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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: 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Evernest Financial Advisors LLC 126 *Closed 2024-03-31 0 $0 -4,080
   RIA Advisory Group LLC 143 *Closed 2024-03-31 0 $0 -1,806
   BerganKDV Wealth Management LLC 810 *Closed 2023-06-30 0 $0 -186
   3Chopt Investment Partners LLC 79 *Closed 2024-03-31 0 $0 -6,340
   SJS Investment Consulting Inc. 1332 *Closed 2024-03-31 0 $0 -9
   ELEQUIN CAPITAL LP 155 *Closed 2024-03-31 0 $0 -4,309
   Legacy Capital Wealth Partners LLC 183 *Closed 2024-03-31 0 $0 -38,772
   S.E.E.D. Planning Group LLC 79 *Closed 2024-03-31 0 $0 -3,800
   Empirical Asset Management LLC 284 *Closed 2024-03-31 0 $0 -5,363
   Breakwater Capital Group 263 *Closed 2024-03-31 0 $0 -4,679
   Hamilton Wealth LLC 100 *Closed 2023-12-31 0 $0 -10,189
   EVERGREEN CAPITAL MANAGEMENT LLC 881 *Closed 2024-03-31 0 $0 -32,236
   ORG Partners LLC 614 *Closed 2024-03-31 0 $0 -18,067
   Scissortail Wealth Management LLC 163 *Closed 2024-03-31 0 $0 -13,968
   FLOW TRADERS U.S. LLC 809 *Closed 2024-03-31 0 $0 -3,803
   D E SHAW & CO INC 3054 *Closed 2024-03-31 0 $0 -6,223
   LEGACY FINANCIAL GROUP INC. 75 *Closed 2024-03-31 0 $0 -13,575
   Meridian Financial Partners LLC 46 *Closed 2024-03-31 0 $0 -75,046
   Richardson Capital Management LLC 154 *Closed 2024-03-31 0 $0 -2,000
   Granite Harbor Advisors Inc. 76 *Closed 2024-03-31 0 $0 -4,712
   WOLVERINE TRADING LLC 1178 *Closed 2024-03-31 0 $0 -3,837
   Curi Capital 22 *Closed 2024-03-31 0 $0 -9,090
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 541 *Closed 2024-03-31 0 $0 -17,804
   Lehman & Derafelo Financial Resources LLC 172 *Closed 2022-12-31 0 $0 -1,747
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 282 *Closed 2024-03-31 0 $0 -4,287
   AlphaCore Capital LLC 255 *Closed 2024-03-31 0 $0 -50,576
   VALLEY FINANCIAL MANAGEMENT INC. 46 *Closed 2023-06-30 0 $0 -1,135
   Western Wealth Management LLC 695 *Closed 2024-03-31 0 $0 -85,369
   FIXED INCOME SECURITIES INC 1426 *Closed 2024-03-31 0 $0 -350
   TOWER RESEARCH CAPITAL LLC 5821 *Closed 2024-03-31 0 $0 -1,108
   X-Square Capital LLC 175 *Closed 2024-03-31 0 $0 -27,519
   Family Investment Center Inc. 80 *Closed 2024-03-31 0 $0 -7,677
   HHM Wealth Advisors LLC 724 *Closed 2024-03-31 0 $0 -250
   FAIRFIELD RESEARCH CORP 420 *Closed 2024-03-31 0 $0 -20
   TWO SIGMA SECURITIES LLC 1967 *Closed 2024-03-31 0 $0 -5,211
   WEALTHSOURCE PARTNERS LLC 515 *Closed 2023-12-31 0 $0 -12,258
   Aspire Private Capital LLC 740 *Closed 2024-03-31 0 $0 -77
   PARKSIDE FINANCIAL BANK & TRUST 2039 *Closed 2024-03-31 0 $0 -173
   Riggs Asset Managment Co. Inc. 653 *Closed 2024-03-31 0 $0 -12
   HighMark Wealth Management LLC 580 *Closed 2024-03-31 0 $0 -403
   Meridian Wealth Management LLC 493 *Closed 2024-03-31 0 $0 -19,314
   MBE Wealth Management LLC 96 *Closed 2024-03-31 0 $0 -10,686
   First National Advisers LLC 205 *Closed 2024-03-31 0 $0 -152,329
   COMMERCE BANK N A/MO 1212 *Closed 2024-03-31 0 $0 -5,009
   DiNuzzo Private Wealth Inc. 1357 *Closed 2024-03-31 0 $0 -861
   ODell Group LLC 480 *Closed 2024-03-31 0 $0 -492
   Flow State Investments L.P. 195 *Closed 2024-03-31 0 $0 -3,786
   Frazier Financial Advisors LLC 896 *Closed 2024-03-31 0 $0 -1,027
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1256 *Closed 2024-03-31 0 $0 -240
   OLD MISSION CAPITAL LLC 1168 *Closed 2024-03-31 0 $0 -36,427
   SAPIENT CAPITAL LLC 500 *Closed 2024-03-31 0 $0 -5,175
   TD CAPITAL MANAGEMENT LLC 541 *Closed 2024-03-31 0 $0 -1,155
   Quotient Wealth Partners LLC 307 *Closed 2024-03-31 0 $0 -5,373
   One + One Wealth Management LLC 103 *Closed 2024-03-31 0 $0 -52,520
   Apeiron RIA LLC 215 *Closed 2024-03-31 0 $0 -26,447
   Centerpoint Advisors LLC 465 *Closed 2024-03-31 0 $0 -850
   EMFO LLC 295 *Closed 2024-03-31 0 $0 -6,500
   WILLNER & HELLER LLC 144 *Closed 2023-12-31 0 $0 -4,106
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 352 *Closed 2024-03-31 0 $0 -7,811
   MN Wealth Advisors LLC 90 *Closed 2024-03-31 0 $0 -14,010
   Long Island Wealth Management Inc. 331 *Closed 2024-03-31 0 $0 -1,308
   GOLDMAN SACHS GROUP INC/ 4905 *Closed 2024-03-31 0 $0 -18,063
   Hudson Capital Management LLC 68 *Closed 2024-03-31 0 $0 -214,012
   POM Investment Strategies LLC 258 *Closed 2024-03-31 0 $0 -56
  64 Records found
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