Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
1,270
-
Total 13F shares, excl. options
-
317,843,847
-
Shares change
-
+5,495,815
-
Total reported value, excl. options
-
$18,068,936,521
-
Value change
-
+$311,582,253
-
Put/Call ratio
-
73%
-
Number of buys
-
757
-
Number of sells
-
487
-
Price
-
$56.85
Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) as of Q2 2025
As of 30 Jun 2025 J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) had 1,270 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 317,843,847 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC, UBS Group AG, Royal Bank of Canada, RAYMOND JAMES FINANCIAL INC, Nationwide Fund Advisors, and OSAIC HOLDINGS, INC..
This table shows 1,273 institutional shareholders of the security as of 30 Jun 2025.
| 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.