JPMORGAN EQUITY PREMIUM INCO (JEPI) Institutional Ownership and Insiders Activity
JPMORGAN EQUITY PREMIUM INCO (JEPI) is widely held by institutional investors, with 1410 firms reporting positions valued at approximately $17.81B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $2.75B in JEPI holdings in its latest filing.
Institutional Holders
1,410
Total Reported Value
$17.81B
Largest Holder
Morgan Stanley
Largest Position
$2.75B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
133
Funds Exiting Positions
90
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$2.75B
- Bank Of America Corp$1.68B
- Wells Fargo & Company/Mn$977.39M
- Envestnet Asset Management Inc$638.94M
- Lpl Financial Llc$585.34M
JEPI News
All news- Melia Wealth Llc Investment Activity Analysis: Portfolio Changes in Q2 2026
Aug 23, 2026 · valut.ai
- <strong>Coastal Bridge Advisors LLC</strong>: Q2 Portfolio Shifts Show Increased Focus on Growth ETFs and Technology Stocks
Aug 22, 2026 · valut.ai
- Enstar Group Ltd Portfolio Concentration Analysis: June 30, 2026
Aug 20, 2026 · valut.ai
- First Foundation Advisors Portfolio Shifts in Q2 2026: Key Buys and Sells Revealed
Aug 18, 2026 · valut.ai
- Requisite Capital Management Portfolio Shifts in Q2 2026
Aug 10, 2026 · valut.ai
- Eaton Financial Holdings: Detailed Investment Activity Analysis for Q2 2026
Aug 9, 2026 · valut.ai
- Turn8 Private Wealth Inc Q2 2026 Investment Activity: Major Buys & Significant Sells Observed
Aug 6, 2026 · valut.ai
- Horizon Advisory Services Inc.: Portfolio Activity Analysis for Q2 Ending June 30, 2026
Aug 5, 2026 · valut.ai