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My Recent Searches
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Jpmorgan Equity Premium Income Etf (JEPI) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
919  28 |
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Total
shares held :
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240,856,608 |
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% of shares
held :
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26.76% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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218 |
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Amount
of shares held :
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3,138,179 |
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% of shares
held change :
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0.35% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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| All
Securities Held : |
Positions
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Shares
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%
Of
Total Shares
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New
Positions : |
81
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1,207,481
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0.5%
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Increased
Positions : |
459
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13,319,249
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5.53%
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Unchanged
Positions : |
110
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4,784,247
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1.99%
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Decreased
Positions : |
269
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-10,126,951
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-4.2%
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Closed
Positions : |
53
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-1,261,600
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-0.52%
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Guru
Positions : |
2
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66,953
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0.03%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Evernest Financial Advisors LLC |
126 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,080 |
|
| RIA Advisory Group LLC |
143 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,806 |
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| BerganKDV Wealth Management LLC |
810 |
*Closed |
2023-06-30 |
0 |
$0 |
-186 |
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| SJS Investment Consulting Inc. |
1332 |
*Closed |
2024-03-31 |
0 |
$0 |
-9 |
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| Legacy Capital Wealth Partners LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-38,772 |
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| S.E.E.D. Planning Group LLC |
79 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,800 |
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| Slagle Financial LLC |
116 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,192 |
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| Empirical Asset Management LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-5,363 |
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| Breakwater Capital Group |
263 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,679 |
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| Hamilton Wealth LLC |
100 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,189 |
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| ORG Partners LLC |
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*Closed |
2024-03-31 |
0 |
$0 |
-18,067 |
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| Garde Capital Inc. |
268 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,500 |
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| Meridian Financial Partners LLC |
46 |
*Closed |
2024-03-31 |
0 |
$0 |
-75,046 |
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| Richardson Capital Management LLC |
154 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,000 |
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| Granite Harbor Advisors Inc. |
76 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,712 |
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| GTS SECURITIES LLC |
1546 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,342 |
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| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
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*Closed |
2024-03-31 |
0 |
$0 |
-17,804 |
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| Lehman & Derafelo Financial Resources LLC |
172 |
*Closed |
2022-12-31 |
0 |
$0 |
-1,747 |
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| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
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*Closed |
2024-03-31 |
0 |
$0 |
-4,287 |
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| VALLEY FINANCIAL MANAGEMENT INC. |
46 |
*Closed |
2023-06-30 |
0 |
$0 |
-1,135 |
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| Western Wealth Management LLC |
695 |
*Closed |
2024-03-31 |
0 |
$0 |
-85,369 |
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| MATRIX PRIVATE CAPITAL GROUP LLC |
158 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,094 |
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| Family Investment Center Inc. |
80 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,677 |
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| Trexquant Investment LP |
1730 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,832 |
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| WEALTHSOURCE PARTNERS LLC |
515 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,258 |
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| Aspire Private Capital LLC |
740 |
*Closed |
2024-03-31 |
0 |
$0 |
-77 |
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| PARKSIDE FINANCIAL BANK & TRUST |
2039 |
*Closed |
2024-03-31 |
0 |
$0 |
-173 |
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| Riggs Asset Managment Co. Inc. |
653 |
*Closed |
2024-03-31 |
0 |
$0 |
-12 |
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| HighMark Wealth Management LLC |
580 |
*Closed |
2024-03-31 |
0 |
$0 |
-403 |
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| Stonebridge Capital Advisors LLC |
854 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,300 |
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| Meridian Wealth Management LLC |
493 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,314 |
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| ACCUVEST GLOBAL ADVISORS |
118 |
*Closed |
2023-12-31 |
0 |
$0 |
-71,337 |
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| KRAFT ASSET MANAGEMENT LLC |
40 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,346 |
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| MBE Wealth Management LLC |
96 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,686 |
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| COMMERCE BANK N A/MO |
1212 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,009 |
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| DiNuzzo Private Wealth Inc. |
1357 |
*Closed |
2024-03-31 |
0 |
$0 |
-861 |
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| ODell Group LLC |
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*Closed |
2024-03-31 |
0 |
$0 |
-492 |
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| CITADEL ADVISORS LLC |
6376 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,103 |
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| BARTLETT & CO. WEALTH MANAGEMENT LLC |
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*Closed |
2024-03-31 |
0 |
$0 |
-240 |
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| SAPIENT CAPITAL LLC |
500 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,175 |
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| One + One Wealth Management LLC |
103 |
*Closed |
2024-03-31 |
0 |
$0 |
-52,520 |
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| Apeiron RIA LLC |
215 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,447 |
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| Centerpoint Advisors LLC |
465 |
*Closed |
2024-03-31 |
0 |
$0 |
-850 |
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| EMFO LLC |
295 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,500 |
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| WILLNER & HELLER LLC |
144 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,106 |
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| FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
352 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,811 |
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| MN Wealth Advisors LLC |
90 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,010 |
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| Hudson Capital Management LLC |
68 |
*Closed |
2024-03-31 |
0 |
$0 |
-214,012 |
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48 Records found
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