Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
1,059,421
-
Shares change
-
+668,387
-
Total reported value, excl. options
-
$56,419,000
-
Value change
-
+$35,651,993
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Number of buys
-
21
-
Number of sells
-
1
-
Price
-
$53.33
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) had 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,059,421 shares of stock of the company.
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 table shows 22 institutional shareholders of the security as of 30 Sep 2020.
| 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.