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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
66,953
 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
   EXCHANGE TRADED CONCEPTS LLC 6 *New 2024-03-31 966,844 $55,942,000 966,844
   Marks Wealth LLC 2 *New 2024-03-31 724,421 $41,915,000 724,421
   HARTLINE INVESTMENT CORP/ 9 *New 2024-03-31 212,033 $12,268,000 212,033
   Luken Investment Analytics LLC 9 *New 2024-03-31 144,325 $8,351,000 144,325
   HELLMAN JORDAN MANAGEMENT CO INC /MA/ 1 *New 2022-12-31 98,945 $5,392,000 98,945
   Simplicity WealthLLC 201 *New 2024-03-31 74,601 $4,316,000 74,601
   Fermata Advisors LLC 35 *New 2024-03-31 61,588 $3,563,000 61,588
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 44 *New 2024-03-31 59,891 $3,465,000 59,891
   Pensionmark Financial Group LLC 51 *New 2023-12-31 59,955 $3,322,000 59,955
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 64 *New 2023-12-31 54,933 $3,020,000 54,933
   BALYASNY ASSET MANAGEMENT LLC 920 *New 2023-12-31 51,338 $2,823,000 51,338
   Marshall Financial Group LLC 25 *New 2024-03-31 47,748 $2,763,000 47,748
   GOFEN & GLOSSBERG LLC /IL/ 171 *New 2022-12-31 47,029 $2,563,000 47,029
   SIGNATURE SECURITIES GROUP CORPORATION 37 *New 2024-03-31 41,854 $2,422,000 41,854
   Whitford Management LLC 18 *New 2023-12-31 41,624 $2,288,000 41,624
   Nordwand Advisors LLC 23 *New 2023-12-31 36,270 $1,994,000 36,270
   Oakmont Partners LLC 267 *New 2024-03-31 32,961 $1,907,000 32,961
   3EDGE Asset Management LP 25 *New 2023-12-31 30,780 $1,692,000 30,780
   X-Square Capital LLC 39 *New 2023-12-31 27,519 $1,513,000 27,519
   CABANA LLC 9 *New 2024-03-31 25,052 $1,450,000 25,052
   Midwest Professional Planners LTD. 61 *New 2023-12-31 19,997 $1,099,000 19,997
   GOLDMAN SACHS GROUP INC/ 3524 *New 2023-12-31 18,063 $993,000 18,063
   Patten Group Inc. 124 *New 2024-03-31 15,779 $913,000 15,779
   Venture Visionary Partners LLC 258 *New 2023-12-31 16,404 $902,000 16,404
   KFG WEALTH MANAGEMENT LLC 54 *New 2024-03-31 15,477 $896,000 15,477
   New Century Financial Group LLC 52 *New 2024-03-31 15,357 $889,000 15,357
   Financial Advocates Investment Management 330 *New 2024-03-31 12,522 $878,000 12,522
   BLB&B ADVISORS LLC 137 *New 2024-03-31 14,438 $835,000 14,438
   Lakeview Capital Partners LLC 154 *New 2023-12-31 14,750 $811,000 14,750
   Scissortail Wealth Management LLC 73 *New 2023-12-31 13,968 $784,000 13,968
   MARINO STRAM & ASSOCIATES LLC 90 *New 2024-03-31 12,670 $733,000 12,670
   Saxony Capital Management LLC 35 *New 2024-03-31 10,375 $600,000 10,375
   INTL FCSTONE INC. 204 *New 2024-03-31 10,061 $582,000 10,061
   Ascension Capital Advisors Inc. 22 *New 2024-03-31 9,716 $562,000 9,716
   Andina Capital Management LLC 41 *New 2024-03-31 9,585 $555,000 9,585
   Montis Financial LLC 44 *New 2024-03-31 9,036 $523,000 9,036
   Legacy Financial Strategies LLC 59 *New 2024-03-31 8,693 $503,000 8,693
   Howard Wealth Management LLC 54 *New 2023-12-31 9,044 $497,000 9,044
   Canvas Wealth Advisors LLC 76 *New 2024-03-31 8,871 $493,000 8,871
   COLONY GROUP, LLC 582 *New 2023-12-31 8,925 $491,000 8,925
   OneAscent Financial Services LLC 206 *New 2024-03-31 8,172 $473,000 8,172
   Armstrong Fleming & Moore Inc 60 *New 2024-03-31 7,885 $456,000 7,885
   PLANNING DIRECTIONS INC 40 *New 2023-12-31 8,254 $454,000 8,254
   Lakeridge Wealth Management LLC 80 *New 2024-03-31 6,518 $377,000 6,518
   Delta Financial Group Inc. 153 *New 2024-03-31 6,272 $363,000 6,272
   WEATHERLY ASSET MANAGEMENT LP 142 *New 2024-03-31 6,205 $359,000 6,205
   3Chopt Investment Partners LLC 131 *New 2023-12-31 6,340 $351,000 6,340
   D E SHAW & CO INC 2364 *New 2023-12-31 6,223 $342,000 6,223
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 832 *New 2023-12-31 5,968 $328,000 5,968
   Capital CS Group LLC 51 *New 2024-03-31 5,220 $302,000 5,220
   Archford Capital Strategies LLC 215 *New 2024-03-31 5,141 $297,000 5,141
   Empirical Asset Management LLC 138 *New 2023-12-31 5,363 $295,000 5,363
   TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS T 108 *New 2024-03-31 5,025 $291,000 5,025
   Strategic Family Wealth Counselors L.L.C. 88 *New 2023-12-31 5,235 $288,000 5,235
   Vise Technologies Inc. 281 *New 2023-12-31 5,219 $287,000 5,219
   Sterling Investment Counsel LLC 125 *New 2024-03-31 4,913 $284,000 4,913
   Future Financial Wealth Managment LLC 85 *New 2024-03-31 4,803 $278,000 4,803
   Grandview Asset Management LLC 98 *New 2024-03-31 4,682 $271,000 4,682
   WESBANCO BANK INC 520 *New 2024-03-31 4,325 $250,000 4,325
   DeDora Capital Inc. 101 *New 2024-03-31 4,297 $249,000 4,297
   BAXTER BROS INC 143 *New 2024-03-31 4,142 $240,000 4,142
   WALLER FINANCIAL PLANNING GROUP INC 56 *New 2024-03-31 4,148 $240,000 4,148
   ELEQUIN CAPITAL LP 95 *New 2023-12-31 4,309 $237,000 4,309
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 236 *New 2023-12-31 4,287 $236,000 4,287
   Michael S. Ryan Inc. 41 *New 2024-03-31 4,000 $231,000 4,000
   SENTINEL PENSION ADVISORS INC 88 *New 2023-12-31 4,107 $226,000 4,107
   BURNS WEALTH MANAGEMENT, INC. 455 *New 2023-12-31 3,907 $215,000 3,907
   PATRICK M SWEENEY & ASSOCIATES INC 133 *New 2024-03-31 3,716 $215,000 3,716
   BEACON FINANCIAL PLANNING INC 36 *New 2024-03-31 3,644 $211,000 3,644
   Flow State Investments L.P. 80 *New 2023-12-31 3,786 $208,000 3,786
   WILLS FINANCIAL GROUP, INC. 58 *New 2023-12-31 3,757 $207,000 3,757
   Clayton Financial Group LLC 99 *New 2024-03-31 3,542 $205,000 3,542
   Disciplined Investments LLC 116 *New 2024-03-31 3,500 $203,000 3,500
   Fiduciary Alliance LLC 186 *New 2024-03-31 3,529 $202,000 3,529
   TRUST CO OF VERMONT 315 *New 2024-03-31 3,288 $190,000 3,288
   HBC Financial Services PLLC 32 *New 2023-12-31 3,370 $185,000 3,370
   Pinnacle Bank 224 *New 2024-03-31 2,800 $162,000 2,800
   ALASKA PERMANENT CAPITAL MANAGEMENT 38 *New 2024-03-31 2,690 $156,000 2,690
   Tyler-Stone Wealth Management 217 *New 2023-12-31 2,465 $136,000 2,465
   WOODMONT INVESTMENT COUNSEL LLC 267 *New 2024-03-31 2,254 $130,000 2,254
   Ahrens Investment Partners LLC 211 *New 2023-03-31 1,980 $108,000 1,980
   QUADRANT CAPITAL GROUP LLC 1107 *New 2023-12-31 1,500 $82,000 1,500
   Winch Advisory Services LLC 123 *New 2023-12-31 1,226 $67,000 1,226
   TD CAPITAL MANAGEMENT LLC 162 *New 2023-12-31 1,155 $64,000 1,155
   Close Asset Management Ltd 144 *New 2023-12-31 1,145 $63,000 1,145
   Cutler Group LP 336 *New 2024-03-31 1,100 $63,000 1,100
   YHB INVESTMENT ADVISORS, INC. 454 *New 2024-03-31 825 $48,000 825
   BURKETT FINANCIAL SERVICES LLC 96 *New 2024-03-31 610 $35,000 610
   ODell Group LLC 264 *New 2023-12-31 492 $27,000 492
   ANGELES WEALTH MANAGEMENT LLC 241 *New 2023-12-31 400 $22,000 400
   HHM Wealth Advisors LLC 462 *New 2023-12-31 250 $14,000 250
   BARTLETT & CO. LLC 935 *New 2023-12-31 240 $13,000 240
   BARTLETT & CO. WEALTH MANAGEMENT LLC 943 *New 2023-12-31 240 $13,000 240
   Semmax Financial Advisors Inc. 204 *New 2023-12-31 214 $12,000 214
   GODSEY & GIBB ASSOCIATES 282 *New 2024-03-31 155 $9,000 155
   Planning Capital Management Corp 467 *New 2024-03-31 101 $6,000 101
   Missouri Trust & Investment Co 333 *New 2023-12-31 86 $5,000 86
   Aspire Wealth Management Corp 173 *New 2024-03-31 30 $2,000 30
   SOA Wealth Advisors LLC. 691 *New 2024-03-31 42 $2,000 42
   Kozak & Associates Inc. 316 *New 2023-12-31 42 $2,000 42
  100 Records found
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