JPMORGAN EQUITY PREMIUM INCO (JEPI) Institutional Ownership and Insiders Activity
JPMORGAN EQUITY PREMIUM INCO (JEPI) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $2.35M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $1.79M in JEPI holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$2.35M
Largest Holder
Sequoia Financial Advisors
Largest Position
$1.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$1.79M
- Renaissance Technologies LLC$557,448
JEPI News
All news- J. Team Financial Inc Q2 2026 Portfolio Activity
Jul 30, 2026 · valut.ai
- Adg Wealth Management Group Q2 2026 Portfolio Activity: Focus on Core ETFs and Technology
Jul 29, 2026 · valut.ai
- Merkkuri Wealth Advisors Llc Portfolio Shifts in Q2 2026: Focus on ETF Activity
Jul 29, 2026 · valut.ai
- Financial Futures Ltd Liability Co Portfolio Changes Q2 2026
Jul 29, 2026 · valut.ai
- Nottingham Advisors' Portfolio Shifts in Q2 2026: Key Buys and Sells
Jul 28, 2026 · valut.ai
- Sterling Investment Counsel Portfolio Activity Detailed for 2026 Second Quarter
Jul 22, 2026 · valut.ai
- Sulzberger Capital Advisors Inc.: Portfolio Shifts in Q2 2026
Jul 19, 2026 · valut.ai
- Rezny Wealth Management Q2 2026 Portfolio Activity: Focus on Technology ETFs
Jul 19, 2026 · valut.ai
Related JEPI Institutional Insights:
- JEPI Institutional Ownership & Insiders Activity
- JEPI Institutional Ownership & 13F Activity
- JEPI Top Institutional Shareholders
- JEPI Institutional Buying Activity
- JEPI Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- JEPI Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings