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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
   BANK OF AMERICA CORP /DE/ 131 - 2023-12-31 25,832,025 $1,420,245,000 -856,171
   ROYAL BANK OF CANADA 196 - 2023-12-31 6,860,310 $377,179,000 -77,273
   Advisor Group Holdings Inc. 14 - 2024-03-31 6,303,087 $364,693,000 -181,108
   UBS Group AG 164 - 2023-12-31 5,743,227 $315,763,000 -52,330
   MML INVESTORS SERVICES LLC 24 - 2023-12-31 2,219,551 $122,031,000 -7,788
   Requisite Capital Management LLC 1 - 2024-03-31 1,752,999 $101,429,000 -174,680
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 96 - 2023-12-31 1,599,941 $87,965,000 -332,817
   BANK OF NEW YORK MELLON CORP 907 - 2024-03-31 1,090,430 $63,092,000 -316,327
   BB&T CORP 218 - 2023-12-31 972,009 $53,441,000 -67,925
   MULTIFINANCIAL SECURITIES CORP 20 - 2023-12-31 920,046 $50,584,000 -2,444
   HUNTINGTON ASSET ADVISORS INC. 9 - 2024-03-31 823,543 $47,650,000 -157,017
   Union Bankshares Corp 5 - 2024-03-31 692,760 $40,083,000 -37,317
   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
   Financial Partners Group Inc 3 - 2024-03-31 516,635 $29,892,000 -30,088
   COMERICA BANK 138 - 2023-12-31 531,748 $29,235,000 -60,958
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 63 - 2024-03-31 492,066 $28,471,000 -295,148
   Leverty Financial Group LLC 3 - 2024-03-31 474,801 $27,471,000 -36,262
   Prime Capital Investment Advisors LLC - 2023-12-31 493,225 $27,117,000 -99,417
   49 WEALTH MANAGEMENT LLC 4 - 2024-03-31 471,577 $27,007,000 -3,156
   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
   Ergawealth Advisors Inc. 1 - 2024-03-31 428,207 $24,776,000 -63,564
   Integrated Wealth Concepts LLC 47 - 2023-12-31 442,648 $24,337,000 -8,594
   Aptus Capital Advisors LLC 28 - 2023-12-31 429,638 $23,621,000 -210,521
   NATIONAL ASSET MANAGEMENT, INC. 24 - 2023-12-31 407,515 $22,580,000 -47,114
   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
   ELEMENT POINTE ADVISORS LLC 4 - 2023-12-31 349,286 $19,204,000 -5,272
   Wagner Wealth Management LLC 4 - 2024-03-31 321,538 $18,604,000 -70,709
   GRADIENT INVESTMENTS LLC 75 - 2024-03-31 296,993 $17,184,000 -13,748
   Fundamentun LLC 18 - 2024-03-31 288,420 $16,688,000 -5,320
   MARINER WEALTH ADVISORS, LLC 340 - 2023-12-31 301,429 $16,573,000 -14,716
   Wealthcare Advisory Partners LLC 45 - 2024-03-31 257,106 $14,876,000 -12,088
   Connectus Wealth LLC 81 - 2023-12-31 244,081 $13,524,000 -20,228
   Rezny Wealth Management Inc. 7 - 2024-03-31 233,168 $13,491,000 -3,764
   INVESTMENT ADVISORY SERVICES INC /TX /ADV 4 - 2024-03-31 227,971 $13,190,000 -768
   Cresset Asset Management LLC 175 - 2023-12-31 229,695 $12,727,000 -7,856
   Financial Services Advisory Inc 13 - 2024-03-31 209,914 $12,146,000 -194,419
   ADVISORY SERVICES NETWORK, LLC 77 - 2024-03-31 207,783 $12,022,000 -17,010
   FINANCIAL COUNSELORS INC 125 - 2024-03-31 206,646 $11,957,000 -19,914
   Dynamic Advisors Solutions LLC 57 - 2024-03-31 206,147 $11,928,000 -9,624
   Orion Portfolio Solutions LLC 164 - 2024-03-31 201,272 $11,646,000 -10,849
   AIFG Consultants Ltd. 4 - 2024-03-31 199,176 $11,524,000 -2,284
   American Planning Services Inc. 7 - 2024-03-31 196,709 $11,382,000 -6,484
   Cassia Capital Partners LLC 3 - 2024-03-31 190,091 $10,999,000 -9,321
   HILLTOP WEALTH ADVISORS LLC 7 - 2024-03-31 188,125 $10,885,000 -184,024
   Bouvel Investment Partners LLC 1 - 2024-03-31 177,269 $10,257,000 -6,633
   GUARANTY TRUST CO OF MISSOURI /MO/ 73 - 2024-03-31 176,289 $10,200,000 -210,838
   IFP Advisors Inc 41 - 2023-12-31 185,097 $10,177,000 -1,052
   COUNTRY CLUB BANK /GFN 40 - 2024-03-31 175,251 $10,140,000 -3,261
   Advisory Resource Group 7 - 2023-12-31 183,948 $10,113,000 -580
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 615 - 2024-03-31 172,406 $9,975,000 -52,735
   Kingsview Wealth Management LLC 76 - 2024-03-31 170,333 $9,855,000 -1,953
   Caerus Investment Advisors LLC 4 - 2024-03-31 168,078 $9,725,000 -5,507
   Allen Capital Group LLC 15 - 2024-03-31 160,140 $9,266,000 -1,272
   Sowell Financial Services LLC 50 - 2024-03-31 157,463 $9,111,000 -27,117
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 2 - 2024-03-31 152,229 $8,808,000 -3,798
   Koshinski Asset Management Inc. 20 - 2024-03-31 149,007 $8,622,000 -60,662
   First National Advisers LLC 7 - 2023-12-31 152,329 $8,375,000 -4,135
   Capital Analysts Inc. 57 - 2023-12-31 148,195 $8,148,000 -19,461
   Procyon Private Wealth Partners LLC 39 - 2024-03-31 137,558 $7,959,000 -9,018
   Private Advisor Group LLC 323 - 2024-03-31 137,531 $7,958,000 -9,057
   Eagle Bluffs Wealth Management LLC 4 - 2024-03-31 135,129 $7,819,000 -400
   Envestnet Portfolio Solutions Inc. 302 - 2024-03-31 121,911 $7,054,000 -21,688
   Walkner Condon Financial Advisors LLC 14 - 2024-03-31 118,567 $6,860,000 -12,256
   Stratos Wealth Advisors LLC 68 - 2024-03-31 109,813 $6,354,000 -19,503
   Financial Futures Ltd Liability Co. 8 - 2024-03-31 108,740 $6,292,000 -6,007
   UNIQUE WEALTH LLC 12 - 2024-03-31 106,035 $6,135,000 -95,278
   Capital Advisors Wealth Management LLC 23 - 2024-03-31 105,680 $6,115,000 -29,292
   AYRSHIRE ASSOCIATES INC 16 - 2023-12-31 109,754 $6,068,000 -2,414
   Jupiter Wealth Management LLC 6 - 2024-03-31 104,513 $5,932,000 -1,864
   Advisor OS LLC 25 - 2024-03-31 102,229 $5,915,000 -212,109
   MJP ASSOCIATES INC /ADV 16 - 2024-03-31 102,228 $5,915,000 -194,071
   PERSONAL CFO SOLUTIONS LLC 17 - 2023-12-31 100,894 $5,547,000 -2,435
   EverSource Wealth Advisors LLC 54 - 2023-12-31 90,197 $4,959,000 -6,827
   BECK CAPITAL MANAGEMENT LLC 17 - 2023-12-31 89,955 $4,946,000 -7,146
   Traynor Capital Management Inc. 41 - 2024-03-31 84,969 $4,916,000 -8,340
   CLS INVESTMENT FIRM LLC 219 - 2022-12-31 85,521 $4,660,000 -1,292
   Strategic Blueprint LLC 75 - 2024-03-31 79,215 $4,583,000 -519
   J2 Capital Management Inc 4 - 2023-09-30 85,150 $4,561,000 -2,272
   Visionary Wealth Advisors 83 - 2023-12-31 81,790 $4,497,000 -21,606
   TBH Global Asset Management LLC 26 - 2024-03-31 76,890 $4,449,000 -18,792
   Garden State Investment Advisory Services LLC 14 - 2023-12-31 80,811 $4,449,000 -1,146
   Heritage Trust Co 47 - 2024-03-31 76,802 $4,444,000 -1,594
   ATRIA INVESTMENTS LLC 331 - 2023-12-31 80,124 $4,405,000 -44,042
   Madrona Financial Services LLC 18 - 2024-03-31 75,788 $4,385,000 -4,844
   EisnerAmper Wealth Management Corporate Benefits L 17 - 2023-12-31 79,233 $4,356,000 -93,711
   LaSalle St. Investment Advisors LLC 8 - 2023-09-30 79,412 $4,253,000 -22,450
   KINGSWOOD WEALTH ADVISORS LLC 32 - 2024-03-31 73,183 $4,234,000 -9,461
   MCCORMACK ADVISORS INTERNATIONAL 260 - 2024-03-31 70,937 $4,104,000 -13,894
   Bleakley Financial Group LLC 172 - 2024-03-31 69,601 $4,027,000 -6,733
   Princeton Global Asset Management LLC 30 - 2024-03-31 69,325 $4,011,000 -330
   Ignite Planners LLC 20 - 2024-03-31 69,301 $3,969,000 -1,514
   CREATIVE PLANNING 633 - 2023-12-31 72,154 $3,967,000 -25,590
   Prosperity Financial Group Inc. 8 - 2023-12-31 70,912 $3,899,000 -2,224
   Joseph P. Lucia & Associates LLC 14 - 2024-03-31 65,763 $3,805,000 -2,404
   CAP Partners LLC 5 - 2024-03-31 65,626 $3,797,000 -2,645
   DOrazio & Associates Inc. 23 - 2024-03-31 65,358 $3,782,000 -9,608
  100 Records found
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