JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q1 2024 (March 31)506holders
2famous investors
$54.23avg. 13F price*
At the end of Q1 2024, 506 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings. The largest holders were Morgan Stanley ($556.5M), JPMorgan Chase & Co. ($543.1M) and LPL Financial LLC ($336.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2024)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $194.8M |
| Exits | 25 | $59.2M |
Ownership 506 holders
| Morgan Stanley | 0.04% | Add +56.5% | 10,259,341 | $556.5M |
| JPMorgan Chase & Co. | 0.05% | Add +18.6% | 10,013,034 | $543.1M |
| LPL Financial LLC | 0.18% | Add +22.5% | 6,199,663 | $336.3M |
| Bank of America Corp. | 0.02% | Add +91.4% | 4,474,445 | $242.7M |
| Wells Fargo & Company | 0.06% | Add +48.1% | 4,103,189 | $222.6M |
| UBS Group AG | 0.06% | Add +30.9% | 3,140,389 | $170.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +6.1% | 2,698,921 | $146.4M |
| Osaic Holdings, Inc. | 0.29% | Add +26.0% | 2,389,490 | $129.6M |
| Marks Wealth, LLC | 44.37% | New | 2,164,599 | $117.4M |
| RiverFront Investment Group, LLC | 3.27% | Add +8.2% | 2,137,051 | $115.9M |
| Royal Bank of Canada | 0.03% | Add +17.0% | 1,983,394 | $107.6M |
| Commonwealth Equity Services, LLC | 0.14% | Add +4.5% | 1,502,448 | $81.5M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +43.6% | 1,115,431 | $60.5M |
| Cetera Investment Advisers | 0.13% | Add +550.6% | 1,051,796 | $57.0M |
| Hilton Capital Management, LLC | 4.33% | Add +0.7% | 888,470 | $48.2M |
| Raymond James & Associates | 0.03% | Add +11.7% | 858,421 | $46.6M |
| Janney Montgomery Scott LLC | 0.14% | Add +10.6% | 849,760 | $46.1M |
| Jane Street Group, LLC | 0.06% | Add +7462.7% | 794,084 | $43.1M |
| Private Advisor Group, LLC | 0.28% | Add +25.7% | 722,067 | $39.2M |
| MML Investors Services, LLC | 0.15% | Add +7.5% | 666,078 | $36.1M |
| Requisite Capital Management, LLC | 7.75% | Add +14.6% | 655,953 | $35.6M |
| Lebenthal Global Advisors, LLC | 6.92% | Reduce -0.5% | 573,689 | $31.1M |
| Kestra Advisory Services, LLC | 0.21% | Add +15.2% | 565,912 | $30.7M |
| HighTower Advisors, LLC | 0.05% | Add +9.2% | 535,738 | $29.1M |
| Truist Financial Corp. | 0.04% | Reduce -4.5% | 507,476 | $27.5M |
| Rockefeller Capital Management L.P. | 0.08% | Add +100.5% | 486,485 | $26.4M |
| Capital Advisors Inc. | 0.55% | Reduce -0.2% | 472,502 | $25.6M |
| New York Life Investment Management LLC | 0.25% | Reduce -41.4% | 463,491 | $25.1M |
| Stifel Financial Corp. | 0.03% | Add +22.1% | 431,153 | $23.4M |
| Baird Financial Group, Inc. | 0.05% | Add +17.1% | 419,955 | $22.8M |
| Delta Investment Management, LLC | 4.88% | Add +2.3% | 396,219 | $21.5M |
| Socha Financial Group, LLC | 9.33% | Add +1.5% | 392,309 | $21.3M |
| Ocean Park Asset Management, LLC | 0.96% | No change | 376,307 | $20.4M |
| Prime Capital Investment Advisors, LLC | 0.28% | Add +7.0% | 363,693 | $19.7M |
| Steward Partners Investment Advisory, LLC | 0.22% | Add +29.4% | 363,680 | $19.7M |
| Equitable Holdings, Inc. | 0.21% | Add +18.6% | 337,840 | $18.3M |
| Westwood Holdings Group Inc. | 0.15% | Reduce -1.4% | 337,282 | $18.3M |
| Eldridge Investment Advisors, Inc. | 4.60% | Add +9.8% | 330,675 | $17.9M |
| Atria Wealth Solutions, Inc. | 0.20% | Add +25.9% | 325,355 | $17.6M |
| Cwm, LLC | 0.08% | Add +35.4% | 290,718 | $15.8M |
| Robertson Stephens Wealth Management, LLC | 0.84% | Add +58.5% | 283,880 | $15.4M |
| MADDEN SECURITIES Corp | 6.98% | Add +3.2% | 278,895 | $15.1M |
| Apollon Wealth Management, LLC | 0.47% | Add +265.2% | 277,190 | $15.0M |
| Graypoint LLC | 1.07% | Add +31.1% | 272,395 | $14.8M |
| Independent Financial Group, LLC | 0.68% | Add +27.5% | 271,384 | $14.7M |
| Citigroup Inc. | 0.02% | New | 270,510 | $14.7M |
| Teamwork Financial Advisors, LLC | 2.22% | Add +25.5% | 265,877 | $14.4M |
| Lee Johnson Capital Management, LLC | 7.46% | Reduce -66.7% | 264,667 | $14.4M |
| Centaurus Financial, Inc. | 0.99% | Add +1300.6% | 261,027 | $14.2M |
| Marshall Financial Group, LLC | 4.05% | Add +119.9% | 259,735 | $14.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +27.1% | 250,400 | $13.6M |
| Capital Analysts, LLC | 0.59% | Add +11.6% | 234,595 | $12.7M |
| Kintra Wealth, LLC | 9.39% | Add +4.7% | 233,777 | $12.7M |
| Cornerstone Advisory, LLC | 1.80% | Reduce -0.3% | 232,764 | $12.6M |
| Bernardo Wealth Planning LLC | 3.45% | Add +2.1% | 228,451 | $12.4M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +3.8% | 223,884 | $12.1M |
| Orion Portfolio Solutions, LLC | 0.13% | Add +3.8% | 223,884 | $12.1M |
| Reitz Capital Advisors LLC | 21.39% | No change | 216,173 | $11.9M |
| Second Half Financial Partners, LLC | 5.26% | Reduce -1.5% | 218,183 | $11.8M |
| Cary Street Partners Investment Advisory LLC | 0.50% | Add +21.1% | 216,870 | $11.8M |
| Mariner, LLC | 0.02% | Add +127.2% | 215,333 | $11.7M |
| Ellis Investment Partners, LLC | 2.44% | Add +18.6% | 206,575 | $11.2M |
| Hilltop Wealth Advisors, LLC | 5.59% | Reduce -2.8% | 201,498 | $10.9M |
| Derbend Asset Management | 5.30% | Add +8.5% | 198,430 | $10.8M |
| Mgo One Seven LLC | 0.55% | Add +17.8% | 196,755 | $10.7M |
| Wick Capital Partners, LLC | 9.87% | Add +43.8% | 187,486 | $10.2M |
| PSI Advisors, LLC | 3.45% | Add +67.7% | 175,888 | $9.5M |
| WCG Wealth Advisors LLC | 0.79% | Reduce -29.8% | 175,261 | $9.5M |
| Howard Capital Management, LLC | 1.03% | Add +44.4% | 173,300 | $9.4M |
| Prospera Financial Services Inc | 0.27% | Add +16.9% | 169,255 | $9.2M |
| Cary Street Partners Asset Management LLC | 1.37% | Add +3.8% | 163,287 | $8.9M |
| West Michigan Advisors, LLC | 2.83% | Add +4.7% | 160,253 | $8.7M |
| Pine Valley Investments Ltd Liability Co | 0.64% | Reduce -5.9% | 152,253 | $8.3M |
| FWG Holdings, LLC | 4.32% | Add +2.7% | 150,933 | $8.1M |
| Argent Trust Co | 0.35% | Add +24.6% | 141,732 | $7.7M |
| Cambridge Advisors Inc. | 1.78% | Add +13.8% | 139,255 | $7.6M |
| Childress Capital Advisors, LLC | 2.17% | Add +12.0% | 137,884 | $7.5M |
| CIC Wealth, LLC | 2.16% | Add +7.8% | 136,879 | $7.4M |
| Beta Wealth Group, Inc. | 3.49% | Reduce -18.8% | 132,369 | $7.2M |
| Beacon Financial Advisory LLC | 3.34% | Add +47.1% | 126,523 | $6.9M |
| NewEdge Advisors, LLC | 0.06% | Add +11.8% | 123,387 | $6.7M |
| Caerus Investment Advisors, LLC | 6.45% | Reduce -8.5% | 123,277 | $6.7M |
| Renaissance Technologies | 0.01% | Reduce -34.1% | 121,500 | $6.6M |
| Stephens Inc. | 0.10% | Add +12.4% | 119,058 | $6.5M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Add +112.5% | 117,353 | $6.4M |
| New England Private Wealth Advisors LLC | 1.07% | Add +2.0% | 112,390 | $6.1M |
| MBL Wealth, LLC | 0.69% | Add +25.1% | 111,575 | $6.1M |
| Assetmark, Inc. | 0.02% | New | 111,142 | $6.0M |
| Beck Capital Management, LLC | 1.73% | Reduce -1.7% | 110,795 | $6.0M |
| Financial Partners Group, Inc | 0.91% | Add +131.8% | 105,142 | $5.7M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -17.2% | 105,136 | $5.7M |
| Avalon Capital Management | 2.29% | Reduce -0.6% | 103,069 | $5.6M |
| StoneCrest Wealth Management, Inc. | 4.81% | Reduce -8.3% | 102,621 | $5.6M |
| Eagle Bluffs Wealth Management LLC | 3.36% | Add +6.3% | 99,858 | $5.4M |
| Prevail Innovative Wealth Advisors, LLC | 1.95% | New | 96,681 | $5.2M |
| Total Clarity Wealth Management, Inc. | 1.78% | Add +25.4% | 94,166 | $5.1M |
| HUB Investment Partners, LLC | 0.28% | Add +6.2% | 92,648 | $5.0M |
| Coastal Bridge Advisors, LLC | 1.15% | Add +84.0% | 91,756 | $5.0M |
| NewEdge Wealth, LLC | 0.11% | Add +395.2% | 94,882 | $4.9M |
| Blue Investment Partners LLC | 2.56% | Add +23.6% | 90,756 | $4.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +580.9% | 88,842 | $4.8M |
| InterOcean Capital Group, LLC | 0.11% | Add +49.6% | 88,046 | $4.8M |
| Principle Wealth Partners LLC | 0.37% | Add +4.9% | 86,269 | $4.7M |
| Householder Group Estate & Retirement Specialist, LLC | 1.37% | Add +71.0% | 84,715 | $4.6M |
| Mach-1 Financial Group, LLC | 3.48% | Add +6.0% | 84,164 | $4.6M |
| High Net Worth Advisory Group LLC | 1.43% | Add +30.8% | 83,535 | $4.5M |
| Cobblestone Asset Management LLC | 2.94% | Add +3.4% | 79,921 | $4.3M |
| Eaton Financial Holdings Company, LLC | 2.24% | Add +2.0% | 79,510 | $4.3M |
| Ignite Planners, LLC | 1.19% | Add +5.5% | 78,708 | $4.2M |
| Vienna Asset Management LLC | 3.87% | Add +10.8% | 77,832 | $4.2M |
| Sandbox Financial Partners, LLC | 1.73% | Add +133.9% | 75,986 | $4.1M |
| Hennion & Walsh Asset Management, Inc. | 0.22% | Add +8.4% | 75,684 | $4.1M |
| Comerica Bank | 0.02% | Add +30.2% | 75,489 | $4.1M |
| Wealthfront Advisers LLC | 0.01% | Add +79.7% | 74,142 | $4.0M |
| Ameritas Advisory Services, LLC | 0.16% | Add +392.0% | 74,165 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +62.5% | 71,650 | $3.9M |
| Fagan Associates, Inc. | 0.70% | Add +24.5% | 69,176 | $3.8M |
| Thoroughbred Financial Services, LLC | 0.36% | Reduce -23.1% | 68,752 | $3.7M |
| Lake Street Private Wealth, LLC | 0.51% | Add +39.2% | 68,265 | $3.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.59% | Add +57.4% | 67,989 | $3.7M |
| Kelly Financial Services LLC | 1.41% | Reduce -0.4% | 67,806 | $3.7M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -0.7% | 67,139 | $3.6M |
| Kingsview Wealth Management, LLC | 0.09% | Add +29.4% | 66,798 | $3.6M |
| Consilium Wealth Advisory, LLC | 2.04% | Add +6.2% | 66,738 | $3.6M |
| Wedbush Securities Inc. | 0.13% | Add +53.5% | 64,252 | $3.5M |
| Venture Visionary Partners LLC | 0.17% | Add +138.2% | 64,087 | $3.5M |
| Cascade Wealth Advisors, Inc | 2.85% | — | 62,911 | $3.4M |
| Milestone Asset Management, LLC | 0.96% | New | 61,915 | $3.4M |
| Mountain Capital Investment Advisors Inc. | 0.94% | Add +312.5% | 62,065 | $3.3M |
| Advisory Resource Group | 0.75% | Reduce -1.6% | 60,177 | $3.3M |
| DAVENPORT & Co LLC | 0.02% | Add +14.7% | 59,632 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +33.0% | 58,289 | $3.2M |
| Garden State Investment Advisory Services LLC | 1.14% | Add +19.6% | 57,553 | $3.1M |
| RWQ Financial Management Services, Inc. | 1.33% | Reduce -28.6% | 56,354 | $3.1M |
| Hilltop Holdings Inc. | 0.34% | Add +2.0% | 56,171 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +30.2% | 55,205 | $3.0M |
| Masso Torrence Wealth Management Inc. | 1.76% | Add +10.1% | 54,825 | $3.0M |
| SlateStone Wealth, LLC | 0.29% | Add +0.1% | 53,253 | $2.9M |
| IHT Wealth Management, LLC | 0.12% | Add +5.4% | 53,240 | $2.9M |
| Oppenheimer & Co. Inc. | 0.05% | Add +42.9% | 52,240 | $2.8M |
| Axxcess Wealth Management, LLC | 0.08% | Add +10.9% | 51,277 | $2.8M |
| Silver Oak Securities, Incorporated | 0.42% | Add +12.4% | 50,887 | $2.8M |
| Wealth Advisors of Iowa, LLC | 1.67% | Add +10.0% | 50,622 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.09% | New | 50,090 | $2.7M |
| Whitford Management LLC | 1.50% | No change | 49,154 | $2.7M |
| Smith, Moore & Co. | 0.27% | Add +17.5% | 47,253 | $2.6M |
| ORBA Wealth Advisors, L.L.C. | 1.38% | Add +2.5% | 46,109 | $2.5M |
| Princeton Global Asset Management LLC | 0.59% | Add +7.5% | 45,397 | $2.5M |
| IFP Advisors, Inc | 0.11% | Add +24.4% | 45,342 | $2.5M |
| Verity Asset Management, Inc. | 1.35% | Reduce -9.8% | 44,734 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +427.6% | 44,574 | $2.4M |
| Perennial Investment Advisors, LLC | 0.36% | Add +5.3% | 43,979 | $2.4M |
| Franklin Resources Inc. | 0.00% | Reduce -5.3% | 43,475 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +119.9% | 42,977 | $2.3M |
| Gries Financial LLC | 0.39% | New | 42,603 | $2.3M |
| Tradition Wealth Management, LLC | 0.23% | Reduce -0.3% | 42,578 | $2.3M |
| Meridian Financial Partners LLC | 2.96% | Reduce -33.5% | 43,741 | $2.3M |
| Prosperity Financial Group, Inc. | 1.41% | Reduce -37.2% | 41,990 | $2.3M |
| Kennedy Investment Group, Inc. | 1.21% | New | 41,773 | $2.3M |
| Carr Financial Group Corp | 0.75% | Add +738.8% | 41,506 | $2.3M |
| Secured Retirement Advisors, LLC | 1.87% | Add +0.7% | 40,642 | $2.2M |
| International Assets Investment Management, LLC | 0.23% | Add +14.1% | 40,235 | $2.2M |
| Owen LaRue, LLC | 1.35% | Add +20.2% | 39,786 | $2.2M |
| Bellevue Asset Management, LLC | 1.20% | Add +10.9% | 38,822 | $2.1M |
| Concorde Financial Corp | 1.90% | New | 38,474 | $2.1M |
| JT Stratford LLC | 0.42% | Add +8.9% | 38,426 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.24% | Reduce -2.9% | 38,175 | $2.1M |
| Wagner Wealth Management, LLC | 0.63% | Reduce -28.0% | 38,166 | $2.1M |
| Semus Wealth Partners LLC | 1.71% | Add +33.9% | 37,510 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +172.9% | 37,264 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +8.2% | 37,053 | $2.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.9% | 36,862 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +113.9% | 36,263 | $2.0M |
| D'Orazio & Associates, Inc. | 0.31% | Add +29.4% | 35,404 | $1.9M |
| Lifestyle Asset Management, Inc. | 1.13% | Add +6.0% | 35,197 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 1.02% | Reduce -3.7% | 35,151 | $1.9M |
| Benjamin Edwards Inc. | 0.37% | Reduce -1.1% | 34,095 | $1.8M |
| Gill Capital Partners, LLC | 0.74% | Add +1.3% | 35,266 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +120.0% | 33,698 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +80.8% | 33,174 | $1.8M |
| Purus Wealth Management, LLC | 0.89% | Add +1.1% | 33,106 | $1.8M |
| Lincoln National Corp. | 0.03% | Add +16.3% | 32,676 | $1.8M |
| Faithward Advisors, LLC | 0.32% | New | 32,474 | $1.8M |
| Mason & Associates Inc | 0.47% | Add +110.5% | 32,319 | $1.8M |
| Wealth Effects LLC | 0.64% | Add +6.0% | 32,037 | $1.7M |
| FRG Family Wealth Advisors LLC | 0.34% | Add +36.8% | 33,099 | $1.7M |
| Grant/GrossMendelsohn, LLC | 0.79% | Add +188.0% | 31,552 | $1.7M |
| Clarity Wealth Advisors, LLC | 0.56% | Add +12.3% | 30,598 | $1.7M |
| Aptus Capital Advisors, LLC | 0.04% | Add +134.7% | 30,388 | $1.6M |
| Richard W. Paul & Associates, LLC | 0.66% | Add +9.6% | 30,308 | $1.6M |
| AE Wealth Management LLC | 0.02% | Reduce -93.6% | 29,823 | $1.6M |
| Transcend Capital Advisors, LLC | 0.12% | Add +16.3% | 28,642 | $1.6M |
| Intrua Financial, LLC | 0.24% | Add +0.1% | 28,479 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +38.3% | 28,464 | $1.5M |
| Flagstar Securities, Inc. | 0.42% | New | 28,123 | $1.5M |
| Modus Advisors, LLC | 0.56% | Add +81.4% | 28,029 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +21.8% | 27,903 | $1.5M |
| CPC Advisors, LLC | 0.26% | Add +55.7% | 27,747 | $1.5M |
| MBA Advisors LLC | 0.76% | Add +4.2% | 27,263 | $1.5M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -8.5% | 26,775 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +7.5% | 26,175 | $1.4M |
| TrueWealth Advisors, LLC | 0.54% | Add +10.2% | 26,018 | $1.4M |
| Lionsbridge Wealth Management LLC | 1.08% | New | 25,836 | $1.4M |
| Sequent Planning LLC | 0.50% | — | 25,668 | $1.4M |
| Concord Wealth Partners | 0.25% | Add +5.1% | 25,554 | $1.4M |
| Empire Financial Management Company, LLC | 0.45% | Add +145.0% | 25,348 | $1.4M |
| Flynn Zito Capital Management, LLC | 0.70% | New | 24,906 | $1.4M |
| Belpointe Asset Management LLC | 0.10% | New | 24,734 | $1.3M |
| Sowell Financial Services LLC | 0.06% | Add +68.0% | 24,352 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +12.8% | 24,056 | $1.3M |
| Arete Wealth Advisors, LLC | 0.12% | Add +4.6% | 24,053 | $1.3M |
| First Heartland Consultants, Inc. | 0.13% | Add +46.7% | 23,739 | $1.3M |
| Summit Wealth Partners, LLC | 0.27% | Reduce -3.3% | 23,583 | $1.3M |
| Nwam LLC | 0.10% | Add +12.7% | 23,900 | $1.3M |
| Balboa Wealth Partners | 0.40% | Add +129.8% | 23,391 | $1.3M |
| Greenwich Wealth Management LLC | 0.10% | Add +17.6% | 23,202 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +363.2% | 23,155 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | New | 22,901 | $1.2M |
| Etfidea, LLC | 0.42% | Add +26.0% | 22,842 | $1.2M |
| Tyler-Stone Wealth Management | 0.54% | Add +37.3% | 22,555 | $1.2M |
| Onyx Bridge Wealth Group LLC | 0.22% | Add +248.2% | 22,890 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +322.6% | 22,190 | $1.2M |
| Insigneo Advisory Services, LLC | 0.14% | Add +254.0% | 22,133 | $1.2M |
| Crescent Grove Advisors, LLC | 0.12% | Add +2.0% | 22,024 | $1.2M |
| PDS Planning, Inc | 0.13% | Add +141.2% | 21,949 | $1.2M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -2.3% | 21,866 | $1.2M |
| NFSG Corp | 0.52% | Add +536.1% | 21,781 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.13% | Add +9.3% | 21,696 | $1.2M |
| Rain Capital Management, LLC | 0.79% | Reduce -5.2% | 21,635 | $1.2M |
| Resurgent Financial Advisors LLC | 0.63% | Add +154.6% | 21,476 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.27% | Add +33.5% | 21,280 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +7.5% | 21,158 | $1.1M |
| Tucker Asset Management LLC | 0.26% | Add +13.3% | 20,938 | $1.1M |
| Realta Investment Advisors | 0.23% | Reduce -5.0% | 20,758 | $1.1M |
| Global Assets Advisory, LLC | 0.67% | New | 20,621 | $1.1M |
| AdvisorNet Financial, Inc | 0.11% | Add +12.6% | 20,288 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -35.3% | 20,164 | $1.1M |
| Procyon Advisors, LLC | 0.08% | New | 20,020 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3051.5% | 19,886 | $1.1M |
| AlphaMark Advisors, LLC | 0.38% | Reduce -5.7% | 19,862 | $1.1M |
| Good Life Advisors, LLC | 0.09% | Add +65.6% | 19,635 | $1.1M |
| Napatree Capital LLC | 1.03% | Add +5.7% | 20,422 | $1.1M |
| Mayfair Advisory Group, LLC | 0.77% | Add +33.1% | 19,489 | $1.1M |
| Cooper Financial Group | 0.17% | Reduce -15.4% | 19,359 | $1.1M |
| Fiduciary Alliance LLC | 0.18% | Add +181.5% | 19,426 | $1.0M |
| Global Retirement Partners, LLC | 0.04% | Add +7.1% | 19,082 | $1.0M |
| Source Financial Advisors LLC | 0.31% | Reduce -42.2% | 19,056 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -42.2% | 19,056 | $1.0M |
| IVC Wealth Advisors LLC | 0.59% | New | 18,990 | $1.0M |
| NWF Advisory Services Inc. | 0.17% | Add +203.4% | 18,772 | $1.0M |
| FNY Investment Advisers, LLC | 0.62% | New | 18,767 | $1.0M |
| Herold Advisors, Inc. | 0.24% | Add +48.7% | 18,566 | $1.0M |
| IFG Advisory, LLC | 0.07% | Add +339.8% | 18,526 | $1.0M |
| Florida Financial Advisors, LLC | 0.74% | Add +232.7% | 18,471 | $1.0M |
| 49 Wealth Management, LLC | 0.21% | Add +0.5% | 18,540 | $1000K |
| Bridgewealth Advisory Group, LLC | 0.48% | Add +187.3% | 18,174 | $986K |
| Kraematon Investment Advisors, Inc. | 0.99% | Add +16.2% | 18,170 | $986K |
| Atlantic Union Bankshares Corp | 0.08% | Add +1.3% | 17,919 | $972K |
| Rothschild Investment LLC | 0.07% | Add +10.0% | 17,426 | $945K |
| Raymond James Trust N.A. | 0.02% | Add +149.3% | 17,141 | $930K |
| Walkner Condon Financial Advisors LLC | 0.20% | Add +28.3% | 17,095 | $927K |
| Flow State Investments, L.P. | 0.49% | New | 17,082 | $927K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +19.8% | 17,007 | $922K |
| Concurrent Investment Advisors, LLC | 0.04% | New | 17,005 | $922K |
| McDonald Partners LLC | 0.25% | Add +38.4% | 16,987 | $921K |
| Mutual Advisors, LLC | 0.03% | Add +43.3% | 16,730 | $907K |
| Sunpointe, LLC | 1.01% | No change | 16,718 | $907K |
| Perigon Wealth Management, LLC | 0.03% | Add +18.5% | 16,022 | $869K |
| NCP Inc. | 0.60% | — | 15,902 | $863K |
| Zega Financial, LLC | 0.37% | Add +6.6% | 15,865 | $861K |
| Round Rock Advisors LLC | 0.21% | Reduce -3.3% | 15,818 | $858K |
| Southland Equity Partners LLC | 0.24% | Add +6.8% | 15,768 | $855K |
| D.A. Davidson & Co. | 0.01% | Add +62.2% | 15,431 | $837K |
| Beam Wealth Advisors, Inc. | 0.49% | Add +1.7% | 15,187 | $824K |
| Eudaimonia Partners, LLC | 0.20% | No change | 15,146 | $822K |
| Novare Capital Management LLC | 0.07% | Add +25.0% | 15,000 | $814K |
| PFG Investments, LLC | 0.05% | Add +81.8% | 14,980 | $813K |
| JSF Financial, LLC | 0.25% | Add +65.1% | 14,638 | $794K |
| Silverlake Wealth Management LLC | 0.40% | Add +223.1% | 14,309 | $776K |
| Daymark Wealth Partners, LLC | 0.04% | Add +11.9% | 14,251 | $773K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 14,230 | $772K |
| SevenBridge Financial Group, LLC | 0.17% | Add +7.9% | 14,572 | $769K |
| Snowden Capital Advisors LLC | 0.02% | Add +67.1% | 14,108 | $765K |
| Rockingstone Advisors LLC | 0.39% | Add +2.0% | 14,010 | $760K |
| NCM Capital Management, LLC | 0.42% | Reduce -4.8% | 13,842 | $751K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 13,283 | $720K |
| Krilogy Financial LLC | 0.06% | New | 13,209 | $716K |
| Imprint Wealth LLC | 0.17% | New | 13,283 | $716K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -11.8% | 13,355 | $716K |
| Econ Financial Services Corp | 0.44% | New | 13,113 | $711K |
| Panoramic Investment Advisors, LLC | 0.51% | Add +2.0% | 12,800 | $694K |
| Sheets Smith Wealth Management | 0.08% | Add +3.6% | 12,770 | $693K |
| Integrated Advisors Network LLC | 0.04% | Reduce -0.7% | 12,764 | $692K |
| Money Concepts Capital Corp. | 0.06% | Add +43.4% | 12,596 | $683K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Add +25.8% | 12,509 | $678K |
| Howard Financial Services, LTD. | 0.12% | Reduce -4.0% | 12,499 | $678K |
| Western Wealth Management, LLC | 0.05% | Add +76.4% | 12,493 | $678K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 12,044 | $653K |
| HBW Advisory Services LLC | 0.12% | No change | 13,074 | $653K |
| CreativeOne Wealth, LLC | 0.03% | Add +94.9% | 11,779 | $639K |
| CAP Partners, LLC | 0.56% | Add +5.5% | 11,620 | $630K |
| Cutler Group LLC / CA | 0.32% | Add +76.5% | 11,600 | $629K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +7.7% | 11,506 | $624K |
| Belvedere Trading LLC | 0.04% | New | 11,344 | $615K |
| Oxinas Partners, LLC | 0.40% | New | 11,268 | $611K |
| Morse Asset Management, Inc | 0.16% | Add +48.6% | 11,145 | $605K |
| US Bancorp \de | 0.00% | Add +64.9% | 11,134 | $604K |
| Advisory Services Network, LLC | 0.01% | Add +10.8% | 10,756 | $583K |
| WNY Asset Management, LLC | 0.09% | Add +61.4% | 10,703 | $581K |
| RFG Advisory, LLC | 0.02% | New | 10,671 | $579K |
| National Philanthropic Trust | 0.01% | No change | 10,632 | $577K |
| Strategic Financial Concepts, LLC | 0.14% | New | 10,505 | $570K |
| Planning Directions Inc. | 0.39% | New | 10,443 | $566K |
| Annex Advisory Services, LLC | 0.02% | No change | 10,393 | $564K |
| Valmark Advisers, Inc. | 0.01% | Add +134.2% | 10,385 | $563K |
| Essex Financial Services, Inc. | 0.05% | Add +63.9% | 10,264 | $557K |
| KFG Wealth Management, LLC | 0.23% | New | 10,095 | $548K |
| TBH Global Asset Management, LLC | 0.11% | New | 10,038 | $544K |
| Zimmermann Investment Management & Planning LLC | 0.19% | Add +23.8% | 9,958 | $540K |
| Cresset Asset Management, LLC | 0.00% | Reduce -38.2% | 9,885 | $536K |
| Marion Wealth Management | 0.16% | Add +7.9% | 9,702 | $526K |
| Chapin Davis, Inc. | 0.19% | New | 9,470 | $514K |
| Principal Securities, Inc. | 0.02% | Add +67.8% | 9,450 | $513K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +43.0% | 9,370 | $508K |
| Millennium Capital Advisors, LLC | 0.36% | Add +24.9% | 9,313 | $505K |
| Bank of Montreal | 0.00% | Add +8.1% | 9,284 | $504K |
| Galvin, Gaustad & Stein, LLC | 0.05% | No change | 9,300 | $504K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | New | 9,289 | $504K |
| Hibernia Wealth Partners, LLC | 0.33% | New | 8,964 | $486K |
| Csenge Advisory Group | 0.03% | Add +37.0% | 8,901 | $483K |
| Highlander Capital Management, LLC | 0.19% | Reduce -13.1% | 8,885 | $482K |
| Montecito Bank & Trust | 0.10% | Add +0.8% | 8,880 | $482K |
| Interchange Capital Partners, LLC | 0.32% | Reduce -55.5% | 8,860 | $481K |
| Cahill Financial Advisors Inc. | 0.07% | Add +108.0% | 8,822 | $478K |
| Waverly Advisors, LLC | 0.01% | Reduce -56.7% | 8,786 | $477K |
| PFG Advisors | 0.03% | Add +27.6% | 8,772 | $476K |
| Koshinski Asset Management, Inc. | 0.05% | Add +90.5% | 8,613 | $467K |
| Members Advisory Group LLC | 0.26% | New | 8,594 | $466K |
| Advance Capital Management, Inc. | 0.03% | Add +19.4% | 8,592 | $466K |
| Sunbelt Securities, Inc. | 0.05% | Add +666.1% | 8,504 | $461K |
| BlackDiamond Wealth Management, LLC | 0.33% | Add +1.7% | 8,471 | $459K |
| OneAscent Financial Services LLC | 0.05% | New | 8,433 | $457K |
| Xcel Wealth Management, LLC | 0.14% | Add +14.8% | 8,171 | $443K |
| Lido Advisors, LLC | 0.00% | Reduce -56.2% | 8,163 | $443K |
| Castle Rock Wealth Management, LLC | 0.12% | New | 8,585 | $441K |
| Shepherd Financial Partners LLC | 0.06% | No change | 8,097 | $439K |
| Etesian Wealth Advisors, Inc. | 0.25% | Add +69.2% | 8,094 | $439K |
| Birchcreek Wealth Management, LLC | 0.23% | No change | 7,934 | $430K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -12.5% | 7,923 | $430K |
| WealthShield Partners, LLC | 0.07% | Reduce -8.3% | 7,893 | $428K |
| HBK Sorce Advisory LLC | 0.02% | Add +18.5% | 7,888 | $428K |
| Confluence Wealth Services, Inc. | 0.04% | New | 7,757 | $421K |
| Parsons Capital Management Inc. | 0.03% | New | 7,680 | $417K |
| Means Investment Co., Inc. | 0.05% | Add +1.0% | 7,652 | $415K |
| Westend Capital Management, LLC | 0.16% | — | 7,522 | $408K |
| United Capital Financial Advisors, LLC | 0.00% | New | 7,492 | $406K |
| Clearstead Advisors, LLC | 0.02% | Add +34.1% | 7,522 | $403K |
| Steele Capital Management, Inc. | 0.02% | New | 7,333 | $398K |
| CFO4Life Group, LLC | 0.07% | New | 7,092 | $385K |
| Fisher Asset Management | 0.00% | New | 7,073 | $384K |
| Swmg, LLC | 0.17% | Reduce -4.5% | 7,072 | $384K |
| SteelPeak Wealth, LLC | 0.02% | New | 7,051 | $382K |
| Moors & Cabot, Inc. | 0.02% | New | 6,907 | $375K |
| First Foundation Advisors | 0.01% | Reduce -37.2% | 6,900 | $374K |
| Marcum Wealth, LLC | 0.04% | Reduce -1.0% | 6,772 | $367K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +4.4% | 6,771 | $367K |
| Northern Trust Corp. | 0.00% | New | 6,764 | $367K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -4.2% | 6,677 | $362K |
| Intrepid Financial Planning Group LLC | 0.15% | New | 6,574 | $357K |
| Navis Wealth Advisors, LLC | 0.43% | New | 6,570 | $356K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -89.9% | 7,364 | $346K |
| Lifeworks Advisors, LLC | 0.10% | Add +1.1% | 6,351 | $344K |
| IAM Advisory, LLC | 0.09% | Add +2.2% | 6,343 | $344K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,308 | $342K |
| Verus Capital Partners, LLC | 0.04% | Reduce -0.8% | 6,210 | $337K |
| Smith Anglin Financial, LLC | 0.03% | New | 6,149 | $334K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +2.7% | 6,125 | $332K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 6,097 | $331K |
| Mendel Capital Management LLC | 0.21% | New | 5,988 | $325K |
| Saxony Capital Management, LLC | 0.39% | New | 5,937 | $322K |
| Keybank National Association | 0.00% | No change | 5,739 | $311K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | Reduce -27.5% | 5,685 | $308K |
| Bridge Advisory, LLC | 0.15% | New | 5,665 | $307K |
| Country Club Bank | 0.02% | New | 5,630 | $305K |
| Creative Planning | 0.00% | Reduce -13.1% | 5,564 | $302K |
| CVA Family Office, LLC | 0.05% | Add +38.3% | 5,539 | $300K |
| Private Wealth Strategies, L.L.C. | 0.06% | New | 5,500 | $298K |
| Aft, Forsyth & Company, Inc. | 0.17% | New | 5,473 | $297K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,426 | $294K |
| Continuum Advisory, LLC | 0.04% | Add +14.4% | 5,418 | $289K |
| Magnus Financial Group LLC | 0.03% | New | 5,329 | $289K |
| Perissos Private Wealth Management, LLC | 0.26% | — | 5,201 | $282K |
| Merit Financial Group, LLC | 0.01% | New | 5,272 | $278K |
| Hexagon Capital Partners LLC | 0.06% | Add +1.5% | 5,127 | $278K |
| Tritonpoint Wealth, LLC | 0.03% | Add +56.3% | 8,575 | $276K |
| Aurora Private Wealth, Inc. | 0.24% | Add +2.2% | 5,067 | $273K |
| ELCO Management Co., LLC | 0.17% | New | 5,000 | $271K |
| Fielder Capital Group LLC | 0.12% | New | 5,000 | $271K |
| Arkadios Wealth Advisors | 0.02% | New | 4,965 | $269K |
| Canvas Wealth Advisors, LLC | 0.09% | New | 5,120 | $267K |
| Jupiter Wealth Management LLC | 0.14% | No change | 5,000 | $266K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 4,808 | $261K |
| Level Four Advisory Services, LLC | 0.01% | Add +12.0% | 5,203 | $260K |
| Asset Allocation Strategies LLC | 0.09% | New | 4,770 | $259K |
| Clarus Wealth Advisors | 0.14% | New | 4,784 | $256K |
| Cozad Asset Management Inc. | 0.03% | Add +0.0% | 4,700 | $255K |
| Tranquility Partners, LLC | 0.10% | Add +4.8% | 4,679 | $254K |
| FSC Wealth Advisors, LLC | 0.18% | Add +61.7% | 4,676 | $254K |
| Coordinated Financial Services, Inc. | 0.22% | — | 4,666 | $253K |
| Autumn Glory Partners, LLC | 0.12% | No change | 4,625 | $251K |
| Fortitude Advisory Group L.L.C. | 0.14% | New | 4,572 | $248K |
| Harbor Investment Advisory, LLC | 0.03% | Add +656.1% | 4,491 | $244K |
| Personal Cfo Solutions, LLC | 0.04% | New | 4,463 | $242K |
| Family Investment Center, Inc. | 0.08% | Reduce -42.2% | 4,434 | $241K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -2.6% | 4,308 | $234K |
| Wellington Shields Capital Management, LLC | 0.04% | Reduce -21.8% | 4,300 | $233K |
| Capital Market Strategies LLC | 0.18% | New | 4,257 | $231K |
| Samalin Investment Counsel, LLC | 0.11% | Add +0.5% | 4,253 | $231K |
| Wolverine Trading, LLC | 0.00% | New | 4,242 | $230K |
| MJP Associates Inc. | 0.05% | New | 4,235 | $230K |
| Advisor OS, LLC | 0.03% | New | 4,235 | $230K |
| Gateway Wealth Partners, LLC | 0.08% | New | 4,217 | $229K |
| Financial Guidance Group, Inc. | 0.15% | New | 4,187 | $227K |
| Fermata Advisors, LLC | 0.05% | New | 4,127 | $224K |
| Stratos Investment Management, LLC | 0.02% | No change | 4,103 | $223K |
| Foundations Investment Advisors, LLC | 0.01% | New | 4,102 | $223K |
| Adero Partners, LLC | 0.02% | New | 4,090 | $222K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 4,080 | $221K |
| Central Pacific Bank - Trust Division | 0.03% | — | 4,100 | $221K |
| Wealthspire Retirement, LLC | 0.02% | New | 4,025 | $218K |
| Wealth Management Partners, LLC | 0.11% | New | 3,951 | $214K |
| Granite Harbor Advisors, Inc. | 0.14% | New | 3,902 | $212K |
| Ridgecrest Wealth Partners, LLC | 0.13% | New | 3,900 | $212K |
| Bfsg, LLC | 0.03% | Add +18.8% | 3,800 | $206K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.0% | 3,129 | $170K |
| Caitlin John, LLC | 0.12% | Add +4.0% | 3,009 | $163K |
| ICA Group Wealth Management, LLC | 0.03% | Add +64.7% | 2,990 | $162K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -50.7% | 2,927 | $158K |
| Sound Income Strategies, LLC | 0.01% | Add +14.2% | 2,654 | $144K |
| Global Trust Asset Management, LLC | 0.06% | Add +225.6% | 2,605 | $141K |
| Glen Eagle Advisors, LLC | 0.03% | Add +1675.5% | 2,468 | $134K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -3.6% | 2,396 | $130K |
| Security National Bank | 0.02% | New | 2,358 | $128K |
| Avior Wealth Management, LLC | 0.01% | Add +0.5% | 2,218 | $120K |
| Versant Capital Management, Inc | 0.03% | Add +910.6% | 2,183 | $118K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -56.6% | 1,985 | $108K |
| Capital Advisors, Ltd. LLC | 0.01% | New | 1,842 | $100K |
| Creekmur Asset Management LLC | 0.03% | Reduce -68.5% | 1,794 | $97K |
| HBC Financial Services, PLLC | 0.07% | Add +26.7% | 1,900 | $97K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -14.9% | 1,751 | $94K |
| Trust Co. of Vermont | 0.01% | New | 1,701 | $92K |
| Balefire, LLC | 0.03% | No change | 1,700 | $92K |
| TrinityBridge Ltd | 0.00% | No change | 1,477 | $80K |
| Retirement Group, LLC | 0.03% | Add +239.8% | 1,410 | $76K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -87.0% | 1,228 | $67K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,095 | $59K |
| TD Private Client Wealth LLC | 0.00% | Add +211.8% | 1,032 | $56K |
| Wellington Shields & Co., LLC | 0.02% | Reduce -17.0% | 1,000 | $54K |
| Front Row Advisors LLC | 0.02% | Add +54.3% | 980 | $53K |
| Private Trust Co. NA | 0.01% | No change | 977 | $53K |
| UMB Bank, n.a. | 0.00% | No change | 936 | $51K |
| Headlands Technologies LLC | 0.01% | Reduce -66.4% | 928 | $50K |
| Roble, Belko & Company, Inc | 0.01% | No change | 871 | $47K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -52.7% | 786 | $43K |
| Global Wealth Strategies & Associates | 0.02% | Add +36.4% | 750 | $41K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 740 | $40K |
| Independence Bank of Kentucky | 0.01% | No change | 720 | $39K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +9.7% | 713 | $39K |
| Allworth Financial LP | 0.00% | Reduce -42.7% | 681 | $37K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +55.1% | 605 | $33K |
| Clear Point Advisors Inc. | 0.02% | Add +2.3% | 537 | $29K |
| Operose Advisors LLC | 0.01% | New | 460 | $25K |
| Macroview Investment Management LLC | 0.03% | Add +1.1% | 445 | $24K |
| Fifth Third Bancorp | 0.00% | New | 432 | $23K |
| Heritage Wealth Advisors | 0.00% | New | 400 | $22K |
| Venturi Wealth Management, LLC | 0.00% | Add +6.5% | 360 | $20K |
| Valley National Advisers Inc. | 0.00% | Reduce -26.4% | 354 | $19K |
| Bessemer Group Inc. | 0.00% | No change | 341 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +50.5% | 310 | $17K |
| Raleigh Capital Management Inc. | 0.01% | No change | 300 | $16K |
| Barclays PLC | 0.00% | New | 290 | $16K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 285 | $15K |
| Core Wealth Advisors, Inc. | 0.01% | No change | 281 | $15K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 278 | $15K |
| LGT Financial Advisors LLC | 0.01% | Add +0.4% | 231 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -84.5% | 228 | $12K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $11K |
| Paladin Advisory Group, LLC | 0.01% | No change | 197 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 189 | $10K |
| Blue Trust, Inc. | 0.00% | New | 178 | $10K |
| First PREMIER Bank | 0.00% | Add +227.3% | 144 | $8K |
| Glassman Wealth Services | 0.00% | New | 140 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 143 | $7K |
| Avion Wealth | 0.00% | No change | 100 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 97 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 100 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 100 | $5K |
| FMR LLC | 0.00% | Add +525.0% | 75 | $4K |
| Colonial Trust Advisors | 0.00% | New | 73 | $4K |
| WR Wealth Planners, LLC | 0.00% | New | 71 | $4K |
| Chesapeake Asset Management LLC | 0.00% | Add +23.9% | 57 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -91.2% | 39 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 34 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | Add +4.0% | 26 | $1K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 25 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 10 | $1K |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.