Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
1,214,689
-
Share change
-
-62,208
-
Total reported value
-
$66,572,550
-
Price per share
-
$54.98
-
Number of holders
-
18
-
Value change
-
-$3,374,174
-
Number of buys
-
8
-
Number of sells
-
6
Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q4 2023
As of 31 Dec 2023,
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,214,689 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, UBS Group AG, CIBC Private Wealth Group, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
994
institutional shareholders reporting positions in this security
for the Q4 2023 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.