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

CUSIP: 46641Q332

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / EQUITY PREMIUM
Total 13F shares
314,126,100
Share change
-1,812,032
Total reported value
$17,978,398,457
Put/Call ratio
51%
Price per share
$57.24
Number of holders
1,361
Value change
-$102,941,116
Number of buys
675
Number of sells
578

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.

Need full ownership history?
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 Q4 2025

As of 31 Dec 2025, J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) was held by 1,361 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 314,126,100 shares. The largest 10 holders included MORGAN STANLEY, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, ROYAL BANK OF CANADA, UBS Group AG, Nationwide Fund Advisors, JPMORGAN CHASE & CO, and OSAIC HOLDINGS, INC.. This page lists 1,361 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
1,281
Q4 2025 holders
1,361
Holder diff
80
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 Value $ Q4 2025 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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