Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
1,227
-
Total 13F shares, excl. options
-
289,498,183
-
Shares change
-
+12,414,052
-
Total reported value, excl. options
-
$16,675,592,288
-
Value change
-
+$708,917,136
-
Put/Call ratio
-
160%
-
Number of buys
-
738
-
Number of sells
-
-333
-
Price
-
$57.53
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q4 2024
1,286 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q4 2024.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 1,227 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 289,498,183 shares
.
Largest 10 shareholders include MORGAN STANLEY (41,514,457 shares), BANK OF AMERICA CORP /DE/ (31,254,116 shares), JPMORGAN CHASE & CO (20,730,640 shares), WELLS FARGO & COMPANY/MN (14,555,046 shares), UBS Group AG (7,668,440 shares), Royal Bank of Canada (7,346,281 shares), ENVESTNET ASSET MANAGEMENT INC (6,836,665 shares), OSAIC HOLDINGS, INC. (5,665,544 shares), RAYMOND JAMES FINANCIAL INC (5,602,308 shares), and COMMONWEALTH EQUITY SERVICES, LLC (4,124,862 shares).
This table shows the top 1,227 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.