24.8M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -5.3% | 429,250 | $24.6M |
| Citigroup Inc. | 0.02% | Add +11.8% | 419,400 | $24.0M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.56% | No change | 415,000 | $23.8M |
| Orrstown Financial Services Inc. | 3.93% | Add +1.5% | 412,277 | $23.6M |
| Lido Advisors, LLC | 0.09% | Add +2.1% | 403,182 | $23.0M |
| Melia Wealth LLC | 10.34% | Add +1.6% | 390,963 | $22.4M |
| Avantax Planning Partners, Inc. | 0.62% | Reduce -0.8% | 385,563 | $22.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.50% | Reduce -2.4% | 381,952 | $21.9M |
| TigerOak Management, L.L.C. | 6.61% | Add +0.9% | 378,364 | $21.7M |
| Global Wealth Management Investment Advisory, Inc. | 3.41% | Add +7.8% | 371,626 | $21.3M |
| Chicago Partners Investment Group LLC | 0.52% | Add +13.1% | 362,648 | $21.2M |
| Curran Financial Partners, LLC | 4.02% | Add +8.6% | 369,666 | $21.2M |
| Rezny Wealth Management, Inc. | 4.50% | Reduce -1.6% | 364,538 | $20.9M |
| Stratos Investment Management, LLC | 0.83% | Reduce -43.0% | 361,062 | $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.