Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
92
-
Total 13F shares, excl. options
-
9,297,615
-
Shares change
-
+7,359,878
-
Total reported value, excl. options
-
$540,365,839
-
Value change
-
+$427,714,772
-
Number of buys
-
74
-
Number of sells
-
-10
-
Price
-
$58.12
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q1 2021
94 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q1 2021.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 92 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,297,615 shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (5,798,611 shares), Cornerstone Advisory, LLC (705,872 shares), Requisite Capital Management, LLC (434,372 shares), ROYAL BANK OF CANADA (386,783 shares), NOTTINGHAM ADVISORS, INC. (115,179 shares), CARY STREET PARTNER INVESTMENT ADVISORY LLC (101,988 shares), COMMONWEALTH EQUITY SERVICES, LLC (100,939 shares), Advisory Resource Group (95,118 shares), Spire Wealth Management (93,509 shares), and New England Investment & Retirement Group, Inc. (88,763 shares).
This table shows the top 92 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.