Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
1,042
-
Total 13F shares, excl. options
-
262,238,048
-
Shares change
-
+15,670,623
-
Total reported value, excl. options
-
$15,162,603,159
-
Value change
-
+$917,549,848
-
Put/Call ratio
-
131%
-
Number of buys
-
691
-
Number of sells
-
-329
-
Price
-
$57.86
Significant Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q1 2024
1,116 filings reported holding JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM as of Q1 2024.
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) has 1,042 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 262,238,048 shares
.
Largest 10 shareholders include MORGAN STANLEY (37,137,528 shares), BANK OF AMERICA CORP /DE/ (26,647,792 shares), JPMORGAN CHASE & CO (22,032,620 shares), WELLS FARGO & COMPANY/MN (12,250,903 shares), Royal Bank of Canada (6,740,868 shares), UBS Group AG (6,731,326 shares), ENVESTNET ASSET MANAGEMENT INC (6,564,485 shares), OSAIC HOLDINGS, INC. (6,303,087 shares), Cetera Investment Advisers (4,135,711 shares), and CIBC Private Wealth Group, LLC (3,355,471 shares).
This table shows the top 1,042 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.