Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
92
-
Total 13F shares, excl. options
-
9.29M
-
Shares change
-
+7.31M
-
Total reported value, excl. options
-
$540M
-
Value change
-
+$425M
-
Number of buys
-
72
-
Number of sells
-
-10
-
Price
-
$58.12
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q1 2021
95 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q1 2021.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 92 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.29M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (5.8M shares), Cornerstone Advisory, LLC (706K shares), Requisite Capital Management, LLC (434K shares), ROYAL BANK OF CANADA (387K shares), NOTTINGHAM ADVISORS, INC. (115K shares), CARY STREET PARTNER INVESTMENT ADVISORY LLC (102K shares), COMMONWEALTH EQUITY SERVICES, LLC (101K shares), Advisory Resource Group (95.1K shares), Spire Wealth Management (93.5K shares), and New England Investment & Retirement Group, Inc. (88.8K shares).
This table shows the top 92 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.