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 $2.33M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $1.77M 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
$2.33M
Largest Holder
Sequoia Financial Advisors
Largest Position
$1.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
3
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$1.77M
- Renaissance Technologies LLC$557,448
jepi News
All news- Tenzing Financial Llc Portfolio Shifts in Q2 2026: Major Buys & Strategic Sales Observed
Jul 12, 2026 · valut.ai
- Wincap Financial Llc Investment Activity Analysis: Q3 2026 Portfolio Changes
Jul 12, 2026 · valut.ai
- Fermata Advisors LLC: Significant Purchases & Sales Observed in Q2 2026 Portfolio Activity
Jul 9, 2026 · valut.ai
- M.E. Allison & Co., Inc Q2 2026 Portfolio Activity: Focus on Technology, Energy Gains
Jul 9, 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