Back to LPL Financial LLC LPL Financial LLC

JEPIJEPI
21 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in JPMORGAN EQUITY PREMIUM INCO

LPL Financial LLC holds 10.4M shares of JEPI (JPMORGAN EQUITY PREMIUM INCO), worth $585.3M as of 2026-Q2. The position was increased (+43.5% shares). JEPI represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$585.3M

Current Shares

10.4M

Total Value Change

+$584M

Total Shares Change

+10.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10.4M
+43.5%
$585.3M0.1%$55.73
51
2026-Q1
Increased
7.2M
+73.0%
$409.5M0.1%$58.83
56
2025-Q4
Decreased
4.2M
-1.7%
$239M0.1%$57.21
0
2025-Q3
Increased
4.2M
+8.5%
$242.5M0.1%$55.16
33
2025-Q2
Increased
3.9M
+56.3%
$222.5M0.1%$53.79
43
2025-Q1
Increased
2.5M
+12.4%
$143.1M0.1%$52.44
34
2024-Q4
Increased
2.2M
+17.3%
$128.2M0.1%$52.68
35
2024-Q3
Increased
1.9M
+28.0%
$113.1M0.1%$52.94
37
2024-Q2
Increased
1.5M
+3.3%
$84.1M0.0%$49.62
31
2024-Q1
Increased
1.4M
+20.3%
$83.1M0.0%$49.74
35
2023-Q4
Increased
1.2M
+23.1%
$65.7M0.0%$46.77
36
2023-Q3
Increased
970,907
+9.8%
$52M0.0%$44.27
32
2023-Q2
Increased
884,513
+24.0%
$48.9M0.0%$44.71
36
2023-Q1
Increased
713,226
+90.2%
$38.9M0.0%$43.03
46
2022-Q4
Increased
374,978
+350.1%
$20.4M0.0%$42.58
46
2022-Q3
Decreased
83,312
-19.6%
$4.3M0.0%$38.86
0
2022-Q2
Increased
103,634
+28.1%
$5.7M0.0%$40.38
34
2022-Q1
Decreased
80,901
-5.0%
$5M0.0%$43.62
0
2021-Q4
Increased
85,129
+65.7%
$5.4M0.0%$44.04
40
2021-Q3
Increased
51,386
+129.0%
$3.1M0.0%$41.08
43
2021-Q2
New
22,442
-
$1.4M0.0%$40.58
35

Other major holders of JEPI: MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used