Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
9,291,862
-
Share change
-
+7,310,951
-
Total reported value
-
$540,031,196
-
Price per share
-
$58.12
-
Number of holders
-
92
-
Value change
-
+$424,825,065
-
Number of buys
-
72
-
Number of sells
-
10
Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q1 2021
As of 31 Mar 2021,
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) was held by
92 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,291,862 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, Cornerstone Advisory, LLC, Requisite Capital Management, LLC, ROYAL BANK OF CANADA, NOTTINGHAM ADVISORS, INC., CARY STREET PARTNER INVESTMENT ADVISORY LLC, COMMONWEALTH EQUITY SERVICES, LLC, Advisory Resource Group, Spire Wealth Management, and New England Investment & Retirement Group, Inc..
This page lists
93
institutional shareholders reporting positions in this security
for the Q1 2021 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.