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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Enstar Group LTD 1 - 2023-12-31 1,743,376 $95,851,000 0
   HBW Advisory Services LLC 3 - 2024-03-31 436,522 $24,000,000 0
   Wright Fund Managment LLC 25 - 2024-03-31 356,519 $20,628,000 0
   StrongBox Wealth LLC 2 - 2024-03-31 146,371 $8,047,000 0
   Evergreen Wealth Management LLC 6 - 2024-03-31 106,142 $6,141,000 0
   Reitz Capital Advisors LLC 5 - 2024-03-31 86,027 $4,295,000 0
   PRUDENTIAL CORP PLC 298 - 2023-12-31 67,500 $3,711,000 0
   HOURGLASS CAPITAL, LLC 49 - 2024-03-31 42,150 $2,439,000 0
   GOTHAM ASSET MANAGEMENT, LLC 587 - 2023-12-31 37,949 $2,086,000 0
   MCDONALD PARTNERS LLC 59 - 2024-03-31 30,850 $1,785,000 0
   CITIZENS FINANCIAL GROUP INC/RI - 2024-03-31 31,903 $1,754,000 0
   ELCO Management Co. LLC 24 - 2023-12-31 29,000 $1,594,000 0
   Column Capital Advisors LLC 50 - 2023-09-30 26,000 $1,393,000 0
   Sunpointe LLC 14 - 2024-03-31 21,571 $1,248,000 0
   Autumn Glory Partners LLC 56 - 2024-03-31 20,256 $1,172,000 0
   ARMSTRONG ADVISORY GROUP INC 48 - 2024-03-31 20,623 $1,134,000 0
   ANNEX ADVISORY SERVICES, LLC 143 - 2024-03-31 13,669 $791,000 0
   CULLEN FROST BANKERS INC - 2024-03-31 12,440 $720,000 0
   Biechele Royce Advisors - 2024-03-31 10,310 $597,000 0
   Lion Street Advisors LLC 96 - 2024-03-31 10,415 $573,000 0
   Atlantic Trust LLC - 2024-03-31 9,042 $523,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 279 - 2023-12-31 9,334 $513,000 0
   WealthSpring Partners LLC 41 - 2023-09-30 9,344 $500,000 0
   Key Financial Inc 140 - 2024-03-31 7,970 $438,000 0
   CANNELL PETER B & CO INC 219 - 2023-12-31 7,500 $412,000 0
   TANGLEWOOD WEALTH MANAGEMENT, INC. - 2024-03-31 7,040 $407,000 0
   Colonial Trust Co / SC 179 - 2023-12-31 6,603 $363,000 0
   Atlantic Private Wealth LLC 21 - 2023-12-31 6,543 $360,000 0
   Columbia Asset Management - 2024-03-31 6,000 $330,000 0
   Defender Capital LLC. - 2024-03-31 5,625 $325,000 0
   ROOF EIDAM & MAYCOCK/ADV - 2024-03-31 5,500 $318,000 0
   YorkBridge Wealth Partners LLC 179 - 2022-12-31 5,800 $316,000 0
   CAPITAL CITY TRUST CO/FL - 2024-03-31 5,454 $316,000 0
   Leo Wealth LLC - 2024-03-31 5,314 $304,000 0
   CHELSEA COUNSEL CO 85 - 2023-12-31 4,980 $276,000 0
   Gratus Capital LLC 219 - 2023-12-31 5,000 $275,000 0
   Capital Planning LLC 70 - 2024-03-31 4,680 $271,000 0
   S.C. Financial Services Inc. 83 - 2022-12-31 4,903 $267,000 0
   Claybrook Capital LLC 120 - 2023-09-30 4,584 $246,000 0
   FORTEM FINANCIAL GROUP LLC 149 - 2024-03-31 4,082 $236,000 0
   Sachetta LLC 136 - 2024-03-31 4,012 $221,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 68 - 2024-03-31 3,780 $219,000 0
   WILLS FINANCIAL GROUP, INC. - 2024-03-31 3,757 $217,000 0
   FLOW TRADERS U.S. LLC 638 - 2023-12-31 3,803 $209,000 0
   APCM Wealth Management for Individuals 66 - 2024-03-31 3,375 $195,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 55 - 2023-09-30 2,410 $129,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 348 - 2024-03-31 1,700 $98,000 0
   TD CAPITAL MANAGEMENT LLC - 2024-03-31 1,155 $64,000 0
   UMB BANK N A/MO 796 - 2024-03-31 1,096 $63,000 0
   Atlantic Edge Private Wealth Management LLC - 2024-03-31 1,000 $58,000 0
   FIRST MANHATTAN CO 838 - 2023-12-31 1,050 $58,000 0
   Bogart Wealth LLC 355 - 2024-03-31 980 $57,000 0
   BDO Wealth Advisors LLC 417 - 2023-06-30 1,000 $55,000 0
   CALDWELL SUTTER CAPITAL INC. 352 - 2024-03-31 857 $50,000 0
   Roble Belko & Company Inc 177 - 2024-03-31 763 $44,000 0
   NBT BANK N A /NY 411 - 2024-03-31 692 $40,000 0
   ANGELES WEALTH MANAGEMENT LLC - 2024-03-31 400 $23,000 0
   Front Row Advisors LLC 256 - 2023-12-31 385 $21,000 0
   RESOURCES MANAGEMENT CORP /CT/ /ADV 332 - 2023-12-31 350 $19,000 0
   FIXED INCOME SECURITIES INC 1358 - 2023-12-31 350 $19,000 0
   DHJJ Financial Advisors Ltd. 381 - 2024-03-31 292 $17,000 0
   TCTC HOLDINGS, LLC - 2024-03-31 269 $16,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC - 2024-03-31 280 $16,000 0
   Running Point Capital Advisors LLC 132 - 2023-12-31 276 $15,000 0
   Signature Resources Capital Management LLC 214 - 2024-03-31 150 $8,000 0
   FIRST COMMUNITY TRUST NA 239 - 2024-03-31 146 $8,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 810 - 2022-12-31 100 $5,000 0
   Glass Jacobson Investment Advisors llc 641 - 2024-03-31 50 $3,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1686 - 2023-12-31 50 $3,000 0
   AMERICAN NATIONAL BANK 449 - 2024-03-31 50 $3,000 0
   ST GERMAIN D J CO INC 758 *New 2024-03-31 0 $0 0
   MILLER WEALTH ADVISORS LLC - 2024-03-31 3 $0 0
  72 Records found
  1    
  Page 1 of 1
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