Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
17,960,729
-
Share change
-
-588,030
-
Total reported value
-
$1,029,426,953
-
Price per share
-
$57.24
-
Number of holders
-
207
-
Value change
-
-$33,813,820
-
Number of buys
-
115
-
Number of sells
-
88
Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q4 2025
As of 31 Dec 2025,
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) was held by
207 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
17,960,729 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, CAPITAL ADVISORS INC/OK, Traynor Capital Management, Inc., Brookstone Capital Management, Kathmere Capital Management, LLC, FIRST FINANCIAL BANK - TRUST DIVISION, Capital Investment Advisors, LLC, Bouchey Financial Group Ltd, DAVENPORT & Co LLC, and Cooper Financial Group.
This page lists
207
institutional shareholders reporting positions in this security
for the Q4 2025 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.