Renaissance Technologies’s JEPI Holdings & Trades

First Buy
Q2 2023
Duration Held
10 Quarters
Largest Add
Q2 2023
+292,500 Shares
Current Position
27,400 Shares
$1.56 M Value

Renaissance Technologies's JEPI Position Overview

Renaissance Technologies (via Renaissance Technologies LLC) currently holds 27,400 shares of JPMorgan Equity Premium Income ETF (JEPI) worth $1.56 M, representing 0.00% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.

Based on 13F filings, Renaissance Technologies has maintained a strategic position in JEPI, demonstrating sustained confidence in this investment. Largest reduction occurred in Q1 2024, reducing 145,262 shares.

Analysis based on 13F filings available since 2013 Q2

Renaissance Technologies's JPMorgan Equity Premium Income ETF (JEPI) Holding Value Over Time

Track share changes against reported price movement

Quarterly JPMorgan Equity Premium Income ETF (JEPI) Trades by Renaissance Technologies

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2023 +292,500 New Buy 292,500 $0.06
Q3 2023 -292,500 Sold Out 292,500 $0.00
Q4 2023 +283,800 New Buy 283,800 $54.98
Q1 2024 -145,262 Reduce 51.18% 138,538 $57.86
Q2 2024 -138,538 Sold Out 138,538 $0.00
Q3 2024 +107,800 New Buy 107,800 $59.51
Q4 2024 -39,300 Reduce 36.46% 68,500 $57.53
Q1 2025 -68,500 Sold Out 68,500 $0.00
Q3 2025 +27,400 New Buy 27,400 $57.10

Renaissance Technologies's JPMorgan Equity Premium Income ETF Investment FAQs

Renaissance Technologies first purchased JPMorgan Equity Premium Income ETF (JEPI) in Q2 2023, acquiring 292,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies has held JPMorgan Equity Premium Income ETF (JEPI) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies's largest addition to JPMorgan Equity Premium Income ETF (JEPI) was in Q2 2023, adding 292,500 shares worth $16,184. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 27,400 shares of JPMorgan Equity Premium Income ETF (JEPI), valued at approximately $1.56 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, JPMorgan Equity Premium Income ETF (JEPI) represents approximately 0.00% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies's peak holding in JPMorgan Equity Premium Income ETF (JEPI) was 292,500 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.