Signals

← Signals

☆JEPQ

782 in-universe funds with a nonzero position in JEPQ within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#287
Score / z0.762 / 0.96
Consensus265.35 over 572 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+111% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,586.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,081.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 713.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 605.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 411.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 212.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 207.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 204.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 201.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 190.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 156.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 140.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 105.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 91.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 70.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 65.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 62.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 56.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 52.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 52.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 52.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 49.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 48.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 46.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 42.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 38.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 37.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 34.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 34.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 31.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 31.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 29.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 29.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 26.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 25.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 25.3 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 24.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 24.6 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 24.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 24.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆James Reed Financial Services, Inc. CIK 0001911052 0.859 19 23.3 21.1% 1 +21.1 pp +21.1 pp +21.1 pp +21.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 22.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 21.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 20.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 20.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 18.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 17.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 17.5 7.6% 2 +0.9 pp +7.6 pp +7.6 pp +7.6 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 17.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 17.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 15.4 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 14.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 14.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 13.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 13.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Argent Trust Co CIK 0001625292 0.533 769 13.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 13.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 13.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 12.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 12.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 12.0 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 11.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 11.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 10.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 10.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 10.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 9.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 9.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 9.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 9.2 7.0% 2 -0.7 pp +7.0 pp +7.0 pp +7.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 9.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 8.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 8.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 8.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 8.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 8.4 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 8.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 8.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 7.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 7.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 7.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 7.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 7.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 7.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 7.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 6.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 6.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 6.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 6.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 6.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 6.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 6.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 6.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 6.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 6.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 5.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 5.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 5.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 5.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 5.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 5.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 5.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 5.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 5.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 5.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 5.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 4.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 3.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆JT Stratford LLC CIK 0001689013 0.376 321 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just JEPQ). Qtrs Held counts distinct quarters this fund has actually held JEPQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JEPQ position size. Δ columns are the percentage-point change in JEPQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status