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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
   MORGAN STANLEY 111 - 2024-03-31 37,137,528 $2,148,777,000 3,373,436
   BANK OF AMERICA CORP /DE/ 136 - 2024-03-31 26,647,792 $1,541,841,000 815,767
   J P MORGAN CHASE & CO 180 - 2024-03-31 22,032,620 $1,274,807,000 815,598
   WELLS FARGO & CO/MN 111 - 2024-03-31 12,250,903 $708,837,000 1,085,099
   ROYAL BANK OF CANADA 198 - 2024-03-31 6,740,868 $390,026,000 -119,442
   UBS Group AG 159 - 2024-03-31 6,731,326 $389,475,000 988,099
   ENVESTNET ASSET MANAGEMENT INC 133 - 2024-03-31 6,564,485 $379,821,000 727,710
   Advisor Group Holdings Inc. 14 - 2024-03-31 6,303,087 $364,693,000 -181,108
   Atlantic Trust Group LLC 77 - 2024-03-31 3,355,471 $192,168,000 183,162
   COMMONWEALTH EQUITY SERVICES LLC. 65 - 2024-03-31 2,949,703 $170,670,000 81,140
   RIVERFRONT INVESTMENT GROUP, LLC 6 - 2024-03-31 2,839,375 $164,286,000 573,494
   JANNEY MONTGOMERY SCOTT LLC 41 - 2024-03-31 2,682,041 $155,183,000 258,473
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 90 - 2024-03-31 2,503,336 $144,843,000 703,731
   HIGHTOWER ADVISORS, LLC 99 - 2024-03-31 2,432,535 $140,726,000 322,906
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 26 - 2024-03-31 2,145,038 $124,112,000 163,017
   MML INVESTORS SERVICES LLC 29 - 2024-03-31 2,141,577 $123,912,000 -77,974
   FINANCIAL NETWORK 21 - 2024-03-31 2,136,341 $123,609,000 66,401
   RAYMOND JAMES & ASSOCIATES 226 - 2024-03-31 1,982,483 $114,706,000 49,224
   STIFEL FINANCIAL CORP 177 - 2024-03-31 1,901,538 $110,022,000 15,912
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 90 - 2024-03-31 1,868,056 $108,086,000 268,115
   Requisite Capital Management LLC 1 - 2024-03-31 1,752,999 $101,429,000 -174,680
   Cornerstone Advisory LLP 1 - 2024-03-31 1,715,998 $99,288,000 99,441
   Rockefeller Capital Management L.P. 82 - 2024-03-31 1,706,148 $98,718,000 192,089
   Enstar Group LTD 1 - 2024-03-31 1,628,135 $94,204,000 -115,241
   FRANKLIN RESOURCES INC 409 - 2024-03-31 1,599,417 $92,542,000 23,483
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 96 - 2024-03-31 1,504,186 $87,032,000 82,660
   LPL FINANCIAL CORP 378 - 2024-03-31 1,436,859 $83,137,000 241,970
   PFS INVESTMENTS INC. 12 - 2023-06-30 1,452,338 $80,358,000 19,380
   Financial Advisory Service Inc. 1 - 2024-03-31 1,308,082 $75,686,000 97,680
   CWM LLC 55 - 2024-03-31 1,205,341 $69,741,000 638,478
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 5 - 2024-03-31 1,203,095 $69,611,000 576,068
   Hartland & Co. LLC 4 - 2024-03-31 1,191,874 $68,008,000 42,232
   Confluence Wealth Services Inc. 4 - 2024-03-31 1,171,146 $67,763,000 212,346
   MULTIFINANCIAL SECURITIES CORP 29 - 2024-03-31 1,108,575 $64,142,000 188,529
   BANK OF NEW YORK MELLON CORP 907 - 2024-03-31 1,090,430 $63,092,000 -316,327
   HANSON MCCLAIN, INC. 28 - 2024-03-31 1,038,059 $60,062,000 137,500
   EXCHANGE TRADED CONCEPTS LLC 6 *New 2024-03-31 966,844 $55,942,000 966,844
   Lebenthal Global Advisors LLC 1 - 2024-03-31 920,644 $53,268,000 4,249
   Cetera Investment Advisers 30 - 2024-03-31 890,795 $51,541,000 73,786
   Baird Financial Group Inc. 203 - 2024-03-31 853,038 $49,357,000 156,151
   Atria Wealth Solutions Inc. 28 - 2024-03-31 828,719 $47,950,000 132,289
   Kestra Advisory Services LLC 54 - 2024-03-31 827,579 $47,884,000 155,777
   HUNTINGTON ASSET ADVISORS INC. 9 - 2024-03-31 823,543 $47,650,000 -157,017
   PNC FINANCIAL SERVICES GROUP INC 278 - 2024-03-31 807,254 $46,708,000 51,247
   BB&T CORP 245 - 2024-03-31 805,913 $46,630,000 -166,096
   Americana Partners LLC 2 - 2024-03-31 786,887 $45,529,000 45,824
   Capital Investment Advisors LLC 19 - 2024-03-31 782,741 $45,289,000 39,689
   H D Vest Advisory Services 30 - 2024-03-31 779,442 $45,099,000 97,078
   NOTTINGHAM ADVISORS INC 5 - 2024-03-31 770,795 $44,598,000 -47,012
   CAMBRIDGE TRUST CO 13 - 2023-12-31 797,301 $43,836,000 12,660
   CAPITAL ADVISORS INC/OK 42 - 2024-03-31 750,005 $43,395,000 29,750
   Brookstone Capital Management 26 - 2024-03-31 725,254 $41,963,000 30,783
   Marks Wealth LLC 2 *New 2024-03-31 724,421 $41,915,000 724,421
   Union Bankshares Corp 5 - 2024-03-31 692,760 $40,083,000 -37,317
   Aptus Capital Advisors LLC 22 - 2024-03-31 681,462 $39,429,000 251,824
   Eaton Financial Holdings Company LLC 1 - 2024-03-31 636,829 $36,847,000 68,099
   PINNACLE ASSOCIATES LTD 40 - 2024-03-31 621,973 $35,987,000 35,027
   Hennion & Walsh Asset Management Inc. 4 - 2024-03-31 614,703 $35,567,000 353,294
   Steward Partners Investment Advisory LLC 56 - 2024-03-31 598,509 $34,630,000 64,425
   Magnus Financial Group LLC 4 - 2024-03-31 596,324 $34,503,000 14,679
   Pacific Center for Financial Services 3 - 2023-12-31 622,149 $34,206,000 -1,857
   Oakworth Capital Inc. 11 - 2024-03-31 587,379 $33,986,000 -37,640
   CFO4Life Group LLC 3 - 2024-03-31 568,517 $32,894,000 35,683
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 9 - 2024-03-31 544,749 $31,519,000 56,944
   Kathmere Capital Management LLC 6 - 2024-03-31 542,463 $31,387,000 20,605
   Melia Wealth LLC 1 - 2024-03-31 525,330 $30,396,000 21,347
   Prime Capital Investment Advisors LLC 53 - 2024-03-31 524,252 $30,333,000 31,027
   Financial Partners Group Inc 3 - 2024-03-31 516,635 $29,892,000 -30,088
   LLBH Private Wealth Management LLC 4 - 2024-03-31 513,642 $29,719,000 39,869
   SANDY SPRING BANK 16 - 2024-03-31 500,218 $28,943,000 77,861
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 63 - 2024-03-31 492,066 $28,471,000 -295,148
   Bricktown Capital LLC 6 - 2024-03-31 479,655 $27,753,000 121,655
   Apollon Wealth Management LLC 20 - 2024-03-31 475,494 $27,512,000 320,785
   Leverty Financial Group LLC 3 - 2024-03-31 474,801 $27,471,000 -36,262
   Horizon Advisory Services Inc. 2 - 2024-03-31 470,071 $27,198,000 0
   49 WEALTH MANAGEMENT LLC 4 - 2024-03-31 471,577 $27,007,000 -3,156
   STEPHENS INC /AR/ 56 - 2024-03-31 459,834 $26,606,000 24,113
   SYNOVUS FINANCIAL CORP 42 - 2024-03-31 453,172 $26,223,000 49,963
   Corrigan Financial Inc. 5 - 2024-03-31 446,508 $25,835,000 6,590
   Tradition Wealth Management LLC 6 - 2024-03-31 439,354 $25,421,000 19,712
   Integrated Wealth Concepts LLC 51 - 2024-03-31 437,979 $25,341,000 -4,669
   GUARDIAN WEALTH ADVISORS LLC / NC 7 - 2024-03-31 437,343 $25,305,000 43,557
   Ten Capital Wealth Advisors LLC 4 - 2023-06-30 449,845 $24,889,000 -13,104
   Prosperity Consulting Group LLC 3 - 2024-03-31 428,819 $24,811,000 153,181
   Ergawealth Advisors Inc. 1 - 2024-03-31 428,207 $24,776,000 -63,564
   NATIONAL ASSET MANAGEMENT, INC. 23 - 2024-03-31 454,629 $24,350,000 47,114
   Integrated Advisors Network LLC 10 - 2024-03-31 419,943 $24,298,000 57,612
   HBW Advisory Services LLC 3 - 2024-03-31 436,522 $24,000,000 0
   Badgley Phelps Wealth Managers LLC 52 *New 2024-03-31 414,318 $23,972,000 414,318
   MERCER GLOBAL ADVISORS INC /ADV 174 - 2024-03-31 404,460 $23,400,000 352,488
   PATTEN & PATTEN INC/TN 11 - 2024-03-31 401,463 $23,229,000 26,869
   J.W. COLE ADVISORS INC. 11 - 2024-03-31 396,974 $22,969,000 26,234
   TCG Advisory Services LLC 13 - 2024-03-31 395,465 $22,882,000 53,395
   Bouchey Financial Group Ltd 13 - 2024-03-31 395,086 $22,860,000 16,676
   ELEMENT POINTE ADVISORS LLC 4 - 2024-03-31 375,400 $21,721,000 26,114
   JNB Advisors LLC 14 - 2024-03-31 373,170 $21,592,000 -64,789
   Delta Investment Management LLC 5 - 2024-03-31 363,045 $21,006,000 -8,585
   PROSPERA FINANCIAL SERVICES 23 - 2023-12-31 382,033 $21,004,000 -77,345
   BALYASNY ASSET MANAGEMENT LLC 422 - 2024-03-31 362,243 $20,959,000 310,905
   U.S. Capital Wealth Advisors LLC 21 - 2024-03-31 362,047 $20,948,000 112,602
  100 Records found
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