Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
1,842,309
-
Shares change
-
+661,807
-
Total reported value, excl. options
-
$102,908,471
-
Value change
-
+$37,273,693
-
Number of buys
-
30
-
Number of sells
-
-7
-
Price
-
$55.75
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q4 2020
43 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q4 2020.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,842,309 shares
.
Largest 10 shareholders include Requisite Capital Management, LLC (359,355 shares), JPMORGAN CHASE & CO (310,000 shares), Cornerstone Advisory, LLC (282,152 shares), Advisory Resource Group (90,832 shares), Cambridge Investment Research Advisors, Inc. (86,704 shares), Beta Wealth Group, Inc. (81,195 shares), CARY STREET PARTNER INVESTMENT ADVISORY LLC (72,361 shares), Peregrine Asset Advisers, Inc. (56,700 shares), COMMONWEALTH EQUITY SERVICES, LLC (51,805 shares), and Allen Capital Group, LLC (51,095 shares).
This table shows the top 41 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.