Guru Ownership Trend
Guru Analysis for JPMorgan Equity Premium Income ETF (JEPI)
JPMorgan Equity Premium Income ETF (JEPI), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $10.23 M.
Top institutional holders include Joel Greenblatt and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $724,104.85 net outflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Cliff Asness reduced exposure by 51.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.02% | Add 1.4% | 90,864 | $5.19 M | Q3 2025 | |
| 0.00% | Reduce -51.4% | 45,327 | $2.59 M | Q3 2025 | |
| 0.00% | New Buy | 27,400 | $1.56 M | Q3 2025 | |
| 0.00% | New Buy | 11,381 | $649,855 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for JPMorgan Equity Premium Income ETF (JEPI)
Major holders include Joel Greenblatt ($5.19 M), Cliff Asness ($2.59 M), Renaissance Technologies ($1.56 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 174,972 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $724,104.85, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited JEPI. The total reported sell value was $3.01 M.
Yes, 2 managers opened new positions in JEPI, and 1 increased their existing holdings. The total reported buy value was $2.29 M.