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Institutions Holding JEPI (1390 holders)

1390 institutions currently hold JEPI, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
MORGAN STANLEY$2.7B0.16%
BANK OF AMERICA CORP /DE/$1.8B0.13%
WELLS FARGO & COMPANY/MN$927.1M0.17%
JPMORGAN CHASE & CO$683.0M0.04%
ENVESTNET ASSET MANAGEMENT INC$632.9M0.17%
RAYMOND JAMES FINANCIAL INC$484.9M0.15%
ROYAL BANK OF CANADA$474.2M0.08%
LPL Financial LLC$409.5M0.11%
Nationwide Fund Advisors$391.7M17.14%
UBS Group AG$383.7M0.06%
Cetera Investment Advisers$344.8M0.37%
OSAIC HOLDINGS, INC.$307.2M0.45%
COMMONWEALTH EQUITY SERVICES, LLC$247.4M0.35%
RiverFront Investment Group, LLC$238.5M3.69%
JONES FINANCIAL COMPANIES LLLP$169.0M0.08%
CIBC Bancorp USA Inc.$166.7M0.22%
HighTower Advisors, LLC$165.6M0.18%
STIFEL FINANCIAL CORP$159.9M0.15%
Janney Montgomery Scott LLC$158.7M0.39%
MML INVESTORS SERVICES, LLC$155.4M0.43%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$149.6M0.09%
Confluence Wealth Services, Inc.$133.6M5.18%
Equitable Holdings, Inc.$116.4M0.75%
Bank of New York Mellon Corp$116.2M0.02%
Cornerstone Advisory, LLC$115.1M10.90%
PNC FINANCIAL SERVICES GROUP, INC.$109.4M0.06%
Kestra Advisory Services, LLC$104.3M0.39%
Cambridge Investment Research Advisors, Inc.$100.8M0.26%
Rockefeller Capital Management L.P.$97.1M0.17%
FIRST FOUNDATION ADVISORS$89.3M3.60%
CAPITAL ADVISORS INC/OK$87.5M1.41%
Enstar Group LTD$87.2M40.13%
Hamilton Capital, LLC$80.5M4.17%
Prosperity Consulting Group, LLC$77.7M3.46%
CWM, LLC$77.6M0.20%
Allworth Financial LP$73.3M0.30%
Atlantic Union Bankshares Corp$72.5M1.39%
Clearstead Advisors, LLC$70.0M0.64%
Focus Partners Wealth$61.6M0.07%
Steward Partners Investment Advisory, LLC$58.8M0.30%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$57.9M0.01%
FRANKLIN RESOURCES INC$57.1M0.01%
TRUIST FINANCIAL CORP$56.4M0.08%
CARY STREET PARTNERS FINANCIAL LLC$55.3M1.37%
Traynor Capital Management, Inc.$55.3M3.24%
SHP Wealth Management$53.4M4.03%
Pinnacle Financial Partners, Inc.$52.5M0.40%
Brookstone Capital Management$51.1M0.58%
HUB Investment Partners, LLC$47.4M1.13%
NOTTINGHAM ADVISORS, INC.$46.3M5.96%
Apollon Wealth Management, LLC$45.6M0.74%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$43.4M0.09%
Kathmere Capital Management, LLC$42.8M2.64%
Baird Financial Group, Inc.$41.4M0.06%
OAKWORTH CAPITAL, INC.$41.2M2.18%
PINNACLE ASSOCIATES LTD$40.7M0.52%
Beacon Pointe Advisors, LLC$40.2M0.21%
MAI Capital Management$38.8M0.22%
CITADEL ADVISORS LLC$38.7M0.01%
&PARTNERS$37.3M0.18%
Lebenthal Global Advisors, LLC$36.6M5.33%
KESTRA PRIVATE WEALTH SERVICES, LLC$36.5M0.45%
FIRST FINANCIAL BANK - TRUST DIVISION$36.1M2.91%
Mariner, LLC$34.5M0.04%
STEPHENS INC /AR/$34.5M0.43%
Arkadios Wealth Advisors$34.4M0.56%
Coastal Bridge Advisors, LLC$33.8M2.39%
Cerity Partners LLC$31.0M0.04%
Waverly Advisors, LLC$30.9M0.23%
Capital Investment Advisors, LLC$30.7M0.45%
Bouchey Financial Group Ltd$30.6M2.24%
Integrated Wealth Concepts LLC$30.3M0.24%
RATIONAL ADVISORS, INC.$30.3M3.09%
CORNERSTONE ENTERPRISES, LLC$30.3M15.05%
Sterling Investment Counsel, LLC$30.2M8.46%
J.W. COLE ADVISORS, INC.$29.8M1.00%
BOKF, NA$28.5M0.44%
Prime Capital Investment Advisors, LLC$28.4M0.33%
Horizon Advisory Services, Inc.$28.1M14.36%
Sanctuary Advisors, LLC$27.5M0.15%
CITIGROUP INC$26.9M0.01%
Midwest Trust Co$26.7M0.33%
DAVENPORT & Co LLC$26.6M0.14%
Aptus Capital Advisors, LLC$26.3M0.21%
Wagner Wealth Management, LLC$26.3M5.31%
Lido Advisors, LLC$26.3M0.08%
Prospera Financial Services Inc$26.1M0.42%
New York Life Investment Management LLC$25.9M0.22%
ELEVATION POINT WEALTH PARTNERS, LLC$24.7M0.57%
ORRSTOWN FINANCIAL SERVICES INC$24.5M4.11%
HBW ADVISORY SERVICES LLC$24.5M2.59%
Vestmark Advisory Solutions, Inc.$24.5M0.27%
Wealthcare Advisory Partners LLC$23.7M0.46%
FUKOKU MUTUAL LIFE INSURANCE Co$23.5M1.54%
Pinnacle Wealth Management Advisory Group, LLC$23.3M1.60%
PRINCIPAL SECURITIES, INC.$23.3M0.34%
Curran Financial Partners, LLC$23.0M4.12%
Melia Wealth LLC$22.8M11.06%
Avantax Planning Partners, Inc.$22.4M0.62%
CHOREO, LLC$22.4M0.27%
Hilton Capital Management, LLC$22.2M1.68%
Apella Capital, LLC$22.1M0.33%
CAPTRUST FINANCIAL ADVISORS$21.9M0.04%
Global Wealth Management Investment Advisory, Inc.$21.9M3.43%
TigerOak Management, L.L.C.$21.7M6.84%
Chicago Partners Investment Group LLC$21.4M0.48%
GREAT VALLEY ADVISOR GROUP, INC.$20.2M0.37%
Beacon Financial Advisory LLC$20.0M4.52%
Rezny Wealth Management, Inc.$20.0M4.30%
ROTHSCHILD INVESTMENT LLC$19.8M1.04%
FIFTH THIRD BANCORP$19.7M0.04%
MERCER GLOBAL ADVISORS INC /ADV$19.6M0.03%
Cooper Financial Group$19.4M1.96%
EP Wealth Advisors, LLC$18.3M0.09%
AdvisorNet Financial, Inc$18.3M0.94%
Farther Finance Advisors, LLC$18.1M0.17%
HUNTINGTON NATIONAL BANK$18.1M0.10%
HARBOUR INVESTMENTS, INC.$18.1M0.28%
JANE STREET GROUP, LLC$17.9M0.00%
Patriot Financial Group Insurance Agency, LLC$17.8M1.00%
Tenzing Financial LLC$17.8M13.36%
Advisory Services Network, LLC$17.8M0.24%
OPPENHEIMER & CO INC$17.6M0.21%
Steele Capital Management, Inc.$17.5M0.73%
TOBIAS FINANCIAL ADVISORS, INC.$17.3M2.41%
AE Wealth Management LLC$17.3M0.09%
Bernardo Wealth Planning LLC$17.3M3.38%
THOROUGHBRED FINANCIAL SERVICES, LLC$17.2M1.03%
Americana Partners, LLC$17.1M0.44%
MGO ONE SEVEN LLC$16.7M0.34%
Capital Investment Advisory Services, LLC$16.7M1.22%
Columbus Macro, LLC$16.6M1.78%
Requisite Capital Management, LLC$16.6M3.09%
Cresset Asset Management, LLC$16.5M0.07%
Orion Porfolio Solutions, LLC$16.4M0.14%
1 NORTH WEALTH SERVICES LLC$16.3M5.88%
SFMG, LLC$16.2M1.10%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.2M0.10%
BLAIR WILLIAM & CO/IL$16.1M0.05%
Creative Planning$15.9M0.01%
FAGAN ASSOCIATES, INC.$15.9M2.21%
St. Clair Advisors, LLC$15.9M4.22%
D.A. DAVIDSON & CO.$15.7M0.10%
ADVISORS MANAGEMENT GROUP INC /ADV$15.7M2.87%
PATTEN & PATTEN INC/TN$15.6M0.94%
Mountain Capital Investment Advisors Inc.$15.6M2.32%
Stratos Investment Management, LLC$15.5M0.62%
Everest Financial Group LLC$15.2M2.51%
Wealthfront Advisers LLC$15.2M0.03%
Tradition Wealth Management, LLC$15.1M1.08%