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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
   ENVESTNET ASSET MANAGEMENT INC 342 - 2023-12-31 2,543,839 $127,014,000 -451,636
   Lebenthal Global Advisors LLC 4 - 2024-03-31 573,689 $31,117,000 -2,873
   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
   AE Wealth Management LLC 187 - 2023-12-31 465,603 $24,114,000 -35,662
   Prime Capital Investment Advisors LLC - 2023-12-31 339,923 $16,972,000 -184,821
   LEE JOHNSON CAPITAL MANAGEMENT LLC 4 - 2024-03-31 264,667 $14,356,000 -529,896
   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
   Second Half Financial Partners LLC 3 - 2024-03-31 218,183 $11,834,000 -3,252
   HILLTOP WEALTH ADVISORS LLC 6 - 2024-03-31 201,498 $10,929,000 -5,740
   Pine Valley Investments Ltd Liability Co 36 - 2024-03-31 152,253 $8,258,000 -9,543
   Caerus Investment Advisors LLC 6 - 2024-03-31 123,277 $6,687,000 -11,475
   Dynamic Advisors Solutions LLC 139 - 2024-03-31 105,136 $5,703,000 -21,789
   BECK CAPITAL MANAGEMENT LLC 12 - 2023-12-31 112,685 $5,626,000 -2,703
   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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 522 - 2023-09-30 96,779 $4,542,000 -11,685
   THOROUGHBRED FINANCIAL SERVICES LLC 66 - 2024-03-31 68,752 $3,729,000 -20,696
   Advisory Resource Group 36 - 2023-12-31 61,139 $3,053,000 -1,929
   HILLTOP HOLDINGS INC. 90 - 2023-12-31 55,072 $2,750,000 -1,072
   Verity Asset Management Inc. 10 - 2023-12-31 49,601 $2,477,000 -18,628
   Meridian Financial Partners LLC 7 - 2024-03-31 43,741 $2,305,000 -22,055
   KINGSWOOD WEALTH ADVISORS LLC 94 - 2024-03-31 38,175 $2,071,000 -1,149
   Wagner Wealth Management LLC 25 - 2024-03-31 38,166 $2,070,000 -14,872
   Resources Investment Advisors Inc. 335 - 2024-03-31 36,862 $1,999,000 -340
   Joseph P. Lucia & Associates LLC 37 - 2024-03-31 35,151 $1,907,000 -1,336
   BENJAMIN EDWARDS INC 76 - 2024-03-31 34,095 $1,849,000 -369
   GeoWealth Management LLC 148 - 2023-12-31 32,991 $1,647,000 -2,411
   BENJAMIN F. EDWARDS & COMPANY INC. 469 - 2024-03-31 21,866 $1,186,000 -517
   Rain Capital Management LLC 19 - 2024-03-31 21,635 $1,173,000 -1,178
   Coastal Investment Advisors Inc. 108 - 2024-03-31 20,758 $1,126,000 -1,082
   BLAIR WILLIAM & CO/IL 833 - 2024-03-31 20,164 $1,094,000 -11,017
   ALPHAMARK ADVISORS LLC 45 - 2024-03-31 19,862 $1,077,000 -1,193
   Cooper Financial Group 113 - 2024-03-31 19,359 $1,050,000 -3,514
   Source Financial Advisors LLC 41 - 2024-03-31 19,056 $1,034,000 -13,935
   Round Rock Advisors LLC 85 - 2024-03-31 15,818 $858,000 -533
   Ameritas Advisory Services LLC 345 - 2023-12-31 15,075 $760,000 -42,336
   Capital Asset Advisory Services LLC 158 - 2024-03-31 13,355 $716,000 -1,782
   Integrated Advisors Network LLC 375 - 2024-03-31 12,764 $692,000 -87
   HOWARD FINANCIAL SERVICES LTD. 68 - 2024-03-31 12,499 $678,000 -522
   BANK OF NEW YORK MELLON CORP 3332 - 2024-03-31 12,044 $653,000 -344
   Aptus Capital Advisors LLC 335 - 2023-12-31 12,949 $647,000 -203,121
   JANE STREET GROUP LLC 3872 - 2023-12-31 10,500 $524,000 -43,250
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 10,225 $511,000 -550
   Interchange Capital Partners LLC 76 - 2024-03-31 8,860 $481,000 -11,073
   Main Street Financial Solutions LLC 338 - 2024-03-31 7,923 $430,000 -1,136
   Emerald Investment Partners LLC 205 - 2024-03-31 7,893 $428,000 -712
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 260 - 2024-03-31 6,900 $374,000 -4,092
   SWMG LLC 68 - 2023-12-31 7,403 $370,000 -3,181
   Aurum Wealth Management Group LLC 234 - 2024-03-31 6,772 $367,000 -69
   Stratos Wealth Advisors LLC 522 - 2024-03-31 6,677 $362,000 -290
   VERUS CAPITAL PARTNERS LLC 245 - 2024-03-31 6,210 $337,000 -51
   Baron Silver Stevens Financial Advisors LLC 85 - 2024-03-31 5,685 $308,000 -2,159
   Family Investment Center Inc. 74 - 2024-03-31 4,434 $241,000 -3,241
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 220 - 2024-03-31 4,300 $233,000 -1,200
   Samalin Investment Counsel LLC 249 - 2023-12-31 4,234 $211,000 -878
   Atlantic Trust Group LLC 1211 - 2024-03-31 2,927 $158,000 -3,015
   DHJJ Financial Advisors Ltd. 177 - 2024-03-31 2,396 $130,000 -90
   PNC FINANCIAL SERVICES GROUP INC 2564 - 2024-03-31 1,985 $108,000 -2,585
   WELLINGTON SHIELDS & CO., LLC 275 - 2024-03-31 1,000 $54,000 -205
   Headlands Technologies LLC 714 - 2024-03-31 928 $50,000 -1,833
   HANSON MCCLAIN, INC. 1430 - 2024-03-31 681 $37,000 -508
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2209 - 2023-12-31 631 $32,000 -520
   VALLEY NATIONAL ADVISERS INC 526 - 2024-03-31 354 $19,000 -127
   SIGNATUREFD, LLC 2222 - 2024-03-31 228 $12,000 -1,247
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 731 - 2024-03-31 39 $2,000 -406
   FMR LLC 4625 - 2023-12-31 12 $1,000 -87
  68 Records found
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