Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
521
-
Total 13F shares, excl. options
-
117,799,730
-
Shares change
-
+26,965,449
-
Total reported value, excl. options
-
$6,037,703,180
-
Value change
-
+$1,373,436,924
-
Put/Call ratio
-
81%
-
Number of buys
-
410
-
Number of sells
-
-107
-
Price
-
$51.23
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q3 2022
557 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q3 2022.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 521 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 117,799,730 shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (19,268,952 shares), MORGAN STANLEY (16,617,839 shares), BANK OF AMERICA CORP /DE/ (14,289,766 shares), WELLS FARGO & COMPANY/MN (7,222,129 shares), ROYAL BANK OF CANADA (3,095,205 shares), ADVISOR GROUP HOLDINGS, INC. (2,706,494 shares), Requisite Capital Management, LLC (2,017,658 shares), ENVESTNET ASSET MANAGEMENT INC (1,951,398 shares), Cambridge Investment Research Advisors, Inc. (1,588,346 shares), and FRANKLIN RESOURCES INC (1,534,075 shares).
This table shows the top 521 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.