Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
1,059,421
-
Share change
-
+668,387
-
Total reported value
-
$56,419,000
-
Price per share
-
$53.33
-
Number of holders
-
22
-
Value change
-
+$35,651,993
-
Number of buys
-
21
-
Number of sells
-
1
Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q3 2020
As of 30 Sep 2020,
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,059,421 shares.
The largest 10 holders included
Requisite Capital Management, LLC, JPMORGAN CHASE & CO, Cornerstone Advisory, LLC, Advisory Resource Group, COMMONWEALTH EQUITY SERVICES, LLC, Sowell Financial Services LLC, CARY STREET PARTNERS INVESTMENT ADVISORY LLC, Drexel Morgan & Co., Janney Montgomery Scott LLC, and Peregrine Asset Advisers, Inc..
This page lists
22
institutional shareholders reporting positions in this security
for the Q3 2020 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.