Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
155
-
Total 13F shares, excl. options
-
17M
-
Shares change
-
+7.68M
-
Total reported value, excl. options
-
$1.03B
-
Value change
-
+$465M
-
Number of buys
-
135
-
Number of sells
-
-15
-
Price
-
$60.57
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q2 2021
165 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q2 2021.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 155 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (9.91M shares), Cornerstone Advisory, LLC (1M shares), Requisite Capital Management, LLC (664K shares), RiverFront Investment Group, LLC (560K shares), Cambridge Investment Research Advisors, Inc. (373K shares), Janney Montgomery Scott LLC (371K shares), RAYMOND JAMES & ASSOCIATES (245K shares), ROYAL BANK OF CANADA (244K shares), OSAIC HOLDINGS, INC. (174K shares), and COMMONWEALTH EQUITY SERVICES, LLC (168K shares).
This table shows the top 155 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.