Jpmorgan Equity Premium Inco (JEPI) Held by Superinvestors
JPMORGAN EQUITY PREMIUM INCO (JEPI) is currently held by 1 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $1.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of JEPI tracked by InsiderSet, reporting ownership valued at approximately $1.79M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.80M, representing an estimated gain of +0.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed JEPI value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in JPMORGAN EQUITY PREMIUM INCO (JEPI).
This page ranks the largest institutional JEPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.01% | 31,720 | $1,791,530 | $1,800,744 | +$9,214 | +0.51% |
Frequently asked questions about JEPI
Who are the largest superinvestors holding JEPI?
The largest superinvestors holding JEPI in the latest SEC Form 13F filings include Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported JEPI position.
What does the JEPI superinvestors page include?
This page tracks JEPI positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. JPMORGAN EQUITY PREMIUM INCO (JEPI) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold JEPI?
InsiderSet currently tracks 1 superinvestors reporting JEPI holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own JEPI.
How much JEPI stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $1.79M in JEPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were JEPI superinvestor holdings last updated?
The latest JEPI superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor JEPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its JEPI position after the reporting date.
Are superinvestors buying or selling JEPI?
Buying and selling can be analyzed by comparing JEPI positions across consecutive 13F reporting periods. InsiderSet's JEPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JEPI ownership changes.
How have superinvestor JEPI holdings changed over time?
InsiderSet tracks JEPI holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.