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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
   MORGAN STANLEY 120 - 2023-12-31 33,764,092 $1,856,350,000 1,068,144
   ENVESTNET ASSET MANAGEMENT INC 138 - 2023-12-31 5,836,775 $320,906,000 315,588
   Atlantic Trust Group LLC 76 - 2023-12-31 3,172,309 $174,414,000 187,656
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 26 - 2024-03-31 2,145,038 $124,112,000 163,017
   HIGHTOWER ADVISORS, LLC 117 - 2023-12-31 2,109,629 $115,940,000 550,536
   RAYMOND JAMES & ASSOCIATES 226 - 2024-03-31 1,982,483 $114,706,000 49,224
   FINANCIAL NETWORK 20 - 2023-12-31 2,069,940 $113,805,000 96,447
   Global Assets Advisory LLC 2 - 2024-03-31 6,165,296 $107,653,000 6,061,819
   STIFEL FINANCIAL CORP 176 - 2023-12-31 1,885,626 $103,672,000 24,938
   Cornerstone Advisory LLP 1 - 2023-12-31 1,616,557 $88,878,000 27,726
   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
   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
   Confluence Wealth Services Inc. 4 - 2024-03-31 1,171,146 $67,763,000 212,346
   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
   HANSON MCCLAIN, INC. 28 - 2024-03-31 1,038,059 $60,062,000 137,500
   Moss Adams Wealth Advisors LLC 4 - 2023-12-31 950,282 $52,548,000 14,505
   Lebenthal Global Advisors LLC 1 - 2023-12-31 916,395 $50,383,000 27,665
   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
   CAPITAL ADVISORS INC/OK 42 - 2024-03-31 750,005 $43,395,000 29,750
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 35 - 2023-12-31 787,214 $43,281,000 6,672
   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
   NOTTINGHAM ADVISORS INC 5 - 2023-12-31 817,807 $40,009,000 31,825
   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
   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
   Magnus Financial Group LLC 4 - 2024-03-31 596,324 $34,503,000 14,679
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 11 - 2023-12-31 627,027 $34,474,000 10,230
   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
   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
   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
   LLBH Private Wealth Management LLC 3 - 2023-12-31 473,773 $26,048,000 39,825
   Corrigan Financial Inc. 5 - 2024-03-31 446,508 $25,835,000 6,590
   Prosperity Consulting Group LLC 3 - 2024-03-31 428,819 $24,811,000 153,181
   STEPHENS INC /AR/ 58 - 2023-12-31 435,721 $23,956,000 75,521
   SANDY SPRING BANK - 2023-12-31 422,357 $23,221,000 99,695
   Tradition Wealth Management LLC 9 - 2023-12-31 419,642 $23,072,000 32,956
   J.W. COLE ADVISORS INC. 11 - 2024-03-31 396,974 $22,969,000 26,234
   Bouchey Financial Group Ltd 13 - 2024-03-31 395,086 $22,860,000 16,676
   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
   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
   Cooper Financial Group 7 - 2024-03-31 340,468 $19,699,000 25,990
   FINANCIAL ARCHITECTS INC 5 - 2023-06-30 354,120 $19,593,000 22,556
   HTLF Bank 10 - 2024-03-31 338,261 $19,572,000 3,937
   TORONTO DOMINION BANK 334 - 2023-12-31 350,000 $19,243,000 50,000
   Pinnacle Wealth Management Advisory Group LLC 13 - 2024-03-31 325,494 $18,833,000 22,584
   TCG Advisory Services LLC 13 - 2023-12-31 342,070 $18,807,000 29,392
   CHILDRESS CAPITAL ADVISORS LLC 3 - 2024-03-31 323,857 $18,738,000 21,444
   Goldstein Advisors LLC 9 - 2023-12-31 323,700 $17,797,000 6,222
   Spire Wealth Management 72 - 2024-03-31 305,544 $17,679,000 23,248
   Advisor OS LLC 8 - 2023-12-31 314,338 $17,282,000 20,319
   Steele Capital Management Inc. 25 - 2024-03-31 295,780 $17,114,000 22,243
   THOROUGHBRED FINANCIAL SERVICES LLC 9 - 2023-12-31 308,206 $16,945,000 132,254
   KESTRA PRIVATE WEALTH SERVICES LLC 58 - 2024-03-31 289,633 $16,758,000 22,461
   Teamwork Financial Advisors LLC 8 - 2024-03-31 289,365 $16,743,000 36,646
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 30 - 2024-03-31 285,572 $16,523,000 81,200
   Beacon Pointe Advisors LLC 125 - 2023-12-31 287,862 $15,827,000 47,658
   RENAISSANCE TECHNOLOGIES LLC 727 - 2023-12-31 283,800 $15,603,000 283,800
   MADDEN SECURITIES Corp 1 - 2024-03-31 269,489 $15,593,000 6,452
   Sigma Planning Corp 29 - 2024-03-31 268,252 $15,521,000 160,845
   Parcion Private Wealth LLC 15 - 2024-03-31 268,030 $15,508,000 32,418
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 6 - 2024-03-31 267,529 $15,479,000 36,938
   DUBUQUE BANK & TRUST CO 11 - 2023-09-30 287,299 $15,388,000 8,085
   MECHANICS BANK TRUST DEPARTMENT 6 - 2024-03-31 262,981 $15,216,000 25,397
   Beacon Financial Advisory LLC 1 - 2024-03-31 261,027 $15,103,000 48,054
   Laurel Wealth Advisors Inc. 5 - 2022-12-31 262,834 $14,322,000 18,637
   Iron Horse Wealth Management LLC 9 - 2024-03-31 245,923 $14,229,000 18,436
   Derbend Asset Management 2 - 2024-03-31 244,754 $14,161,000 34,243
   Trinity Legacy Partners LLC 3 - 2024-03-31 237,884 $13,764,000 52,774
   U.S. Capital Wealth Advisors LLC 36 - 2023-12-31 249,445 $13,714,000 1,220
   APPLETON PARTNERS INC/MA 23 - 2024-03-31 230,501 $13,337,000 16,649
   We Are One Seven LLC 16 - 2023-12-31 241,892 $13,299,000 84,394
   JAFFETILCHIN INVESTMENT PARTNERS LLC 19 - 2023-12-31 227,831 $12,526,000 26,580
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 8 - 2024-03-31 218,302 $12,502,000 3,950
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 571 - 2023-12-31 225,141 $12,378,000 80,784
  100 Records found
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