Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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 :
1
29,275
 0.05%
 
            Charting Not Avaliable

  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
   J P MORGAN CHASE & CO 377 - 2023-12-31 8,441,656 $421,492,000 2,906,436
   MORGAN STANLEY 570 - 2023-12-31 6,557,553 $327,419,000 4,503,705
   LPL FINANCIAL CORP 127 - 2023-12-31 5,061,250 $252,708,000 1,421,039
   WELLS FARGO & CO/MN 351 - 2023-12-31 2,770,166 $138,314,000 1,391,540
   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
   BANK OF AMERICA CORP /DE/ 780 - 2023-12-31 2,337,410 $116,707,000 2,277,380
   RIVERFRONT INVESTMENT GROUP, LLC 11 - 2023-12-31 1,976,049 $98,663,000 21,597
   Advisor Group Holdings Inc. 124 - 2023-12-31 1,896,070 $94,687,000 95,310
   ROYAL BANK OF CANADA 524 - 2023-12-31 1,695,456 $84,655,000 417,607
   COMMONWEALTH EQUITY SERVICES LLC. 150 - 2023-12-31 1,437,473 $71,773,000 227,300
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 215 - 2024-03-31 1,115,431 $60,501,000 338,749
   RAYMOND JAMES & ASSOCIATES 432 - 2024-03-31 858,421 $46,561,000 89,981
   HILTON CAPITAL MANAGEMENT, LLC 5 - 2023-12-31 882,050 $44,041,000 882,050
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 41 - 2023-12-31 790,795 $39,484,000 -24,216
   JANNEY MONTGOMERY SCOTT LLC 159 - 2023-12-31 768,568 $38,374,000 63,580
   Requisite Capital Management LLC 4 - 2024-03-31 655,953 $35,579,000 83,785
   MML INVESTORS SERVICES LLC 166 - 2023-12-31 619,547 $30,934,000 165,621
   Lebenthal Global Advisors LLC 4 *New 2023-12-31 576,562 $28,788,000 576,562
   Private Advisor Group LLC 96 - 2023-12-31 574,598 $28,690,000 153,302
   BB&T CORP 338 - 2023-12-31 531,249 $26,525,000 66,016
   Kestra Advisory Services LLC 101 - 2023-12-31 491,284 $24,530,000 127,118
   HIGHTOWER ADVISORS, LLC 415 - 2023-12-31 490,539 $24,476,000 76,467
   AE Wealth Management LLC 187 - 2023-12-31 465,603 $24,114,000 -35,662
   CAPITAL ADVISORS INC/OK 72 *New 2023-12-31 473,574 $23,646,000 473,574
   Global Assets Advisory LLC 24 *New 2024-03-31 1,112,091 $20,621,000 1,112,091
   Delta Investment Management LLC 4 - 2023-12-31 387,305 $19,338,000 337,744
   Socha Financial Group LLC 4 - 2023-12-31 386,480 $19,297,000 1,919
   Wright Fund Managment LLC - 2023-12-31 376,307 $18,789,000 193,437
   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
   Eldridge Investment Advisors Inc. 3 - 2023-12-31 301,200 $15,039,000 188,713
   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
   WCG Wealth Advisors LLC 33 - 2023-12-31 249,749 $12,470,000 -37,200
   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
   Cornerstone Advisory LLP 13 - 2023-12-31 233,501 $11,659,000 30,273
   Ellis Investment Partners LLC 9 - 2024-03-31 206,575 $11,205,000 32,464
   Bernardo Wealth Planning LLC - 2023-12-31 223,665 $11,168,000 -17,176
   Evergreen Wealth Solutions LLC 2 - 2023-12-31 223,253 $11,147,000 12,751
   Second Half Financial Partners LLC 4 - 2023-12-31 221,435 $11,056,000 212,584
   HILLTOP WEALTH ADVISORS LLC 6 - 2024-03-31 201,498 $10,929,000 -5,740
   Orion Portfolio Solutions LLC 168 - 2023-12-31 215,778 $10,767,000 104,337
   Capital Analysts Inc. 35 - 2023-12-31 210,206 $10,495,000 2,974
   JNB Advisors LLC 25 - 2023-12-31 207,728 $10,372,000 101,859
   PSI Advisors LLC 5 - 2024-03-31 175,888 $9,540,000 70,975
   RENAISSANCE TECHNOLOGIES LLC 991 - 2023-12-31 184,300 $9,202,000 184,300
   Derbend Asset Management - 2023-12-31 182,848 $9,130,000 -28,721
   Robertson Stephens Wealth Management LLC 33 *New 2023-12-31 179,107 $9,013,000 179,107
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 63 - 2023-12-31 179,019 $8,938,000 49,878
   We Are One Seven LLC 40 - 2023-12-31 166,980 $8,337,000 23,820
   Beta Wealth Group Inc. 6 - 2023-12-31 163,100 $8,144,000 62,267
   Pine Valley Investments Ltd Liability Co 32 - 2023-12-31 161,796 $8,078,000 40,163
   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
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 17 - 2023-12-31 157,306 $7,854,000 16,292
   FINANCIAL ARCHITECTS INC 19 - 2023-06-30 159,819 $7,730,000 93,682
   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
   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
   MBL Wealth LLC 32 - 2024-03-31 111,575 $6,052,000 22,359
   Howard Capital Management Inc. 15 - 2023-12-31 119,993 $6,025,000 9,628
   Dynamic Advisors Solutions LLC 139 - 2024-03-31 105,136 $5,703,000 -21,789
   Argent Trust Co 79 - 2023-12-31 113,722 $5,678,000 51,162
   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
   New England Private Wealth Advisors LLC 29 - 2023-12-31 110,182 $5,501,000 11,297
   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
   Total Clarity Wealth Management Inc. 8 - 2024-03-31 94,166 $5,108,000 19,069
   Moloney Securities Asset Management LLC 23 - 2023-12-31 98,375 $4,912,000 11,307
   MARINER WEALTH ADVISORS, LLC 698 - 2023-12-31 94,794 $4,733,000 46,710
   Principle Wealth Partners LLC 71 - 2024-03-31 86,269 $4,679,000 4,044
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 522 - 2023-09-30 96,779 $4,542,000 -11,685
   High Net Worth Advisory Group LLC 17 - 2024-03-31 83,535 $4,531,000 19,655
   THOROUGHBRED FINANCIAL SERVICES LLC 60 - 2023-12-31 89,448 $4,466,000 81,713
   TCG Advisory Services LLC 90 - 2023-12-31 87,282 $4,358,000 32,370
   Cobblestone Asset Management LLC 12 - 2024-03-31 79,921 $4,335,000 2,596
   Eaton Financial Holdings Company LLC 11 - 2024-03-31 79,510 $4,313,000 1,544
   Beacon Financial Advisory LLC - 2023-12-31 86,001 $4,294,000 23,220
   Ignite Planners LLC 17 - 2024-03-31 78,708 $4,245,000 4,073
   Sandbox Financial Partners LLC 15 - 2024-03-31 75,986 $4,121,000 43,494
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us