JEPI Institutional Ownership Changes & 13F Activity

JPMORGAN EQUITY PREMIUM INCO (JEPI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, and Matrix Private Capital Group.

Related JEPI Institutional Insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-60,7659,835$557,448
Q1 2026Sequoia Financial AdvisorsBuy10,95731,311$1,774,692
Q4 2025Renaissance Technologies LLCBuy43,20070,600$4,041,144
Q3 2025Renaissance Technologies LLCSell-41,10027,400$1,564,540
Q3 2025Sequoia Financial AdvisorsBuy2,12520,354$1,162,233
Q2 2025Sequoia Financial AdvisorsSell-3,27418,229$1,036,320
Q1 2025Sequoia Financial AdvisorsBuy15,18521,503$1,228,673
Q4 2024Renaissance Technologies LLCSell-39,30068,500$3,940,805
Q4 2024Sequoia Financial AdvisorsBuy756,318$363,468
Q3 2024Renaissance Technologies LLCSell-30,738107,800$6,415,178
Q3 2024Sequoia Financial AdvisorsSell-9,7376,243$371,514
Q2 2024Sequoia Financial AdvisorsBuy4,52415,980$905,769
Q1 2024Renaissance Technologies LLCSell-145,262138,538$8,016
Q1 2024Sequoia Financial AdvisorsBuy5,73111,456$662,824
Q4 2023Renaissance Technologies LLCSell-8,700283,800$15,603
Q4 2023Sequoia Financial AdvisorsBuy5,7255,725$314,741
Q3 2023Matrix Private Capital GroupBuy2501,094$58,595
Q2 2023Renaissance Technologies LLCBuy292,500292,500$16,184
Q2 2023Matrix Private Capital GroupBuy844844$46,699

Frequently asked questions about JEPI activity

  • Which institutional owners are buying JEPI?

    Institutional owners buying JEPI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JEPI activity?

    "Buy" means an investor increased their reported position in JEPI compared to the prior reporting period. This reflects growing exposure to JPMORGAN EQUITY PREMIUM INCO (JEPI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JEPI increasing?

    Institutional interest in JEPI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.