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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 393    68
Total shares held : 
 64,637,813  
% of shares held : 
 71.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   248  
Amount of shares held : 
 22,016,627  
% of shares held change : 
   24.46%  
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 :
86
 2,798,996
 4.33%
 
Increased Positions :
227
 20,659,589
 31.96%
 
Unchanged Positions :
33
 352,138
 0.54%
 
Decreased Positions :
47
-1,258,891
-1.95%
 
Closed Positions :
18
-183,067
-0.28%
 
Guru Positions :
2
33,848
 0.05%
 
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 period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Marks Wealth LLC 1 *New 2024-03-31 2,164,599 $117,408,000 2,164,599
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 384 *New 2024-03-31 111,142 $6,028,000 111,142
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 5 *New 2024-03-31 96,681 $5,244,000 96,681
   MILESTONE ASSET MANAGEMENT LLC 29 *New 2024-03-31 61,915 $3,358,000 61,915
   Wealthcare Advisory Partners LLC 187 *New 2024-03-31 50,090 $2,717,000 50,090
   GRIES FINANCIAL LLC 65 *New 2024-03-31 42,603 $2,311,000 42,603
   KENNEDY INVESTMENT GROUP 24 *New 2024-03-31 41,773 $2,266,000 41,773
   Concorde Financial Corp 16 *New 2024-03-31 38,474 $2,087,000 38,474
   Ambassador Advisors LLC 74 *New 2024-03-31 32,474 $1,761,000 32,474
   SIGNATURE SECURITIES GROUP CORPORATION 58 *New 2024-03-31 28,123 $1,525,000 28,123
   Lionsbridge Wealth Management LLC 33 *New 2024-03-31 25,836 $1,401,000 25,836
   FLYNN ZITO CAPITAL MANAGEMENT LLC 23 *New 2024-03-31 24,906 $1,351,000 24,906
   Belpointe Asset Management LLC 198 *New 2024-03-31 24,734 $1,342,000 24,734
   THRIVENT FINANCIAL FOR LUTHERANS 1688 *New 2024-03-31 22,901 $1,242,000 22,901
   Procyon Private Wealth Partners LLC 213 *New 2024-03-31 20,020 $1,086,000 20,020
   IVC Wealth Advisors LLC 44 *New 2024-03-31 18,990 $1,030,000 18,990
   FNY Investment Advisers LLC 41 *New 2024-03-31 18,767 $1,017,000 18,767
   Flow State Investments L.P. 55 *New 2024-03-31 17,082 $927,000 17,082
   Concurrent Investment Advisors LLC 383 *New 2024-03-31 17,005 $922,000 17,005
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1671 *New 2024-03-31 14,230 $772,000 14,230
   Newport Capital Group LLC 25 *New 2023-09-30 16,315 $766,000 16,315
   Sequoia Financial Advisors LLC 574 *New 2024-03-31 13,283 $720,000 13,283
   Imprint Wealth LLC 118 *New 2024-03-31 13,283 $716,000 13,283
   Krilogy Financial LLC 168 *New 2024-03-31 13,209 $716,000 13,209
   Econ Financial Services Corp 67 *New 2024-03-31 13,113 $711,000 13,113
   Oxinas Partners Wealth Management LLC 58 *New 2024-03-31 11,268 $611,000 11,268
   RFG Advisory Group LLC 477 *New 2024-03-31 10,671 $579,000 10,671
   PLANNING DIRECTIONS INC 36 *New 2024-03-31 10,443 $566,000 10,443
   KFG WEALTH MANAGEMENT LLC 78 *New 2024-03-31 10,095 $548,000 10,095
   TBH Global Asset Management LLC 145 *New 2024-03-31 10,038 $544,000 10,038
   CHAPIN DAVIS INC. 126 *New 2024-03-31 9,470 $514,000 9,470
   GUARDIAN WEALTH ADVISORS LLC / NC 152 *New 2024-03-31 9,289 $504,000 9,289
   Members Advisory Group LLC 16 *New 2024-03-31 8,594 $466,000 8,594
   OneAscent Financial Services LLC 214 *New 2024-03-31 8,433 $457,000 8,433
   Castle Rock Wealth Management LLC 153 *New 2024-03-31 8,585 $441,000 8,585
   Confluence Wealth Services Inc. 226 *New 2024-03-31 7,757 $421,000 7,757
   PARSONS CAPITAL MANAGEMENT INC/RI 336 *New 2024-03-31 7,680 $417,000 7,680
   WESTEND CAPITAL MANAGEMENT LLC 32 *New 2024-03-31 7,522 $408,000 7,522
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 779 *New 2024-03-31 7,492 $406,000 7,492
   Steele Capital Management Inc. 114 *New 2024-03-31 7,333 $398,000 7,333
   CFO4Life Group LLC 133 *New 2024-03-31 7,092 $385,000 7,092
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 820 *New 2024-03-31 7,073 $384,000 7,073
   Steel Peak Wealth Management LLC 314 *New 2024-03-31 7,051 $382,000 7,051
   Moors & Cabot Inc. 594 *New 2024-03-31 6,907 $375,000 6,907
   NORTHERN TRUST CORP 3662 *New 2024-03-31 6,764 $367,000 6,764
   Intrepid Financial Planning Group LLC 89 *New 2024-03-31 6,574 $357,000 6,574
   Navis Wealth Advisors LLC 54 *New 2024-03-31 6,570 $356,000 6,570
   EP WEALTH ADVISORS, INC. 593 *New 2024-03-31 6,308 $342,000 6,308
   Smith Anglin Financial LLC 133 *New 2024-03-31 6,149 $334,000 6,149
   Mendel Capital Management LLC 75 *New 2024-03-31 5,988 $325,000 5,988
   Saxony Capital Management LLC 68 *New 2024-03-31 5,937 $322,000 5,937
   Bridge Advisory LLC 84 *New 2024-03-31 5,665 $307,000 5,665
   COUNTRY CLUB BANK /GFN 269 *New 2024-03-31 5,630 $305,000 5,630
   Private Wealth Strategies L.L.C. 52 *New 2024-03-31 5,500 $298,000 5,500
   AFT, FORSYTH & COMPANY, INC. 114 *New 2024-03-31 5,473 $297,000 5,473
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 142 *New 2024-03-31 5,426 $294,000 5,426
   Magnus Financial Group LLC 254 *New 2024-03-31 5,329 $289,000 5,329
   Merit Financial Group LLC 737 *New 2024-03-31 5,272 $278,000 5,272
   ELCO Management Co. LLC 118 *New 2024-03-31 5,000 $271,000 5,000
   Fielder Capital Group LLC 121 *New 2024-03-31 5,000 $271,000 5,000
   Arkadios Wealth Advisors 570 *New 2024-03-31 4,965 $269,000 4,965
   Canvas Wealth Advisors LLC 116 *New 2024-03-31 5,120 $267,000 5,120
   Mayflower Financial Advisors LLC 297 *New 2024-03-31 4,808 $261,000 4,808
   Asset Allocation Strategies LLC 65 *New 2024-03-31 4,770 $259,000 4,770
   Clarus Wealth Advisors 106 *New 2024-03-31 4,784 $256,000 4,784
   Fortitude Advisory Group L.L.C. 158 *New 2024-03-31 4,572 $248,000 4,572
   PERSONAL CFO SOLUTIONS LLC 459 *New 2024-03-31 4,463 $242,000 4,463
   Capital Market Strategies LLC 126 *New 2024-03-31 4,257 $231,000 4,257
   MJP ASSOCIATES INC /ADV 208 *New 2024-03-31 4,235 $230,000 4,235
   Advisor OS LLC 352 *New 2024-03-31 4,235 $230,000 4,235
   WOLVERINE TRADING LLC 887 *New 2024-03-31 4,242 $230,000 4,242
   Gateway Wealth Partners LLC 208 *New 2024-03-31 4,217 $229,000 4,217
   Financial Guidance Group Inc. 51 *New 2024-03-31 4,187 $227,000 4,187
   Fermata Advisors LLC 187 *New 2024-03-31 4,127 $224,000 4,127
   Foundations Investment Advisors LLC 646 *New 2024-03-31 4,102 $223,000 4,102
   Vista Wealth Management Group LLC 178 *New 2024-03-31 4,090 $222,000 4,090
   Wealth Management Partners LLC 111 *New 2024-03-31 3,951 $214,000 3,951
   RIDGECREST WEALTH PARTNERS LLC 99 *New 2024-03-31 3,900 $212,000 3,900
   Granite Harbor Advisors Inc. 73 *New 2024-03-31 3,902 $212,000 3,902
   Security National Bank 128 *New 2024-03-31 2,358 $128,000 2,358
   Fortis Advisors LLC 116 *New 2024-03-31 2,100 $114,000 2,100
   Capital Advisors Ltd. LLC 342 *New 2024-03-31 1,842 $100,000 1,842
   TRUST CO OF VERMONT 399 *New 2024-03-31 1,701 $92,000 1,701
   First Command Advisory Services Inc. 240 *New 2024-03-31 1,095 $59,000 1,095
   Operose Advisors LLC 350 *New 2024-03-31 460 $25,000 460
   FIFTH THIRD BANCORP 1624 *New 2024-03-31 432 $23,000 432
   Heritage Wealth Advisors 382 *New 2024-03-31 400 $22,000 400
   BARCLAYS PLC 3802 *New 2024-03-31 290 $16,000 290
   Glass Jacobson Investment Advisors llc 508 *New 2024-03-31 285 $15,000 285
   Morton Brown Family Wealth LLC 135 *New 2024-03-31 278 $15,000 278
   Ronald Blue Trust Inc. 1450 *New 2024-03-31 178 $10,000 178
   Glassman Wealth Services 161 *New 2024-03-31 140 $8,000 140
   WFA of San Diego LLC 307 *New 2023-09-30 100 $5,000 100
   PIN OAK INVESTMENT ADVISORS INC 392 *New 2024-03-31 100 $5,000 100
   CAROLINAS WEALTH CONSULTING LLC 657 *New 2024-03-31 97 $5,000 97
   COLONIAL ASSET MANAGEMENT, INC. 703 *New 2024-03-31 73 $4,000 73
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1831 *New 2024-03-31 34 $2,000 34
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1061 *New 2024-03-31 25 $1,000 25
   CULLEN FROST BANKERS INC 1005 *New 2024-03-31 0 $0 0
  99 Records found
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