Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
1,837,577
-
Share change
-
+631,768
-
Total reported value
-
$102,645,000
-
Price per share
-
$55.75
-
Number of holders
-
39
-
Value change
-
+$35,235,726
-
Number of buys
-
28
-
Number of sells
-
6
Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q4 2020
As of 31 Dec 2020,
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,837,577 shares.
The largest 10 holders included
Requisite Capital Management, LLC, JPMORGAN CHASE & CO, Cornerstone Advisory, LLC, Advisory Resource Group, Cambridge Investment Research Advisors, Inc., Beta Wealth Group, Inc., CARY STREET PARTNER INVESTMENT ADVISORY LLC, Peregrine Asset Advisers, Inc., COMMONWEALTH EQUITY SERVICES, LLC, and Allen Capital Group, LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.