Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
1091
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Total 13F shares, excl. options
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273M
-
Shares change
-
+9.03M
-
Total reported value, excl. options
-
$16.2B
-
Value change
-
+$541M
-
Put/Call ratio
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1
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Number of buys
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660
-
Number of sells
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-396
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Price
-
$59.51
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q3 2024
1,167 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q3 2024.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 1,091 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 273M shares
.
Largest 10 shareholders include MORGAN STANLEY (39.4M shares), BANK OF AMERICA CORP /DE/ (30.7M shares), JPMORGAN CHASE & CO (22.4M shares), WELLS FARGO & COMPANY/MN (12.5M shares), UBS Group AG (7.13M shares), Royal Bank of Canada (6.63M shares), ENVESTNET ASSET MANAGEMENT INC (6.35M shares), OSAIC HOLDINGS, INC. (5.54M shares), Cetera Investment Advisers (3.85M shares), and COMMONWEALTH EQUITY SERVICES, LLC (3.67M shares).
This table shows the top 1091 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.