Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
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1259
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Total 13F shares, excl. options
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317M
-
Shares change
-
+5.23M
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Total reported value, excl. options
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$18B
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Value change
-
+$296M
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Put/Call ratio
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0.73
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Number of buys
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751
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Number of sells
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-484
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Price
-
$56.85
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q2 2025
1,345 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q2 2025.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 1,259 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 317M shares
.
Largest 10 shareholders include MORGAN STANLEY (45.8M shares), BANK OF AMERICA CORP /DE/ (33.4M shares), WELLS FARGO & COMPANY/MN (16.4M shares), JPMORGAN CHASE & CO (13.4M shares), ENVESTNET ASSET MANAGEMENT INC (8.94M shares), UBS Group AG (8.47M shares), Royal Bank of Canada (8.27M shares), RAYMOND JAMES FINANCIAL INC (7.07M shares), Nationwide Fund Advisors (6.98M shares), and OSAIC HOLDINGS, INC. (6.25M shares).
This table shows the top 1259 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.