Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
246,130,542
-
Share change
-
+3,105,552
-
Total reported value
-
$13,532,959,553
-
Put/Call ratio
-
193%
-
Price per share
-
$54.98
-
Number of holders
-
994
-
Value change
-
+$173,135,334
-
Number of buys
-
562
-
Number of sells
-
338
Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q4 2023
As of 31 Dec 2023 J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) had 994 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 246,130,542 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, UBS Group AG, CIBC Private Wealth Group, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This table shows 995 institutional shareholders of the security as of 31 Dec 2023.
| 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.