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Who holds JEPI

J P MORGAN EXCHANGE TRADED F · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
MORGAN STANLEY48.7M$2.8B0.1%
BANK OF AMERICA CORP /DE/29.7M$1.7B0.1%
WELLS FARGO & COMPANY/MN17.3M$977.4M0.2%
ENVESTNET ASSET MANAGEMENT INC11.3M$638.9M0.2%
LPL Financial LLC10.4M$585.3M0.1%
RAYMOND JAMES FINANCIAL INC8.8M$495.6M0.1%
ROYAL BANK OF CANADA8.0M$452.9M0.1%
Cetera Investment Advisers6.9M$390.3M0.4%
UBS Group AG6.5M$369.0M0.0%
JPMORGAN CHASE & CO5.8M$329.5M0.0%
OSAIC HOLDINGS, INC.5.8M$327.3M0.4%
COMMONWEALTH EQUITY SERVICES, LLC3.9M$221.0M0.3%
RiverFront Investment Group, LLC3.5M$199.1M2.6%
JONES FINANCIAL COMPANIES LLLP3.4M$192.7M0.1%
MML INVESTORS SERVICES, LLC3.3M$187.5M0.4%
CIBC Bancorp USA Inc.2.9M$165.2M0.2%
Confluence Wealth Services, Inc.2.8M$159.2M4.6%
STIFEL FINANCIAL CORP2.8M$156.8M0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.7M$151.0M0.1%
Equitable Holdings, Inc.2.5M$142.4M0.9%
Janney Montgomery Scott LLC2.3M$132.7M0.3%
Bank of New York Mellon Corp2.3M$131.0M0.0%
Cornerstone Advisory, LLC2.1M$117.4M9.7%
PNC FINANCIAL SERVICES GROUP, INC.2.0M$115.2M0.1%
Kestra Advisory Services, LLC2.0M$115.0M0.4%
Cambridge Investment Research Advisors, Inc.1.9M$106.6M0.2%
Rockefeller Capital Management L.P.1.7M$95.8M0.1%
FAS Wealth Partners, Inc.1.7M$94.1M4.9%
FIRST FOUNDATION ADVISORS1.6M$88.6M3.2%
Enstar Group LTD1.5M$86.9M40.2%
Hamilton Capital, LLC1.5M$82.4M4.1%
Atlantic Union Bankshares Corp1.4M$79.4M1.3%
Prosperity Consulting Group, LLC1.4M$79.1M3.0%
Allworth Financial LP1.4M$76.4M0.3%
Clearstead Advisors, LLC1.2M$70.2M0.7%
Focus Partners Wealth1.2M$66.1M0.1%
NewEdge Advisors, LLC1.1M$62.0M0.2%
SHP Wealth Management1.0M$59.1M4.1%
Traynor Capital Management, Inc.1.0M$59.0M2.7%
FRANKLIN RESOURCES INC1.0M$57.8M0.0%
Foguth Wealth Management, LLC.998.7K$56.3M6.4%
Steward Partners Investment Advisory, LLC989.0K$55.9M0.3%
TRUIST FINANCIAL CORP963.1K$54.4M0.1%
Beacon Pointe Advisors, LLC917.3K$51.8M0.2%
Apollon Wealth Management, LLC911.8K$51.5M0.6%
CARY STREET PARTNERS FINANCIAL LLC883.1K$49.9M1.1%
Private Advisor Group, LLC875.3K$49.4M0.2%
HUB Investment Partners, LLC862.9K$48.7M0.9%
Kathmere Capital Management, LLC858.6K$48.5M2.6%
NOTTINGHAM ADVISORS, INC.720.9K$48.0M5.7%
Brookstone Capital Management840.6K$47.5M0.5%
Pinnacle Financial Partners, Inc.787.5K$44.5M0.3%
MAI Capital Management779.2K$44.0M0.2%
Oakworth Capital, Inc.762.0K$42.9M2.0%
First Financial Bank - Trust Division754.8K$42.4M3.1%
PINNACLE ASSOCIATES LTD728.7K$41.2M0.4%
Baird Financial Group, Inc.677.2K$38.2M0.1%
&PARTNERS664.5K$37.6M0.2%
KESTRA PRIVATE WEALTH SERVICES, LLC650.7K$36.8M0.4%
Horizon Advisory Services, Inc.643.1K$36.3M15.3%
Top Fund Holdings
13F
Top Fund Holdings

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