Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
391,034
-
Shares change
-
+391,034
-
Total reported value, excl. options
-
$19,916,000
-
Value change
-
+$19,916,000
-
Number of buys
-
8
-
Price
-
$50.88
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q2 2020
8 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q2 2020.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 391,034 shares
.
Largest 8 shareholders include JPMORGAN CHASE & CO (350,000 shares), CARY STREET PARTNER INVESTMENT ADVISORY LLC (15,933 shares), Detalus Advisors, LLC (7,474 shares), 3EDGE Asset Management, LP (6,904 shares), Drexel Morgan & Co. (4,975 shares), Cornerstone Advisory, LLC (4,955 shares), CAPTRUST FINANCIAL ADVISORS (593 shares), and ADVISOR GROUP HOLDINGS, INC. (200 shares).
This table shows the top 8 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.