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Get Institutions for : 
Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 393    68
Total shares held : 
 64,637,813  
% of shares held : 
 71.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   248  
Amount of shares held : 
 22,016,627  
% of shares held change : 
   24.46%  
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 :
86
 2,798,996
 4.33%
 
Increased Positions :
227
 20,659,589
 31.96%
 
Unchanged Positions :
33
 352,138
 0.54%
 
Decreased Positions :
47
-1,258,891
-1.95%
 
Closed Positions :
18
-183,067
-0.28%
 
Guru Positions :
2
36,348
 0.06%
 
            Charting Not Avaliable

  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
   J P MORGAN CHASE & CO 339 - 2024-03-31 10,013,034 $543,107,000 1,571,378
   LPL FINANCIAL CORP 112 - 2024-03-31 6,199,663 $336,270,000 1,138,413
   MORGAN STANLEY 570 - 2023-12-31 6,557,553 $327,419,000 4,503,705
   WELLS FARGO & CO/MN 274 - 2024-03-31 4,103,189 $222,557,000 1,333,023
   Advisor Group Holdings Inc. 60 - 2024-03-31 2,389,490 $129,587,000 493,420
   ENVESTNET ASSET MANAGEMENT INC 342 - 2023-12-31 2,543,839 $127,014,000 -451,636
   UBS Group AG 366 - 2023-12-31 2,399,478 $119,806,000 378,697
   Marks Wealth LLC 1 *New 2024-03-31 2,164,599 $117,408,000 2,164,599
   BANK OF AMERICA CORP /DE/ 780 - 2023-12-31 2,337,410 $116,707,000 2,277,380
   RIVERFRONT INVESTMENT GROUP, LLC 10 - 2024-03-31 2,137,181 $115,920,000 161,132
   ROYAL BANK OF CANADA 524 - 2023-12-31 1,695,456 $84,655,000 417,607
   COMMONWEALTH EQUITY SERVICES LLC. 144 - 2024-03-31 1,502,448 $81,493,000 64,975
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 215 - 2024-03-31 1,115,431 $60,501,000 338,749
   HILTON CAPITAL MANAGEMENT, LLC 3 - 2024-03-31 888,470 $48,191,000 6,420
   RAYMOND JAMES & ASSOCIATES 432 - 2024-03-31 858,421 $46,561,000 89,981
   JANNEY MONTGOMERY SCOTT LLC 152 - 2024-03-31 849,760 $46,091,000 81,192
   Private Advisor Group LLC 81 - 2024-03-31 722,067 $39,165,000 147,469
   Requisite Capital Management LLC 4 - 2024-03-31 655,953 $35,579,000 83,785
   Lebenthal Global Advisors LLC 4 - 2024-03-31 573,689 $31,117,000 -2,873
   MML INVESTORS SERVICES LLC 166 - 2023-12-31 619,547 $30,934,000 165,621
   HIGHTOWER ADVISORS, LLC 378 - 2024-03-31 535,738 $29,054,000 45,199
   BB&T CORP 338 - 2023-12-31 531,249 $26,525,000 66,016
   CAPITAL ADVISORS INC/OK 73 - 2024-03-31 472,502 $25,629,000 -1,072
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 76 - 2024-03-31 463,491 $25,140,000 -327,304
   Kestra Advisory Services LLC 101 - 2023-12-31 491,284 $24,530,000 127,118
   AE Wealth Management LLC 187 - 2023-12-31 465,603 $24,114,000 -35,662
   Delta Investment Management LLC 3 - 2024-03-31 396,219 $21,491,000 8,914
   Socha Financial Group LLC 4 - 2024-03-31 392,309 $21,279,000 5,829
   Global Assets Advisory LLC 24 *New 2024-03-31 1,112,091 $20,621,000 1,112,091
   Wright Fund Managment LLC 26 - 2024-03-31 376,307 $20,411,000 0
   Eldridge Investment Advisors Inc. 4 - 2024-03-31 330,675 $17,936,000 29,475
   Baird Financial Group Inc. 334 - 2023-12-31 358,547 $17,902,000 293,167
   STIFEL FINANCIAL CORP 563 - 2023-12-31 352,976 $17,624,000 111,585
   WESTWOOD HOLDINGS GROUP INC 165 - 2023-12-31 341,966 $17,074,000 40,579
   Prime Capital Investment Advisors LLC - 2023-12-31 339,923 $16,972,000 -184,821
   CWM LLC 225 - 2024-03-31 290,718 $15,769,000 75,957
   MADDEN SECURITIES Corp 2 - 2024-03-31 278,895 $15,127,000 8,742
   Apollon Wealth Management LLC 42 - 2024-03-31 277,190 $15,035,000 201,286
   JNB Advisors LLC 21 - 2024-03-31 272,395 $14,775,000 64,667
   CITIGROUP INC 738 - 2024-03-31 270,510 $14,672,000 270,510
   Teamwork Financial Advisors LLC 10 - 2024-03-31 265,877 $14,421,000 53,968
   LEE JOHNSON CAPITAL MANAGEMENT LLC 4 - 2024-03-31 264,667 $14,356,000 -529,896
   Equitable Holdings Inc. 105 - 2023-12-31 284,761 $14,218,000 147,664
   Marshall Financial Group LLC 3 - 2024-03-31 259,735 $14,088,000 141,638
   Steward Partners Investment Advisory LLC 116 - 2023-12-31 281,163 $14,038,000 67,322
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 349 - 2024-03-31 250,400 $13,582,000 53,419
   FINANCIAL NETWORK 281 - 2023-12-31 264,533 $13,208,000 259,538
   Atria Wealth Solutions Inc. 136 - 2023-12-31 258,342 $12,919,000 49,021
   Cornerstone Advisory LLP 13 - 2024-03-31 232,764 $12,625,000 -737
   WCG Wealth Advisors LLC 33 - 2023-12-31 249,749 $12,470,000 -37,200
   Bernardo Wealth Planning LLC 10 - 2024-03-31 228,451 $12,391,000 4,786
   Orion Portfolio Solutions LLC 154 - 2024-03-31 223,884 $12,143,000 8,106
   Rockefeller Capital Management L.P. 404 - 2023-12-31 242,666 $12,116,000 17,608
   Reitz Capital Advisors LLC 2 - 2024-03-31 216,173 $11,885,000 0
   Second Half Financial Partners LLC 3 - 2024-03-31 218,183 $11,834,000 -3,252
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 48 - 2024-03-31 216,870 $11,763,000 37,851
   Ellis Investment Partners LLC 9 - 2024-03-31 206,575 $11,205,000 32,464
   Evergreen Wealth Solutions LLC 2 - 2023-12-31 223,253 $11,147,000 12,751
   HILLTOP WEALTH ADVISORS LLC 6 - 2024-03-31 201,498 $10,929,000 -5,740
   Derbend Asset Management 4 - 2024-03-31 198,430 $10,763,000 15,582
   Capital Analysts Inc. 35 - 2023-12-31 210,206 $10,495,000 2,974
   PSI Advisors LLC 5 - 2024-03-31 175,888 $9,540,000 70,975
   Howard Capital Management Inc. 9 - 2024-03-31 173,300 $9,400,000 53,307
   RENAISSANCE TECHNOLOGIES LLC 991 - 2023-12-31 184,300 $9,202,000 184,300
   Robertson Stephens Wealth Management LLC 33 *New 2023-12-31 179,107 $9,013,000 179,107
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 15 - 2024-03-31 163,287 $8,857,000 5,981
   We Are One Seven LLC 40 - 2023-12-31 166,980 $8,337,000 23,820
   Pine Valley Investments Ltd Liability Co 36 - 2024-03-31 152,253 $8,258,000 -9,543
   Beta Wealth Group Inc. 6 - 2023-12-31 163,100 $8,144,000 62,267
   Cetera Investment Advisers 280 - 2023-12-31 161,676 $8,073,000 154,245
   MULTIFINANCIAL SECURITIES CORP 181 - 2023-12-31 161,121 $8,045,000 155,093
   FINANCIAL ARCHITECTS INC 19 - 2023-06-30 159,819 $7,730,000 93,682
   Argent Trust Co 67 - 2024-03-31 141,732 $7,688,000 28,010
   WEST MICHIGAN ADVISORS LLC 4 - 2023-12-31 153,068 $7,643,000 1,697
   Cambridge Advisors Inc. 11 - 2024-03-31 139,255 $7,553,000 16,899
   CHILDRESS CAPITAL ADVISORS LLC 10 - 2024-03-31 137,884 $7,479,000 14,796
   CIC Wealth LLC 9 - 2024-03-31 136,879 $7,424,000 9,967
   Fortress Wealth Group LLC 6 - 2023-12-31 146,976 $7,334,000 138,186
   PROSPERA FINANCIAL SERVICES 94 - 2023-12-31 144,751 $7,227,000 45,730
   Beacon Financial Advisory LLC 2 - 2024-03-31 126,523 $6,863,000 40,522
   Caerus Investment Advisors LLC 6 - 2024-03-31 123,277 $6,687,000 -11,475
   Wick Capital Partners LLC 7 - 2023-12-31 130,421 $6,512,000 45,912
   U.S. Capital Wealth Advisors LLC 97 - 2024-03-31 117,353 $6,365,000 62,125
   New England Private Wealth Advisors LLC 27 - 2024-03-31 112,390 $6,071,000 2,208
   MBL Wealth LLC 32 - 2024-03-31 111,575 $6,052,000 22,359
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 384 *New 2024-03-31 111,142 $6,028,000 111,142
   Dynamic Advisors Solutions LLC 139 - 2024-03-31 105,136 $5,703,000 -21,789
   Financial Partners Group Inc 30 - 2024-03-31 105,142 $5,703,000 59,786
   BECK CAPITAL MANAGEMENT LLC 12 - 2023-12-31 112,685 $5,626,000 -2,703
   Goss Wealth Management LLC 321 - 2023-12-31 110,399 $5,594,000 33,898
   DAVID R. RAHN & ASSOCIATES INC. 13 - 2024-03-31 103,069 $5,590,000 -574
   StoneCrest Wealth Management Inc. 6 - 2024-03-31 102,621 $5,566,000 -9,315
   Eagle Bluffs Wealth Management LLC 7 - 2024-03-31 99,858 $5,416,000 5,934
   STEPHENS INC /AR/ 226 - 2023-12-31 105,882 $5,287,000 33,510
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 5 *New 2024-03-31 96,681 $5,244,000 96,681
   Total Clarity Wealth Management Inc. 8 - 2024-03-31 94,166 $5,108,000 19,069
   TCG Advisory Services LLC 97 - 2024-03-31 92,648 $5,025,000 5,366
   NewEdge Wealth LLC 165 - 2024-03-31 94,882 $4,924,000 75,722
   H D Vest Advisory Services 311 - 2024-03-31 88,842 $4,819,000 75,794
   MARINER WEALTH ADVISORS, LLC 698 - 2023-12-31 94,794 $4,733,000 46,710
  100 Records found
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