Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
157
-
Total 13F shares, excl. options
-
16,975,136
-
Shares change
-
+7,676,653
-
Total reported value, excl. options
-
$1,027,878,616
-
Value change
-
+$464,910,262
-
Number of buys
-
136
-
Number of sells
-
-16
-
Price
-
$60.57
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q2 2021
165 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q2 2021.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 157 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,975,136 shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (9,909,270 shares), Cornerstone Advisory, LLC (1,000,277 shares), Requisite Capital Management, LLC (664,007 shares), RiverFront Investment Group, LLC (560,455 shares), Cambridge Investment Research Advisors, Inc. (372,980 shares), Janney Montgomery Scott LLC (370,807 shares), RAYMOND JAMES & ASSOCIATES (245,336 shares), ROYAL BANK OF CANADA (244,470 shares), OSAIC HOLDINGS, INC. (173,814 shares), and COMMONWEALTH EQUITY SERVICES, LLC (167,816 shares).
This table shows the top 157 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.