JEPI

Jpmorgan Equity Premium Inco

+$599.3M

Net Activity

Institutions Holding

1390

Popularity Rank

#254

Avg Weight

0.75%

Total Value

$18.8B

Ownership Trend

1390 institutions currently hold JEPI, with 830 net buyers and 522 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

522

Net Buying Institutions

830

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$2.7B
BO
Bank Of America CORP /de/
$1.8B
WF
Wells Fargo & Company/mn
$927.1M
JC
Jpmorgan Chase & Co
$683.0M
EA
Envestnet Asset Management INC
$632.9M

Top 5 by Conviction

EG
Enstar Group LTD
40.13%
NF
Nationwide Fund Advisors
17.14%
CA
Cornerstone Advisory, LLC
10.90%
NA
Nottingham Advisors, INC.
5.96%
CW
Confluence Wealth Services, Inc.
5.18%
View all 1390 holding institutions

Quarterly Activity

Recent Activity

+$12.0B

Total Buy Value

$8.3B

Total Sell Value

New buy116
Trim437
Add714
Sold out85

830

Net Buyers

522

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPMORGAN EQUITY PREMIUM INCO (JEPI)?
Major stakeholders currently include Morgan Stanley ($2.7B), Bank Of America CORP /de/ ($1.8B), Wells Fargo & Company/mn ($927.1M). Based on the latest 13F filings, there are a total of 1390 tracked investment funds and institutions maintaining positions in JEPI.
What is the overall institutional sentiment toward JEPI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $599.3M, driven by 830 managers accumulating shares while 522 reduced their exposure.
Which institutions have been selling or reducing their JEPI positions?
In the latest period, 437 funds trimmed their holdings, and 85 managers completely exited their positions. The aggregate reported sell value was $8.3B.
Are there any notable investors adding JEPI to their portfolios?
Yes, buying activity remains notable. 116 institutions opened new positions in {ticker}, and 714 existing holders added to their shares. The total reported buy value for the quarter amounted to $12.0B.

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