Signals

← Signals

☆JEPQ

989 in-universe funds with a nonzero position in JEPQ within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#277
Score / z0.720 / 1.01
Consensus299.19 over 632 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 1,375.8 0.1% 3 -0.0 pp -0.0 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 1,308.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 865.0 0.2% 3 -0.0 pp -0.0 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 740.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 476.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 292.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 237.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 228.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 225.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 199.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 196.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 167.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 164.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 118.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 114.0 1.9% 3 -0.8 pp -0.9 pp +1.9 pp +1.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 111.7 0.8% 3 +0.5 pp +0.5 pp +0.8 pp +0.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 99.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 78.1 0.2% 2 +0.0 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 74.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 66.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 65.2 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 62.2 4.7% 3 -0.3 pp -0.3 pp +4.7 pp +4.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 58.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 48.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 42.9 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 38.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 38.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 38.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 36.0 11.8% 3 +0.1 pp +2.6 pp +11.8 pp +11.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 35.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 35.6 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 35.4 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 34.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 34.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 34.2 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 33.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 30.6 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 30.1 4.6% 3 -0.5 pp -4.0 pp +4.6 pp +4.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 29.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 28.9 7.3% 2 +0.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 27.2 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 26.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆James Reed Financial Services, Inc. CIK 0001911052 0.859 19 25.6 20.5% 3 -0.8 pp -0.6 pp +20.5 pp +20.5 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 22.4 2.1% 3 +0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 20.9 0.6% 3 -0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 20.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 19.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 18.5 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 18.5 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 18.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 17.6 6.3% 4 -0.3 pp -1.2 pp -0.3 pp +6.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 17.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 17.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 16.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 15.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 14.6 3.2% 3 -0.0 pp -0.4 pp +3.2 pp +3.2 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 13.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 13.4 2.5% 3 -0.0 pp +0.9 pp +2.5 pp +2.5 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 12.9 3.9% 3 -0.4 pp -3.0 pp +3.9 pp +3.9 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 12.6 2.0% 3 -0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 12.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 12.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 12.1 2.3% 3 -0.0 pp +0.2 pp +2.3 pp +2.3 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 11.9 5.1% 3 +0.2 pp +0.5 pp +5.1 pp +5.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 11.9 0.6% 3 +0.3 pp +0.2 pp +0.6 pp +0.6 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 11.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆RWQ Financial Management Services, Inc. CIK 0001846544 0.140 24 11.4 5.3% 2 +5.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 11.4 2.6% 3 +0.1 pp +0.0 pp +2.6 pp +2.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 11.2 2.5% 3 -0.2 pp -0.4 pp +2.5 pp +2.5 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 10.9 6.7% 3 +0.1 pp +0.5 pp +6.7 pp +6.7 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 10.7 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 10.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 10.2 1.8% 3 -0.9 pp -1.1 pp +1.8 pp +1.8 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 9.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 9.1 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 9.1 5.9% 4 -0.3 pp -1.1 pp -1.7 pp +5.9 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 9.0 1.6% 3 -0.7 pp -0.7 pp +1.6 pp +1.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 8.9 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 8.9 0.5% 3 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 8.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 8.7 6.6% 3 -0.1 pp -0.5 pp +6.6 pp +6.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 8.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 8.3 3.1% 3 +0.6 pp +0.6 pp +3.1 pp +3.1 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 8.3 1.3% 3 -0.3 pp -0.7 pp +1.3 pp +1.3 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 8.2 2.2% 3 +0.5 pp +0.3 pp +2.2 pp +2.2 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 8.1 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 8.1 3.1% 3 +0.1 pp +0.5 pp +3.1 pp +3.1 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 8.0 1.4% 3 +0.0 pp +0.5 pp +1.4 pp +1.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 8.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 8.0 0.9% 3 +0.1 pp +0.4 pp +0.9 pp +0.9 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 7.8 3.4% 3 +0.1 pp +0.3 pp +3.4 pp +3.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 7.5 2.7% 3 -0.4 pp -0.4 pp +2.7 pp +2.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 7.4 1.0% 3 +0.1 pp +0.4 pp +1.0 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.2 0.4% 3 -0.5 pp -0.6 pp +0.4 pp +0.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 7.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 7.0 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆NFSG Corp CIK 0001879757 0.275 1245 7.0 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 6.9 3.3% 3 -0.0 pp +0.2 pp +3.3 pp +3.3 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 6.9 4.9% 3 -0.0 pp -0.2 pp +4.9 pp +4.9 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 6.8 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 6.8 1.6% 3 -0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 6.7 0.5% 4 -0.1 pp -0.3 pp -0.6 pp +0.5 pp
☆Cadence Bank CIK 0001299939 0.688 332 6.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 6.5 1.5% 3 +0.1 pp +0.3 pp +1.5 pp +1.5 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 6.5 0.5% 3 -0.2 pp +0.0 pp +0.5 pp +0.5 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 6.5 3.5% 3 +0.0 pp +0.1 pp +3.5 pp +3.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 6.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 6.4 3.6% 3 -1.4 pp -3.8 pp +3.6 pp +3.6 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 6.4 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 6.4 2.1% 3 +1.5 pp +0.9 pp +2.1 pp +2.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 6.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 6.2 2.1% 3 -0.6 pp -5.4 pp +2.1 pp +2.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 6.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 6.1 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.0 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 5.8 1.3% 3 -0.0 pp -0.9 pp +1.3 pp +1.3 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 5.7 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 5.7 2.1% 3 -0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 5.6 5.2% 2 -0.3 pp +5.2 pp +5.2 pp +5.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 5.5 3.1% 3 -0.1 pp -0.2 pp +3.1 pp +3.1 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 5.5 0.9% 1 +0.9 pp -0.2 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.8 0.8% 3 +0.0 pp +0.2 pp +0.8 pp +0.8 pp
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☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 4.6 2.5% 3 -0.0 pp +0.1 pp +2.5 pp +2.5 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Trajan Wealth LLC CIK 0001934415 0.705 152 4.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 4.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CHOREO, LLC CIK 0001679031 0.797 1690 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 4.0 2.7% 3 +1.3 pp +2.2 pp +2.7 pp +2.7 pp
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☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 3.7 1.7% 3 +0.5 pp +0.6 pp +1.7 pp +1.7 pp
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☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 -7.8 pp -4.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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