Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Jpmorgan Equity Premium Income Etf (JEPI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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 :
1
57,587
 0.02%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 120 - 2023-12-31 33,764,092 $1,856,350,000 1,068,144
   BANK OF AMERICA CORP /DE/ 131 - 2023-12-31 25,832,025 $1,420,245,000 -856,171
   J P MORGAN CHASE & CO 170 - 2023-12-31 21,217,022 $1,166,512,000 -304,712
   WELLS FARGO & CO/MN 124 - 2023-12-31 11,165,804 $613,896,000 -46,382
   ROYAL BANK OF CANADA 196 - 2023-12-31 6,860,310 $377,179,000 -77,273
   Advisor Group Holdings Inc. 22 - 2023-12-31 6,484,195 $356,588,000 -1,193,183
   ENVESTNET ASSET MANAGEMENT INC 138 - 2023-12-31 5,836,775 $320,906,000 315,588
   UBS Group AG 164 - 2023-12-31 5,743,227 $315,763,000 -52,330
   Atlantic Trust Group LLC 76 - 2023-12-31 3,172,309 $174,414,000 187,656
   COMMONWEALTH EQUITY SERVICES LLC. 65 - 2023-12-31 2,868,563 $157,714,000 62,259
   JANNEY MONTGOMERY SCOTT LLC 46 - 2023-12-31 2,423,568 $133,248,000 22
   RIVERFRONT INVESTMENT GROUP, LLC 6 - 2023-12-31 2,265,881 $124,577,000 1,524
   MML INVESTORS SERVICES LLC 24 - 2023-12-31 2,219,551 $122,031,000 -7,788
   HIGHTOWER ADVISORS, LLC 117 - 2023-12-31 2,109,629 $115,940,000 550,536
   FINANCIAL NETWORK 20 - 2023-12-31 2,069,940 $113,805,000 96,447
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 27 - 2023-12-31 1,982,021 $108,972,000 32,965
   Global Assets Advisory LLC 2 - 2024-03-31 6,165,296 $107,653,000 6,061,819
   RAYMOND JAMES & ASSOCIATES 220 - 2023-12-31 1,933,259 $106,291,000 109,012
   STIFEL FINANCIAL CORP 176 - 2023-12-31 1,885,626 $103,672,000 24,938
   Requisite Capital Management LLC 1 - 2024-03-31 1,752,999 $101,429,000 -174,680
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 140 - 2023-12-31 1,799,605 $98,942,000 521,369
   Enstar Group LTD 1 - 2023-12-31 1,743,376 $95,851,000 0
   Cornerstone Advisory LLP 1 - 2023-12-31 1,616,557 $88,878,000 27,726
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 96 - 2023-12-31 1,599,941 $87,965,000 -332,817
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 96 - 2024-03-31 1,504,186 $87,032,000 82,660
   FRANKLIN RESOURCES INC 367 - 2023-12-31 1,575,934 $86,645,000 20,076
   Rockefeller Capital Management L.P. 86 - 2023-12-31 1,514,059 $83,243,000 248,155
   PFS INVESTMENTS INC. 12 - 2023-06-30 1,452,338 $80,358,000 19,380
   BANK OF NEW YORK MELLON CORP 788 - 2023-12-31 1,406,757 $77,343,000 -129,614
   CWM LLC 55 - 2024-03-31 1,205,341 $69,741,000 638,478
   Financial Advisory Service Inc. - 2023-12-31 1,210,402 $66,548,000 20,075
   LPL FINANCIAL CORP 413 - 2023-12-31 1,194,889 $65,695,000 223,982
   Hartland & Co. LLC 3 - 2023-12-31 1,149,642 $63,217,000 41,064
   AE Wealth Management LLC 62 - 2023-12-31 1,090,282 $60,990,000 88,656
   EXCHANGE TRADED CONCEPTS LLC 6 *New 2024-03-31 966,844 $55,942,000 966,844
   HUNTINGTON ASSET ADVISORS INC. 7 - 2023-12-31 980,560 $53,911,000 -59,710
   BB&T CORP 218 - 2023-12-31 972,009 $53,441,000 -67,925
   Confluence Wealth Services Inc. - 2023-12-31 958,800 $52,715,000 558,295
   Moss Adams Wealth Advisors LLC 4 - 2023-12-31 950,282 $52,548,000 14,505
   MULTIFINANCIAL SECURITIES CORP 20 - 2023-12-31 920,046 $50,584,000 -2,444
   Lebenthal Global Advisors LLC 1 - 2023-12-31 916,395 $50,383,000 27,665
   HANSON MCCLAIN, INC. - 2023-12-31 900,559 $49,513,000 171,542
   Capital Investment Advisors LLC 19 - 2024-03-31 782,741 $45,289,000 39,689
   Cetera Investment Advisers 43 - 2023-12-31 817,009 $44,919,000 191,660
   CAMBRIDGE TRUST CO 13 - 2023-12-31 797,301 $43,836,000 12,660
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 35 - 2023-12-31 787,214 $43,281,000 6,672
   Americana Partners LLC - 2023-12-31 741,063 $42,706,000 -21,394
   Brookstone Capital Management 26 - 2024-03-31 725,254 $41,963,000 30,783
   PNC FINANCIAL SERVICES GROUP INC 280 - 2023-12-31 756,007 $41,565,000 60,886
   Union Bankshares Corp 5 - 2024-03-31 692,760 $40,083,000 -37,317
   NOTTINGHAM ADVISORS INC 5 - 2023-12-31 817,807 $40,009,000 31,825
   CAPITAL ADVISORS INC/OK 37 - 2023-12-31 720,255 $39,600,000 2,109
   Atria Wealth Solutions Inc. 30 - 2023-12-31 696,430 $38,411,000 21,947
   Baird Financial Group Inc. 223 - 2023-12-31 696,887 $38,315,000 48,006
   H D Vest Advisory Services 31 - 2023-12-31 682,364 $37,516,000 119,300
   Kestra Advisory Services LLC 61 - 2023-12-31 671,802 $36,936,000 170,951
   Eaton Financial Holdings Company LLC 1 - 2024-03-31 636,829 $36,847,000 68,099
   Hennion & Walsh Asset Management Inc. 4 - 2024-03-31 614,703 $35,567,000 353,294
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 11 - 2023-12-31 627,027 $34,474,000 10,230
   Oakworth Capital Inc. 11 - 2023-12-31 625,019 $34,364,000 19,752
   Pacific Center for Financial Services 3 - 2023-12-31 622,149 $34,206,000 -1,857
   PINNACLE ASSOCIATES LTD 42 - 2023-12-31 586,946 $32,270,000 -14,011
   Magnus Financial Group LLC 4 - 2023-12-31 581,645 $31,979,000 10,133
   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
   Financial Partners Group Inc 3 - 2023-12-31 546,723 $30,059,000 6,455
   Steward Partners Investment Advisory LLC 52 - 2023-12-31 534,084 $29,364,000 65,706
   CFO4Life Group LLC - 2023-12-31 532,834 $29,295,000 9,859
   COMERICA BANK 138 - 2023-12-31 531,748 $29,235,000 -60,958
   Leverty Financial Group LLC 3 - 2023-12-31 511,063 $28,098,000 21,782
   Prime Capital Investment Advisors LLC - 2023-12-31 493,225 $27,117,000 -99,417
   Ergawealth Advisors Inc. 1 - 2023-12-31 491,771 $27,038,000 -109,640
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 9 - 2023-12-31 487,805 $26,820,000 37,308
   LLBH Private Wealth Management LLC 3 - 2023-12-31 473,773 $26,048,000 39,825
   THRIVENT FINANCIAL FOR LUTHERANS 375 - 2023-12-31 459,262 $25,250,000 -10,839
   Ten Capital Wealth Advisors LLC 4 - 2023-06-30 449,845 $24,889,000 -13,104
   Integrated Wealth Concepts LLC 47 - 2023-12-31 442,648 $24,337,000 -8,594
   Corrigan Financial Inc. - 2023-12-31 439,918 $24,187,000 2,404
   JNB Advisors LLC 11 - 2023-12-31 437,959 $24,079,000 -82,714
   HBW Advisory Services LLC 3 - 2024-03-31 436,522 $24,000,000 0
   STEPHENS INC /AR/ 58 - 2023-12-31 435,721 $23,956,000 75,521
   Aptus Capital Advisors LLC 28 - 2023-12-31 429,638 $23,621,000 -210,521
   SANDY SPRING BANK - 2023-12-31 422,357 $23,221,000 99,695
   SAGE ADVISORY SERVICES, LTD.CO. 3 - 2023-12-31 419,760 $23,078,000 -188,995
   Tradition Wealth Management LLC 9 - 2023-12-31 419,642 $23,072,000 32,956
   NATIONAL ASSET MANAGEMENT, INC. 24 - 2023-12-31 407,515 $22,580,000 -47,114
   Financial Services Advisory Inc 4 - 2023-12-31 404,333 $22,230,000 -4,470
   SYNOVUS FINANCIAL CORP 42 - 2023-12-31 403,209 $22,171,000 58,947
   CAPTRUST FINANCIAL ADVISORS 223 - 2023-12-31 398,870 $21,930,000 45,998
   GUARDIAN WEALTH ADVISORS LLC / NC 5 - 2023-12-31 393,786 $21,651,000 9,480
   Wagner Wealth Management LLC 2 - 2023-12-31 392,247 $21,566,000 -34,113
   GUARANTY TRUST CO OF MISSOURI /MO/ - 2023-12-31 387,127 $21,295,000 -144,527
   PROSPERA FINANCIAL SERVICES 23 - 2023-12-31 382,033 $21,004,000 -77,345
   Bouchey Financial Group Ltd 12 - 2023-12-31 378,410 $20,831,000 -78,558
   Fragasso Group Inc. 11 - 2024-03-31 358,415 $20,738,000 8,803
   PATTEN & PATTEN INC/TN - 2023-12-31 374,594 $20,595,000 12,171
   Delta Investment Management LLC 3 - 2023-12-31 371,630 $20,432,000 293,380
   J.W. COLE ADVISORS INC. 8 - 2023-12-31 370,740 $20,383,000 29,182
   Integrated Advisors Network LLC 12 - 2023-12-31 362,331 $19,921,000 -16,984
   Cooper Financial Group 7 - 2024-03-31 340,468 $19,699,000 25,990
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us