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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
   Wright Fund Managment LLC 26 - 2024-03-31 376,307 $20,411,000 0
   Reitz Capital Advisors LLC 2 - 2024-03-31 216,173 $11,885,000 0
   Sunpointe LLC 22 - 2024-03-31 16,718 $907,000 0
   Eudaimonia Partners LLC 114 - 2024-03-31 15,146 $822,000 0
   HBW Advisory Services LLC 159 - 2024-03-31 13,074 $653,000 0
   ANNEX ADVISORY SERVICES, LLC 168 - 2024-03-31 10,393 $564,000 0
   Empire Financial Management Company LLC 126 - 2023-12-31 10,348 $517,000 0
   Galvin Gaustad & Stein LLC 128 - 2024-03-31 9,300 $504,000 0
   Shepherd Financial Partners LLC 161 - 2024-03-31 8,097 $439,000 0
   Birchcreek Wealth Management LLC 93 - 2024-03-31 7,934 $430,000 0
   BAKER AVENUE ASSET MANAGEMENT, LP 302 - 2023-12-31 6,097 $304,000 0
   Change Path LLC 493 - 2023-12-31 6,044 $302,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 941 - 2023-12-31 5,739 $287,000 0
   Hartland & Co. LLC 409 - 2023-12-31 5,610 $280,000 0
   BRIDGECREEK INVESTMENT MANAGEMENT LLC 83 - 2023-12-31 5,450 $274,000 0
   Jupiter Wealth Management LLC 77 - 2024-03-31 5,000 $266,000 0
   Autumn Glory Partners LLC 138 - 2024-03-31 4,625 $251,000 0
   Fundamentun LLC 186 - 2024-03-31 4,103 $223,000 0
   Cherry Tree Wealth Management LLC 151 - 2024-03-31 4,080 $221,000 0
   VisionPoint Advisory Group LLC 212 - 2024-03-31 1,700 $92,000 0
   PRIVATE TRUST CO NA 1087 - 2024-03-31 977 $53,000 0
   UMB BANK N A/MO 830 - 2024-03-31 936 $51,000 0
   Roble Belko & Company Inc 170 - 2024-03-31 871 $47,000 0
   Iron Horse Wealth Management LLC 99 - 2024-03-31 740 $40,000 0
   TD CAPITAL MANAGEMENT LLC 198 - 2024-03-31 800 $40,000 0
   Independence Bank of Kentucky 341 - 2024-03-31 720 $39,000 0
   Front Row Advisors LLC 207 - 2023-12-31 635 $32,000 0
   BESSEMER GROUP INC 1497 - 2023-12-31 341 $17,000 0
   Paladin Advisory Group LLC 190 - 2024-03-31 197 $11,000 0
   TOMPKINS FINANCIAL CORP 497 - 2024-03-31 200 $11,000 0
   Efficient Wealth Management LLC 406 - 2024-03-31 100 $6,000 0
   ARMSTRONG ADVISORY GROUP INC 636 - 2024-03-31 100 $5,000 0
   Financial Avengers Inc. 132 - 2023-12-31 100 $5,000 0
   KISTLERTIFFANY COMPANIES, LLC 779 - 2023-06-30 78 $4,000 0
   CULLEN FROST BANKERS INC 1005 *New 2024-03-31 0 $0 0

  35 Records found
  1    
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