Stock ownership · SEC 13F · Q4 2025
JPMORGAN EQUITY PREMIUM
A breakdown of JPMORGAN EQUITY PREMIUM's institutional base (CUSIP 46641Q332): the holders, the concentration among them, and what changed last quarter.
- $24.5M
- Reported value
- 8
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, JPMORGAN EQUITY PREMIUM ranks #302 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $24.5M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 8
- institutions hold it
- $24.5M
- reported 13F value
- 100%
- held by top 5
- #302
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, JPMORGAN EQUITY PREMIUM ranks #302 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 46641Q332 · Q4 2025 $24M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #302/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH FAIR ISAAC
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: FAIR ISAAC CORP
Read with: Ownership concentration guide - JPMORGAN EQUITY PREMIUM's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · JPMORGAN EQUITY PREMIUM
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a JPMORGAN EQUITY PREMIUM position has risen from 4 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | FLOYD FINANCIAL GROUP LLC | 167,328 | $10.0M | 40.7% |
| 2 | Financially in Tune, LLC | 123,954 | $7.1M | 29.0% |
| 3 | SOUTHERN CAPITAL SERVICES INC /ADV | 97,407 | $5.6M | 22.8% |
| 4 | Nolet Wealth Management, LLC | 28,669 | $1.6M | 6.7% |
| 5 | SSA SWISS ADVISORS AG | 2,659 | $152K | 0.6% |
| 6 | CHELSEA COUNSEL CO | 806 | $46K | 0.2% |
| 7 | Compass Financial Services Inc | 198 | $11K | 0.0% |
| 8 | Strategic Investment Solutions, Inc. /IL | 61 | $4K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among JPMORGAN EQUITY PREMIUM's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (16)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for JPMORGAN EQUITY PREMIUM: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($24.5M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.