Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
261,475,995
-
Share change
-
+12,408,394
-
Total reported value
-
$15,118,509,276
-
Put/Call ratio
-
131%
-
Price per share
-
$57.86
-
Number of holders
-
1,036
-
Value change
-
+$728,685,797
-
Number of buys
-
689
-
Number of sells
-
323
Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q1 2024
As of 31 Mar 2024,
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) was held by
1,036 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
261,475,995 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, WELLS FARGO & COMPANY/MN, Royal Bank of Canada, UBS Group AG, ENVESTNET ASSET MANAGEMENT INC, OSAIC HOLDINGS, INC., Cetera Investment Advisers, and CIBC Private Wealth Group, LLC.
This page lists
1,042
institutional shareholders reporting positions in this security
for the Q1 2024 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.