$60.21

+0.10 (+0.17%)

Weekly Expected Move ±0.8%

$59 $59 $60 $60 $61

ETF NASDAQ · AUM $37.7B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — JEPQ

1,028

Institutional Holders

+24 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

457

Increased

380

Reduced

130

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1123 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JPMORGAN CHASE & CO	22,637,631	1.4B	-1,033,750	-4.4%	13Q	SEC ↗
2	MORGAN STANLEY	22,507,866	1.4B	+1,408,923	+6.7%	12Q	SEC ↗
3	LPL Financial LLC	16,876,937	1.0B	+1,993,383	+13.4%	13Q	SEC ↗
4	BANK OF AMERICA CORP /DE	13,877,688	$836M	+1,132,270	+8.9%	12Q	SEC ↗
5	WELLS FARGO & COMPANY/MN	8,195,365	$493M	+383,927	+4.9%	12Q	SEC ↗
6	AMERIPRISE FINANCIAL INC	4,915,633	$296M	-123,634	-2.5%	10Q	SEC ↗
7	ROYAL BANK OF CANADA	4,606,395	$277M	+517,693	+12.7%	13Q	SEC ↗
8	RAYMOND JAMES FINANCIAL INC	4,273,667	$257M	+336,267	+8.5%	6Q	SEC ↗
9	ENVESTNET ASSET MANAGEMENT INC	4,009,107	$241M	+620,468	+18.3%	13Q	SEC ↗
10	OSAIC HOLDINGS, INC.	3,733,932	$225M	-140,567	-3.6%	13Q	SEC ↗
11	UBS Group AG	3,490,754	$210M	+67,129	+2.0%	13Q	SEC ↗
12	COMMONWEALTH EQUITY SERVICES, LLC	3,122,679	$188M	+250,082	+8.7%	13Q	SEC ↗
13	Cetera Investment Advisers	3,035,644	$183M	+204,154	+7.2%	13Q	SEC ↗
14	Equitable Holdings, Inc.	2,154,947	$130M	+232,391	+12.1%	13Q	SEC ↗
15	JONES FINANCIAL COMPANIES LLLP	2,153,718	$130M	+439,562	+25.6%	5Q	SEC ↗
16	Allworth Financial LP	2,069,787	$125M	+27,513	+1.3%	12Q	SEC ↗
17	RiverFront Investment Group, LLC	2,042,061	$123M	+80,399	+4.1%	13Q	SEC ↗
18	CAPITAL ADVISORS INC/OK	1,394,754	$84M	+273,153	+24.4%	10Q	SEC ↗
19	STIFEL FINANCIAL CORP	1,299,013	$78M	+26,124	+2.1%	13Q	SEC ↗
20	Kestra Advisory Services, LLC	1,249,605	$75M	+100,914	+8.8%	13Q	SEC ↗
21	MML INVESTORS SERVICES, LLC	1,187,871	$72M	-155,805	-11.6%	13Q	SEC ↗
22	Mariner, LLC	1,123,928	$68M	+461,614	+69.7%	13Q	SEC ↗
23	Hilton Capital Management, LLC	1,086,431	$65M	+16,385	+1.5%	10Q	SEC ↗
24	Private Advisor Group, LLC	969,583	$58M	-41,035	-4.1%	13Q	SEC ↗
25	CWM, LLC	917,534	$55M	+93,783	+11.4%	13Q	SEC ↗
26	Cambridge Investment Research Advisors	892,093	$54M	+66,643	+8.1%	13Q	SEC ↗
27	HighTower Advisors, LLC	851,871	$51M	+11,249	+1.3%	13Q	SEC ↗
28	SBI Securities Co., Ltd.	769,219	$46M	+31,250	+4.2%	6Q	SEC ↗
29	Rockefeller Capital Management L.P.	765,798	$46M	-547,862	-41.7%	13Q	SEC ↗
30	Baird Financial Group, Inc.	687,726	$41M	+28,352	+4.3%	13Q	SEC ↗
31	Apollon Wealth Management, LLC	659,577	$40M	+47,598	+7.8%	13Q	SEC ↗
32	Steward Partners Investment Advisory,	649,835	$39M	+37,196	+6.1%	13Q	SEC ↗
33	Wealth Advisors of Iowa, LLC	635,087	$38M	+16,125	+2.6%	7Q	SEC ↗
34	CARY STREET PARTNERS FINANCIAL LLC	628,291	$38M	+39,517	+6.7%	6Q	SEC ↗
35	TRUIST FINANCIAL CORP	599,476	$36M	+21,074	+3.6%	13Q	SEC ↗
36	FRANKLIN RESOURCES INC	591,878	$36M	+2,936	+0.5%	13Q	SEC ↗
37	GREAT VALLEY ADVISOR GROUP, INC.	587,747	$35M	+60,769	+11.5%	13Q	SEC ↗
38	Independent Advisor Alliance NEW	568,891	$34M	—	+0.0%	1Q	SEC ↗
39	SIGNATURE ESTATE & INVESTMENT ADVISORS	567,921	$34M	-21,519	-3.7%	9Q	SEC ↗
40	Focus Partners Wealth	554,459	$33M	+107,889	+24.2%	8Q	SEC ↗
41	PSI Advisors, LLC	524,994	$32M	+28,279	+5.7%	3Q	SEC ↗
42	Lebenthal Global Advisors, LLC	523,278	$32M	+5,766	+1.1%	10Q	SEC ↗
43	PNC FINANCIAL SERVICES GROUP, INC.	522,729	$31M	+168,954	+47.8%	12Q	SEC ↗
44	INDEPENDENT FINANCIAL GROUP, LLC	507,071	$31M	+188,723	+59.3%	1Q	SEC ↗
45	Magnus Financial Group LLC	505,220	$30M	+37,879	+8.1%	9Q	SEC ↗
46	NewEdge Advisors, LLC	476,629	$29M	-34,731	-6.8%	13Q	SEC ↗
47	HUB Investment Partners, LLC	465,179	$28M	+105,933	+29.5%	13Q	SEC ↗
48	Waverly Advisors, LLC	423,145	$25M	+133,909	+46.3%	11Q	SEC ↗
49	James Reed Financial Services, Inc.	421,287	$25M	-18,559	-4.2%	6Q	SEC ↗
50	Cornerstone Advisory, LLC	387,617	$23M	+1,841	+0.5%	13Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Independent Advisor Alliance	568,891	$34M
RENAISSANCE TECHNOLOGIES LLC	102,614	$6M
Foguth Wealth Management, LLC.	94,820	$6M
Integrity Wealth Partners, LLC	89,005	$5M
Henderson Brothers Financial Partne	84,946	$5M
Apella Capital, LLC	78,395	$5M
NICOLET BANKSHARES INC	69,836	$4M
WNY Asset Management, LLC	54,846	$3M
TBH Global Asset Management, LLC	51,274	$3M
Crescent Grove Advisors, LLC	44,439	$3M
Strategic Financial Concepts, LLC	37,124	$2M
LexAurum Advisors, LLC	30,690	$2M
CPWA, LLC	30,349	$2M
Tempus Wealth Planning, LLC	25,600	$2M
HRT FINANCIAL LP	24,278	$1M
Bull Harbor Capital LLC	21,717	$1M
PlanVest Financial, Inc	18,746	$1M
ELEVATION POINT WEALTH PARTNERS, LL	18,640	$1M
Vestmark Advisory Solutions, Inc.	18,640	$1M
FIRST NATIONAL BANK OF OMAHA	17,304	$1M

Sold Out (20)

Holder	Prev Shares	Prev Value
Janney Montgomery Scott LLC	1,119,736	$67M
Rakuten Investment Management, Inc.	1,013,700	$61M
Howard Capital Management Inc.	458,264	$28M
Quadrature Capital Ltd	452,088	$27M
MARSHALL WACE, LLP	271,414	$16M
PARK AVENUE SECURITIES LLC	205,600	$12M
PRELUDE CAPITAL MANAGEMENT, LLC	130,000	$8M
StoneCrest Wealth Management, Inc.	91,619	$6M
HSBC HOLDINGS PLC	90,873	$5M
AssuredPartners Investment Advisors	61,037	$4M
Global Assets Advisory, LLC	51,128	$3M
Robertson Stephens Wealth Managemen	49,650	$3M
ZEGA Investments, LLC	44,351	$3M
Lifeworks Advisors, LLC	42,096	$3M
Richard W. Paul & Associates, LLC	40,674	$2M
Guided Capital Wealth Management, L	37,680	$2M
Institute for Wealth Management, LL	37,617	$2M
Ballast, Inc.	35,974	$2M
OPAL CAPITAL LLC	33,755	$2M
NCP Inc.	32,164	$2M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+1,993,383	+13.4%	16,876,937
MORGAN STANLEY	+1,408,923	+6.7%	22,507,866
BANK OF AMERICA CORP /DE	+1,132,270	+8.9%	13,877,688
ENVESTNET ASSET MANAGEMENT INC	+620,468	+18.3%	4,009,107
ROYAL BANK OF CANADA	+517,693	+12.7%	4,606,395
Mariner, LLC	+461,614	+69.7%	1,123,928
JONES FINANCIAL COMPANIES LLLP	+439,562	+25.6%	2,153,718
WELLS FARGO & COMPANY/MN	+383,927	+4.9%	8,195,365
RAYMOND JAMES FINANCIAL INC	+336,267	+8.5%	4,273,667
CAPITAL ADVISORS INC/OK	+273,153	+24.4%	1,394,754
COMMONWEALTH EQUITY SERVICES, LLC	+250,082	+8.7%	3,122,679
Equitable Holdings, Inc.	+232,391	+12.1%	2,154,947
Arax Advisory Partners	+222,018	+4763.3%	226,679
Cetera Investment Advisers	+204,154	+7.2%	3,035,644
CAPTRUST FINANCIAL ADVISORS	+193,970	+837.0%	217,144
INDEPENDENT FINANCIAL GROUP, LLC	+188,723	+59.3%	507,071
PNC FINANCIAL SERVICES GROUP, INC.	+168,954	+47.8%	522,729
FIFTH THIRD BANCORP	+153,701	+4254.1%	157,314
Waverly Advisors, LLC	+133,909	+46.3%	423,145
GRIES FINANCIAL LLC	+130,460	+177.3%	204,022

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
JPMORGAN CHASE & CO	-1,033,750	-4.4%	22,637,631
Rockefeller Capital Management L.P.	-547,862	-41.7%	765,798
WEALTH ENHANCEMENT ADVISORY SERVICE	-220,429	-36.7%	380,831
Wick Capital Partners, LLC	-197,719	-60.0%	131,856
AXXCESS WEALTH MANAGEMENT, LLC	-192,766	-72.2%	74,105
TWO SIGMA INVESTMENTS, LP	-172,600	-95.7%	7,700
SUSQUEHANNA INTERNATIONAL GROUP, LL	-161,563	-88.3%	21,400
MML INVESTORS SERVICES, LLC	-155,805	-11.6%	1,187,871
OSAIC HOLDINGS, INC.	-140,567	-3.6%	3,733,932
New England Private Wealth Advisors	-127,530	-51.2%	121,522
AMERIPRISE FINANCIAL INC	-123,634	-2.5%	4,915,633
Capital Analysts, LLC	-107,716	-49.4%	110,544
MADDEN SECURITIES Corp	-106,753	-48.0%	115,615
Ellis Investment Partners, LLC	-95,643	-54.6%	79,584
Lighthouse Financial LLC	-88,558	-56.6%	67,953
Greater Midwest Financial Group, LL	-81,027	-85.2%	14,072
World Investment Advisors	-79,994	-46.6%	91,592
FWG Holdings, LLC	-76,554	-70.4%	32,221
WEST MICHIGAN ADVISORS, LLC	-72,748	-73.1%	26,723
RWQ Financial Management Services,	-59,600	-30.3%	137,150

JEPQ

Institutional Ownership — JEPQ

Ownership Trends

Top Institutional Holders (1123 total)

Recent Activity

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