Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
832
-
Total 13F shares, excl. options
-
223M
-
Shares change
-
+25.6M
-
Total reported value, excl. options
-
$12.3B
-
Value change
-
+$1.42B
-
Put/Call ratio
-
0.95
-
Number of buys
-
624
-
Number of sells
-
-179
-
Price
-
$55.33
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q2 2023
896 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q2 2023.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 832 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 223M shares
.
Largest 10 shareholders include MORGAN STANLEY (29.2M shares), BANK OF AMERICA CORP /DE/ (26M shares), JPMORGAN CHASE & CO (22.5M shares), WELLS FARGO & COMPANY/MN (11.1M shares), OSAIC HOLDINGS, INC. (6.15M shares), Royal Bank of Canada (6.02M shares), UBS Group AG (4.77M shares), ENVESTNET ASSET MANAGEMENT INC (3.9M shares), CIBC Private Wealth Group, LLC (2.77M shares), and COMMONWEALTH EQUITY SERVICES, LLC (2.51M shares).
This table shows the top 832 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.