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My Recent Searches
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Jpmorgan Equity Premium Income Etf (JEPI) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
919  28 |
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Total
shares held :
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240,856,608 |
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% of shares
held :
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26.76% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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218 |
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Amount
of shares held :
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3,138,179 |
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% of shares
held change :
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0.35% |
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| Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
|
N/A |
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Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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| All
Securities Held : |
Positions
|
Shares
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%
Of
Total Shares
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New
Positions : |
81
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1,207,481
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0.5%
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Increased
Positions : |
459
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13,319,249
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5.53%
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Unchanged
Positions : |
110
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4,784,247
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1.99%
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Decreased
Positions : |
269
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-10,126,951
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-4.2%
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Closed
Positions : |
53
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-1,261,600
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-0.52%
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Guru
Positions : |
2
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66,307
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0.03%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HBW Advisory Services LLC |
3 |
- |
2024-03-31 |
436,522 |
$24,000,000 |
0 |
|
| Wright Fund Managment LLC |
25 |
- |
2024-03-31 |
356,519 |
$20,628,000 |
0 |
|
| Evergreen Wealth Management LLC |
6 |
- |
2024-03-31 |
106,142 |
$6,141,000 |
0 |
|
| EverSource Wealth Advisors LLC |
55 |
- |
2024-03-31 |
90,197 |
$4,959,000 |
0 |
|
| Reitz Capital Advisors LLC |
5 |
- |
2024-03-31 |
86,027 |
$4,295,000 |
0 |
|
| HOURGLASS CAPITAL, LLC |
49 |
- |
2024-03-31 |
42,150 |
$2,439,000 |
0 |
|
| Whitford Management LLC |
15 |
- |
2024-03-31 |
41,624 |
$2,408,000 |
0 |
|
| MCDONALD PARTNERS LLC |
59 |
- |
2024-03-31 |
30,850 |
$1,785,000 |
0 |
|
| Column Capital Advisors LLC |
50 |
- |
2023-09-30 |
26,000 |
$1,393,000 |
0 |
|
| Sunpointe LLC |
14 |
- |
2024-03-31 |
21,571 |
$1,248,000 |
0 |
|
| Autumn Glory Partners LLC |
56 |
- |
2024-03-31 |
20,256 |
$1,172,000 |
0 |
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| ARMSTRONG ADVISORY GROUP INC |
48 |
- |
2024-03-31 |
20,623 |
$1,134,000 |
0 |
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| Sepio Capital LLC |
160 |
- |
2024-03-31 |
18,450 |
$1,068,000 |
0 |
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| ANNEX ADVISORY SERVICES, LLC |
143 |
- |
2024-03-31 |
13,669 |
$791,000 |
0 |
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| CULLEN FROST BANKERS INC |
332 |
- |
2024-03-31 |
12,440 |
$720,000 |
0 |
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| Biechele Royce Advisors |
37 |
- |
2024-03-31 |
10,310 |
$597,000 |
0 |
|
| Lion Street Advisors LLC |
96 |
- |
2024-03-31 |
10,415 |
$573,000 |
0 |
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| EVERCORE WEALTH MANAGEMENT, LLC |
270 |
- |
2024-03-31 |
9,334 |
$540,000 |
0 |
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| Atlantic Trust LLC |
79 |
- |
2024-03-31 |
9,042 |
$523,000 |
0 |
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| WealthSpring Partners LLC |
41 |
- |
2023-09-30 |
9,344 |
$500,000 |
0 |
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| Paragon Private Wealth Management LLC |
96 |
- |
2024-03-31 |
8,628 |
$499,000 |
0 |
|
| CANNELL PETER B & CO INC |
219 |
- |
2023-12-31 |
7,500 |
$412,000 |
0 |
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| TANGLEWOOD WEALTH MANAGEMENT, INC. |
27 |
- |
2024-03-31 |
7,040 |
$407,000 |
0 |
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| Atlantic Private Wealth LLC |
22 |
- |
2024-03-31 |
6,543 |
$379,000 |
0 |
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| Columbia Asset Management |
141 |
- |
2024-03-31 |
6,000 |
$330,000 |
0 |
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| Defender Capital LLC. |
27 |
- |
2024-03-31 |
5,625 |
$325,000 |
0 |
|
| ROOF EIDAM & MAYCOCK/ADV |
99 |
- |
2024-03-31 |
5,500 |
$318,000 |
0 |
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| YorkBridge Wealth Partners LLC |
179 |
- |
2022-12-31 |
5,800 |
$316,000 |
0 |
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| CAPITAL CITY TRUST CO/FL |
97 |
- |
2024-03-31 |
5,454 |
$316,000 |
0 |
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| Leo Wealth LLC |
261 |
- |
2024-03-31 |
5,314 |
$304,000 |
0 |
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| Gratus Capital LLC |
270 |
- |
2024-03-31 |
5,000 |
$289,000 |
0 |
|
| CHELSEA COUNSEL CO |
85 |
- |
2023-12-31 |
4,980 |
$276,000 |
0 |
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| Capital Planning LLC |
70 |
- |
2024-03-31 |
4,680 |
$271,000 |
0 |
|
| S.C. Financial Services Inc. |
83 |
- |
2022-12-31 |
4,903 |
$267,000 |
0 |
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| ACADEMY CAPITAL MANAGEMENT INC/TX |
28 |
- |
2024-03-31 |
4,411 |
$255,000 |
0 |
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| Claybrook Capital LLC |
120 |
- |
2023-09-30 |
4,584 |
$246,000 |
0 |
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| FORTEM FINANCIAL GROUP LLC |
149 |
- |
2024-03-31 |
4,082 |
$236,000 |
0 |
|
| Sachetta LLC |
136 |
- |
2024-03-31 |
4,012 |
$221,000 |
0 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
68 |
- |
2024-03-31 |
3,780 |
$219,000 |
0 |
|
| WILLS FINANCIAL GROUP, INC. |
61 |
- |
2024-03-31 |
3,757 |
$217,000 |
0 |
|
| APCM Wealth Management for Individuals |
66 |
- |
2024-03-31 |
3,375 |
$195,000 |
0 |
|
| BESSEMER GROUP INC |
1089 |
- |
2024-03-31 |
2,494 |
$144,000 |
0 |
|
| ANTONETTI CAPITAL MANAGEMENT LLC |
55 |
- |
2023-09-30 |
2,410 |
$129,000 |
0 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
348 |
- |
2024-03-31 |
1,700 |
$98,000 |
0 |
|
| QUADRANT CAPITAL GROUP LLC |
1084 |
- |
2024-03-31 |
1,500 |
$87,000 |
0 |
|
| Close Asset Management Ltd |
150 |
- |
2024-03-31 |
1,145 |
$66,000 |
0 |
|
| UMB BANK N A/MO |
796 |
- |
2024-03-31 |
1,096 |
$63,000 |
0 |
|
| FIRST MANHATTAN CO |
838 |
- |
2024-03-31 |
1,050 |
$61,000 |
0 |
|
| Atlantic Edge Private Wealth Management LLC |
181 |
- |
2024-03-31 |
1,000 |
$58,000 |
0 |
|
| Bogart Wealth LLC |
355 |
- |
2024-03-31 |
980 |
$57,000 |
0 |
|
| BDO Wealth Advisors LLC |
417 |
- |
2023-06-30 |
1,000 |
$55,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
352 |
- |
2024-03-31 |
857 |
$50,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1588 |
- |
2024-03-31 |
820 |
$47,000 |
0 |
|
| Roble Belko & Company Inc |
177 |
- |
2024-03-31 |
763 |
$44,000 |
0 |
|
| NBT BANK N A /NY |
411 |
- |
2024-03-31 |
692 |
$40,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
285 |
- |
2024-03-31 |
530 |
$31,000 |
0 |
|
| ANGELES WEALTH MANAGEMENT LLC |
269 |
- |
2024-03-31 |
400 |
$23,000 |
0 |
|
| RESOURCES MANAGEMENT CORP /CT/ /ADV |
331 |
- |
2024-03-31 |
350 |
$20,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
381 |
- |
2024-03-31 |
292 |
$17,000 |
0 |
|
| Running Point Capital Advisors LLC |
123 |
- |
2024-03-31 |
276 |
$16,000 |
0 |
|
| TCTC HOLDINGS, LLC |
400 |
- |
2024-03-31 |
269 |
$16,000 |
0 |
|
| MARK SHEPTOFF FINANCIAL PLANNING LLC |
256 |
- |
2024-03-31 |
280 |
$16,000 |
0 |
|
| Pineridge Advisors LLC |
271 |
- |
2024-03-31 |
200 |
$12,000 |
0 |
|
| Signature Resources Capital Management LLC |
214 |
- |
2024-03-31 |
150 |
$8,000 |
0 |
|
| FIRST COMMUNITY TRUST NA |
239 |
- |
2024-03-31 |
146 |
$8,000 |
0 |
|
| Tidemark LLC |
499 |
- |
2024-03-31 |
102 |
$6,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
810 |
- |
2022-12-31 |
100 |
$5,000 |
0 |
|
| Missouri Trust & Investment Co |
331 |
- |
2024-03-31 |
86 |
$5,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
641 |
- |
2024-03-31 |
50 |
$3,000 |
0 |
|
| AMERICAN NATIONAL BANK |
449 |
- |
2024-03-31 |
50 |
$3,000 |
0 |
|
| ST GERMAIN D J CO INC |
758 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| MILLER WEALTH ADVISORS LLC |
81 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
| Impact Partnership Wealth LLC |
856 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
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73 Records found
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1
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