$61.04

+0.23 (+0.38%)

Weekly Expected Move ±1.4%

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ETF NASDAQ · AUM $42.6B

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

Institutional Ownership — JEPQ

1,079

Institutional Holders

+47 vs prior quarter

0.0%

Ownership

+0.00pp

12B

Total Invested

135

New Positions

532

Increased

313

Reduced

Closed

0.75

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1145 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	26,020,258	1.6B	+2,428,587	+10.3%	14Q	SEC ↗
2	JPMORGAN CHASE & CO	23,134,698	1.4B	+497,067	+2.2%	15Q	SEC ↗
3	LPL Financial LLC	18,594,541	1.1B	+1,717,604	+10.2%	16Q	SEC ↗
4	BANK OF AMERICA CORP /DE	14,550,868	888M	+673,180	+4.9%	13Q	SEC ↗
5	WELLS FARGO & COMPANY/MN	9,691,459	592M	+612,630	+6.7%	15Q	SEC ↗
6	AMERIPRISE FINANCIAL INC	5,524,865	337M	+609,232	+12.4%	11Q	SEC ↗
7	ROYAL BANK OF CANADA	4,865,661	297M	+259,266	+5.6%	16Q	SEC ↗
8	RAYMOND JAMES FINANCIAL INC	4,410,368	269M	+136,701	+3.2%	7Q	SEC ↗
9	OSAIC HOLDINGS, INC.	4,365,130	266M	+631,198	+16.9%	17Q	SEC ↗
10	ENVESTNET ASSET MANAGEMENT INC	4,336,966	265M	+327,859	+8.2%	17Q	SEC ↗
11	Cetera Investment Advisers	3,405,031	208M	+369,387	+12.2%	15Q	SEC ↗
12	COMMONWEALTH EQUITY SERVICES, LLC	3,290,625	201M	+167,946	+5.4%	16Q	SEC ↗
13	UBS Group AG	3,201,420	195M	-289,334	-8.3%	16Q	SEC ↗
14	JONES FINANCIAL COMPANIES LLLP	2,605,719	159M	+452,001	+21.0%	6Q	SEC ↗
15	Equitable Holdings, Inc.	2,152,109	131M	-2,838	-0.1%	14Q	SEC ↗
16	RiverFront Investment Group, LLC	2,060,239	126M	+18,178	+0.9%	16Q	SEC ↗
17	Allworth Financial LP	1,728,321	105M	-341,466	-16.5%	13Q	SEC ↗
18	MML INVESTORS SERVICES, LLC	1,648,740	101M	+460,869	+38.8%	16Q	SEC ↗
19	Adams Asset Advisors, LLC NEW	1,408,060	86M	—	+0.0%	1Q	SEC ↗
20	STIFEL FINANCIAL CORP	1,405,732	86M	+106,719	+8.2%	16Q	SEC ↗
21	CAPITAL ADVISORS INC/OK	1,392,157	85M	-2,597	-0.2%	11Q	SEC ↗
22	Kestra Advisory Services, LLC	1,309,528	80M	+59,923	+4.8%	16Q	SEC ↗
23	Janney Montgomery Scott LLC NEW	1,256,696	77M	—	+0.0%	1Q	SEC ↗
24	Hilton Capital Management, LLC	1,186,561	72M	+100,130	+9.2%	11Q	SEC ↗
25	Private Advisor Group, LLC	960,111	59M	-9,472	-1.0%	15Q	SEC ↗
26	CWM, LLC	917,534	56M	+93,783	+11.4%	14Q	SEC ↗
27	Mariner, LLC	882,072	54M	-241,856	-21.5%	16Q	SEC ↗
28	HighTower Advisors, LLC	840,881	51M	-10,990	-1.3%	17Q	SEC ↗
29	Rockefeller Capital Management L.P.	798,914	49M	+33,116	+4.3%	16Q	SEC ↗
30	Cambridge Investment Research Advisors	798,262	49M	-93,831	-10.5%	16Q	SEC ↗
31	SBI Securities Co., Ltd.	754,312	46M	-14,907	-1.9%	7Q	SEC ↗
32	Apollon Wealth Management, LLC	725,799	44M	+66,222	+10.0%	14Q	SEC ↗
33	Arax Advisory Partners	698,508	43M	+471,829	+208.1%	3Q	SEC ↗
34	Baird Financial Group, Inc.	688,736	42M	+1,010	+0.1%	15Q	SEC ↗
35	PNC Financial Services Group, Inc.	678,789	41M	+156,060	+29.9%	13Q	SEC ↗
36	Wealth Advisors of Iowa, LLC	674,013	41M	+38,926	+6.1%	8Q	SEC ↗
37	Steward Partners Investment Advisory,	661,744	40M	+11,909	+1.8%	15Q	SEC ↗
38	IMC-Chicago, LLC	655,652	40M	+534,381	+440.7%	3Q	SEC ↗
39	GREAT VALLEY ADVISOR GROUP, INC.	635,496	39M	+47,749	+8.1%	14Q	SEC ↗
40	NewEdge Advisors, LLC	632,916	39M	+79,116	+14.3%	15Q	SEC ↗
41	FRANKLIN RESOURCES INC	617,356	38M	+25,478	+4.3%	14Q	SEC ↗
42	TRUIST FINANCIAL CORP	613,914	37M	+14,438	+2.4%	16Q	SEC ↗
43	Focus Partners Wealth	574,331	35M	+19,872	+3.6%	9Q	SEC ↗
44	Traynor Capital Management, Inc.	559,504	34M	+188,718	+50.9%	7Q	SEC ↗
45	Magnus Financial Group LLC	540,109	33M	+34,889	+6.9%	10Q	SEC ↗
46	Lebenthal Global Advisors, LLC	525,973	32M	+2,695	+0.5%	11Q	SEC ↗
47	SIGNATURE ESTATE & INVESTMENT ADVISORS	520,036	32M	-47,885	-8.4%	10Q	SEC ↗
48	Venture Visionary Partners LLC	485,267	30M	+283,129	+140.1%	11Q	SEC ↗
49	HUB Investment Partners, LLC	484,137	30M	+18,958	+4.1%	15Q	SEC ↗
50	Kingsview Wealth Management, LLC	469,715	29M	+88,708	+23.3%	15Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Adams Asset Advisors, LLC	1,408,060	86M
Janney Montgomery Scott LLC	1,256,696	77M
PARK AVENUE SECURITIES LLC	142,136	9M
Granite Bay Wealth Management, LLC	123,253	8M
Integrity Wealth Partners, LLC	89,005	5M
Intelligence Driven Advisers, LLC	84,000	5M
MISSION WEALTH MANAGEMENT, LP	78,814	5M
Arete Wealth Advisors, LLC	77,441	5M
Global Assets Advisory, LLC	67,057	4M
Lionhunter Capital Management, LLC	65,145	4M
Global Retirement Partners, LLC	61,151	4M
FUKOKU MUTUAL LIFE INSURANCE Co	60,000	4M
Capstone Wealth Management Group, I	54,056	3M
ALTERNA WEALTH MANAGEMENT, INC	49,989	3M
Coppell Advisory Solutions LLC	46,653	3M
Stonebridge Financial Group, LLC/CA	42,705	3M
IFG Advisory, LLC	38,273	2M
Diversify Advisory Services, LLC	34,672	2M
IMA Advisory Services, Inc.	31,218	2M
Simplicity Wealth,LLC	27,804	2M

Sold Out (20)

Holder	Prev Shares	Prev Value
Independent Advisor Alliance	568,891	35M
Empire Financial Management Company	65,345	4M
AssuredPartners Investment Advisors	61,037	4M
Lifeworks Advisors, LLC	42,096	3M
Anchor Capital Management Group Inc	37,000	2M
OPAL CAPITAL LLC	33,755	2M
Decker Wealth Management LLC	32,778	2M
NCP Inc.	32,164	2M
Anderson Financial Strategies, LLC	29,815	2M
HRT FINANCIAL LP	24,278	1M
Cogent Private Wealth, Inc.	22,211	1M
Yukon Wealth Management, Inc.	20,565	1M
HILLTOP WEALTH ADVISORS, LLC	16,579	1M
Skyline Advisors, Inc.	13,399	818K
BECKER CAPITAL MANAGEMENT INC	13,144	802K
Tandem Financial, LLC	12,821	783K
RBA Wealth Management, LLC	12,395	757K
ZIONS BANCORPORATION, NATIONAL ASSO	12,300	751K
ABSOLUTE CAPITAL MANAGEMENT, LLC	11,302	690K
WALLER FINANCIAL PLANNING GROUP, IN	10,505	641K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+2,428,587	+10.3%	26,020,258
LPL Financial LLC	+1,717,604	+10.2%	18,594,541
BANK OF AMERICA CORP /DE	+673,180	+4.9%	14,550,868
OSAIC HOLDINGS, INC.	+631,198	+16.9%	4,365,130
WELLS FARGO & COMPANY/MN	+612,630	+6.7%	9,691,459
AMERIPRISE FINANCIAL INC	+609,232	+12.4%	5,524,865
IMC-Chicago, LLC	+534,381	+440.7%	655,652
JPMORGAN CHASE & CO	+497,067	+2.2%	23,134,698
Arax Advisory Partners	+471,829	+208.1%	698,508
MML INVESTORS SERVICES, LLC	+460,869	+38.8%	1,648,740
JONES FINANCIAL COMPANIES LLLP	+452,001	+21.0%	2,605,719
Cetera Investment Advisers	+369,387	+12.2%	3,405,031
ENVESTNET ASSET MANAGEMENT INC	+327,859	+8.2%	4,336,966
Venture Visionary Partners LLC	+283,129	+140.1%	485,267
ROYAL BANK OF CANADA	+259,266	+5.6%	4,865,661
Integrated Wealth Concepts LLC	+228,842	+122.1%	416,331
Traynor Capital Management, Inc.	+188,718	+50.9%	559,504
COMMONWEALTH EQUITY SERVICES, LLC	+167,946	+5.4%	3,290,625
PNC Financial Services Group, Inc.	+156,060	+29.9%	678,789
RAYMOND JAMES FINANCIAL INC	+136,701	+3.2%	4,410,368

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
TWO SIGMA INVESTMENTS, LP	-980,500	-90.1%	108,200
Allworth Financial LP	-341,466	-16.5%	1,728,321
CARY STREET PARTNERS FINANCIAL LLC	-313,492	-49.9%	314,799
UBS Group AG	-289,334	-8.3%	3,201,420
Mariner, LLC	-241,856	-21.5%	882,072
Members Advisory Group LLC	-133,660	-93.6%	9,147
MADDEN SECURITIES Corp	-99,981	-86.5%	15,634
Cambridge Investment Research Advis	-93,831	-10.5%	798,262
SHP Wealth Management	-89,449	-63.9%	50,492
Patriot Financial Group Insurance A	-74,913	-36.2%	132,001
Gateway Wealth Partners, LLC	-65,757	-44.5%	81,873
Prime Capital Investment Advisors,	-63,840	-18.9%	273,129
Waverly Advisors, LLC	-62,821	-14.8%	360,324
Orion Porfolio Solutions, LLC	-56,172	-25.2%	166,464
PSI Advisors, LLC	-55,449	-10.6%	469,545
Arkadios Wealth Advisors	-53,734	-33.8%	105,238
AdvisorNet Financial, Inc	-48,163	-41.3%	68,387
SIGNATURE ESTATE & INVESTMENT ADVIS	-47,885	-8.4%	520,036
Centurion Wealth Management LLC	-44,337	-16.7%	221,476
Stratos Wealth Advisors, LLC	-43,922	-79.3%	11,500

JEPQ Institutional Ownership

Institutional Ownership — JEPQ

Ownership Trends

Top Institutional Holders (1145 total)

Recent Activity

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