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Get Institutions for : 
Jpmorgan Equity Premium Income Etf (JEPI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 919    28
Total shares held : 
 240,856,608  
% of shares held : 
 26.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   218  
Amount of shares held : 
 3,138,179  
% of shares held change : 
   0.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
81
 1,207,481
 0.5%
 
Increased Positions :
459
 13,319,249
 5.53%
 
Unchanged Positions :
110
 4,784,247
 1.99%
 
Decreased Positions :
269
-10,126,951
-4.2%
 
Closed Positions :
53
-1,261,600
-0.52%
 
Guru Positions :
2
66,307
 0.03%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   EXCHANGE TRADED CONCEPTS LLC 6 *New 2024-03-31 966,844 $55,942,000 966,844
   Marks Wealth LLC 2 *New 2024-03-31 724,421 $41,915,000 724,421
   Badgley Phelps Wealth Managers LLC 52 *New 2024-03-31 414,318 $23,972,000 414,318
   HARTLINE INVESTMENT CORP/ 9 *New 2024-03-31 212,033 $12,268,000 212,033
   Luken Investment Analytics LLC 9 *New 2024-03-31 144,325 $8,351,000 144,325
   HELLMAN JORDAN MANAGEMENT CO INC /MA/ 1 *New 2022-12-31 98,945 $5,392,000 98,945
   Simplicity WealthLLC 201 *New 2024-03-31 74,601 $4,316,000 74,601
   SOUTHEAST ASSET ADVISORS INC. 35 *New 2024-03-31 69,812 $4,039,000 69,812
   Fermata Advisors LLC 35 *New 2024-03-31 61,588 $3,563,000 61,588
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 44 *New 2024-03-31 59,891 $3,465,000 59,891
   MILLENNIUM MANAGEMENT LLC 2228 *New 2024-03-31 51,165 $2,960,000 51,165
   Marshall Financial Group LLC 25 *New 2024-03-31 47,748 $2,763,000 47,748
   GOFEN & GLOSSBERG LLC /IL/ 171 *New 2022-12-31 47,029 $2,563,000 47,029
   GRIES FINANCIAL LLC 57 *New 2024-03-31 43,915 $2,541,000 43,915
   SIGNATURE SECURITIES GROUP CORPORATION 37 *New 2024-03-31 41,854 $2,422,000 41,854
   Oakmont Partners LLC 267 *New 2024-03-31 32,961 $1,907,000 32,961
   Imprint Wealth LLC 66 *New 2024-03-31 25,751 $1,475,000 25,751
   CABANA LLC 9 *New 2024-03-31 25,052 $1,450,000 25,052
   Econ Financial Services Corp 47 *New 2024-03-31 19,786 $1,145,000 19,786
   Menard Financial Group LLC 26 *New 2024-03-31 18,203 $1,053,000 18,203
   Syntegra Private Wealth Group LLC 47 *New 2024-03-31 17,736 $1,026,000 17,736
   Patten Group Inc. 124 *New 2024-03-31 15,779 $913,000 15,779
   Morse Asset Management Inc 87 *New 2024-03-31 15,632 $904,000 15,632
   KFG WEALTH MANAGEMENT LLC 54 *New 2024-03-31 15,477 $896,000 15,477
   New Century Financial Group LLC 52 *New 2024-03-31 15,357 $889,000 15,357
   Financial Advocates Investment Management 330 *New 2024-03-31 12,522 $878,000 12,522
   United Advisor Group LLC 83 *New 2024-03-31 15,012 $869,000 15,012
   BLB&B ADVISORS LLC 137 *New 2024-03-31 14,438 $835,000 14,438
   Thrive Capital Management LLC 46 *New 2024-03-31 13,827 $800,000 13,827
   Arrowroot Family Office LLC 54 *New 2024-03-31 12,811 $741,000 12,811
   MARINO STRAM & ASSOCIATES LLC 90 *New 2024-03-31 12,670 $733,000 12,670
   Saxony Capital Management LLC 35 *New 2024-03-31 10,375 $600,000 10,375
   INTL FCSTONE INC. 204 *New 2024-03-31 10,061 $582,000 10,061
   Ascension Capital Advisors Inc. 22 *New 2024-03-31 9,716 $562,000 9,716
   Andina Capital Management LLC 41 *New 2024-03-31 9,585 $555,000 9,585
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 761 *New 2024-03-31 9,366 $542,000 9,366
   FIDUCIARY TRUST CO 443 *New 2024-03-31 9,329 $540,000 9,329
   Fernwood Investment Management LLC 126 *New 2024-03-31 9,156 $530,000 9,156
   Montis Financial LLC 44 *New 2024-03-31 9,036 $523,000 9,036
   Legacy Financial Strategies LLC 59 *New 2024-03-31 8,693 $503,000 8,693
   Canvas Wealth Advisors LLC 76 *New 2024-03-31 8,871 $493,000 8,871
   OneAscent Financial Services LLC 206 *New 2024-03-31 8,172 $473,000 8,172
   Armstrong Fleming & Moore Inc 60 *New 2024-03-31 7,885 $456,000 7,885
   SPEARS ABACUS ADVISORS LLC 289 *New 2024-03-31 7,500 $434,000 7,500
   RMB CAPITAL MANAGEMENT LLC 452 *New 2024-03-31 7,482 $433,000 7,482
   West Wealth Group LLC 50 *New 2024-03-31 7,290 $422,000 7,290
   Kovitz Investment Group Partners LLC 541 *New 2024-03-31 6,686 $387,000 6,686
   Lakeridge Wealth Management LLC 80 *New 2024-03-31 6,518 $377,000 6,518
   AlTi Global Inc. 287 *New 2024-03-31 6,361 $368,000 6,361
   Delta Financial Group Inc. 153 *New 2024-03-31 6,272 $363,000 6,272
   WEATHERLY ASSET MANAGEMENT LP 142 *New 2024-03-31 6,205 $359,000 6,205
   Mattern Wealth Management LLC 133 *New 2024-03-31 6,188 $358,000 6,188
   Pine Valley Investments Ltd Liability Co 338 *New 2024-03-31 5,997 $347,000 5,997
   Capital CS Group LLC 51 *New 2024-03-31 5,220 $302,000 5,220
   Archford Capital Strategies LLC 215 *New 2024-03-31 5,141 $297,000 5,141
   Fort Point Capital Partners LLC 257 *New 2024-03-31 5,079 $294,000 5,079
   TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS T 108 *New 2024-03-31 5,025 $291,000 5,025
   Sterling Investment Counsel LLC 125 *New 2024-03-31 4,913 $284,000 4,913
   Future Financial Wealth Managment LLC 85 *New 2024-03-31 4,803 $278,000 4,803
   Ethos Financial Group LLC 190 *New 2024-03-31 4,810 $278,000 4,810
   Grandview Asset Management LLC 98 *New 2024-03-31 4,682 $271,000 4,682
   Laraway Financial Inc 96 *New 2024-03-31 4,620 $267,000 4,620
   WESBANCO BANK INC 520 *New 2024-03-31 4,325 $250,000 4,325
   DeDora Capital Inc. 101 *New 2024-03-31 4,297 $249,000 4,297
   FINEMARK NATIONAL BANK & TRUST 373 *New 2024-03-31 4,283 $248,000 4,283
   M&T BANK CORP 1414 *New 2024-03-31 4,271 $247,000 4,271
   BAXTER BROS INC 143 *New 2024-03-31 4,142 $240,000 4,142
   WALLER FINANCIAL PLANNING GROUP INC 56 *New 2024-03-31 4,148 $240,000 4,148
   J. L. Bainbridge & Co. Inc. 73 *New 2024-03-31 4,076 $236,000 4,076
   Michael S. Ryan Inc. 41 *New 2024-03-31 4,000 $231,000 4,000
   BAKER TILLY FINANCIAL LLC 388 *New 2024-03-31 3,950 $229,000 3,950
   Acorns Advisers LLC 41 *New 2024-03-31 3,773 $218,000 3,773
   Rollins Financial Advisors LLC 112 *New 2024-03-31 3,775 $218,000 3,775
   XML Financial LLC 315 *New 2024-03-31 3,733 $216,000 3,733
   PATRICK M SWEENEY & ASSOCIATES INC 133 *New 2024-03-31 3,716 $215,000 3,716
   BEACON FINANCIAL PLANNING INC 36 *New 2024-03-31 3,644 $211,000 3,644
   Clayton Financial Group LLC 99 *New 2024-03-31 3,542 $205,000 3,542
   Disciplined Investments LLC 116 *New 2024-03-31 3,500 $203,000 3,500
   Fiduciary Alliance LLC 186 *New 2024-03-31 3,529 $202,000 3,529
   DCM Advisors LLC 76 *New 2024-03-31 3,495 $202,000 3,495
   TRUST CO OF VERMONT 315 *New 2024-03-31 3,288 $190,000 3,288
   Fortis Advisors LLC 99 *New 2024-03-31 2,950 $171,000 2,950
   Pinnacle Bank 224 *New 2024-03-31 2,800 $162,000 2,800
   ALASKA PERMANENT CAPITAL MANAGEMENT 38 *New 2024-03-31 2,690 $156,000 2,690
   WOODMONT INVESTMENT COUNSEL LLC 267 *New 2024-03-31 2,254 $130,000 2,254
   Providence Capital Advisors LLC 124 *New 2024-03-31 1,996 $115,000 1,996
   SMITHFIELD TRUST CO 434 *New 2024-03-31 1,900 $110,000 1,900
   Ahrens Investment Partners LLC 211 *New 2023-03-31 1,980 $108,000 1,980
   PINNACLE HOLDINGS LLC 149 *New 2024-03-31 1,205 $70,000 1,205
   Investors Research Corp 467 *New 2024-03-31 1,091 $63,000 1,091
   Cutler Group LP 336 *New 2024-03-31 1,100 $63,000 1,100
   Vermillion & White Wealth Management Group LLC 115 *New 2024-03-31 974 $56,000 974
   YHB INVESTMENT ADVISORS, INC. 454 *New 2024-03-31 825 $48,000 825
   Beaird Harris Wealth Management LLC 221 *New 2024-03-31 660 $38,000 660
   BURKETT FINANCIAL SERVICES LLC 96 *New 2024-03-31 610 $35,000 610
   CAROLINAS WEALTH CONSULTING LLC 497 *New 2024-03-31 271 $16,000 271
   BARTLETT & CO. LLC 935 *New 2023-12-31 240 $13,000 240
   GODSEY & GIBB ASSOCIATES 282 *New 2024-03-31 155 $9,000 155
   Penserra Capital Management LLC 1032 *New 2024-03-31 133 $7,000 133
   Planning Capital Management Corp 467 *New 2024-03-31 101 $6,000 101
  100 Records found
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