J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI)

CUSIP: 46641Q332

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / EQUITY PREMIUM
Total 13F shares
262,238,048
Share change
+15,670,623
Total reported value
$15,162,603,159
Put/Call ratio
131%
Price per share
$57.86
Number of holders
1,042
Value change
+$917,549,848
Number of buys
691
Number of sells
329

Quarterly Holders Quick Answers

What is CUSIP 46641Q332?
CUSIP 46641Q332 identifies JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q1 2024

As of 31 Mar 2024, J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) was held by 1,042 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 262,238,048 shares. The largest 10 holders included MORGAN STANLEY, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, WELLS FARGO & COMPANY/MN, Royal Bank of Canada, UBS Group AG, ENVESTNET ASSET MANAGEMENT INC, OSAIC HOLDINGS, INC., Cetera Investment Advisers, and CIBC Private Wealth Group, LLC. This page lists 1,044 institutional shareholders reporting positions in this security for the Q1 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2024 vs Q4 2023 Across Filers

Q4 2023 holders
994
Q1 2024 holders
1,042
Holder diff
48
Investor Q4 2023 Shares Q1 2024 Shares Share Diff Share Chg % Q4 2023 Value $ Q1 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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