JPMorgan Eqty Prem Inc. Class IJEPIX
13F holders, Q3 2024 (September 30)2holders +1
1new positions
0sold out
$14.22avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding JPMorgan Eqty Prem Inc. Class I (JEPIX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Westside Investment Management, Inc. ($87K) and Eagle Bay Advisors LLC ($761).
- Company
- JPMorgan Eqty Prem Inc. Class I
- CUSIP
- 46645V675
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $761 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 52 shares bought and 1 shares sold, net +51 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Westside Investment Management, Inc. | 0.02% | Reduce -0.0% | 6,117 | $87K |
| Eagle Bay Advisors LLC | 0.00% | New | 52 | $761 |
"% of holder's portfolio" is JEPIX's weight in each manager's 13F, not the share of JPMorgan Eqty Prem Inc. Class I the manager owns.