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Showing 8 of 22 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in JPMORGAN EQUITY PREMIUM INCO

ENVESTNET ASSET MANAGEMENT INC holds 11.3M shares of JEPI (JPMORGAN EQUITY PREMIUM INCO), worth $638.9M as of 2026-Q2. The position was increased (+1.3% shares). JEPI represents 0.2% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$638.9M

Current Shares

11.3M

Total Value Change

+$260.9M

Total Shares Change

+5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11.3M
+1.3%
$638.9M0.2%$55.73
38
2026-Q1
Increased
11.2M
+12.9%
$632.9M0.2%$58.83
43
2025-Q4
Increased
9.9M
+4.9%
$566.2M0.2%$57.21
39
2025-Q3
Increased
9.4M
+5.5%
$538.6M0.2%$55.16
40
2025-Q2
Increased
8.9M
+17.4%
$508.2M0.1%$53.79
44
2025-Q1
Increased
7.6M
+11.3%
$434.9M0.1%$52.44
42
2024-Q4
Increased
6.8M
+7.6%
$393.3M0.1%$52.68
40
2024-Q3
Decreased
6.4M
-10.6%
$378M0.1%$52.94
0

Other major holders of JEPI: MORGAN STANLEY

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