HoldingsChannel.com
Institutional Holders of JEQ
HolderAmountPosition Size
($ in 1000's)
 As of
1607 Capital Partners LLC3,269,810$18,769 12/31/2023
     JEQ3,269,810$18,769 12/31/2023
Allspring Global Investments Holdings LLC2,347,653$14,626 03/31/2024
     JEQ2,347,653$14,626 03/31/2024
Lazard Asset Management LLC1,391,296$7,986 12/31/2023
     JEQ1,391,296$7,986 12/31/2023
Karpus Management Inc.278,494$1,599 12/31/2023
     JEQ278,494$1,599 12/31/2023
City of London Investment Management Co. Ltd.148,291$851 12/31/2023
     JEQ148,291$851 12/31/2023
Baird Financial Group Inc.113,106$649 12/31/2023
     JEQ113,106$649 12/31/2023
Raymond James & Associates86,470$539 03/31/2024
     JEQ86,470$539 03/31/2024
Saba Capital Management L.P.93,721$538 12/31/2023
     JEQ93,721$538 12/31/2023
Successful Portfolios LLC82,473$514 03/31/2024
     JEQ82,473$514 03/31/2024
Bank of America Corp DE76,984$442 12/31/2023
     JEQ76,984$442 12/31/2023
Morgan Stanley71,872$413 12/31/2023
     JEQ71,872$413 12/31/2023
Millennium Management LLC67,453$387 12/31/2023
     JEQ67,453$387 12/31/2023
Matisse Capital57,853$360 03/31/2024
     JEQ57,853$360 03/31/2024
Shaker Financial Services LLC60,813$355 12/31/2023
     JEQ60,813$355 12/31/2023
Wolverine Asset Management LLC34,383$197 12/31/2023
     JEQ34,383$197 12/31/2023
LPL Financial LLC29,130$167 12/31/2023
     JEQ29,130$167 12/31/2023
Blue Bell Private Wealth Management LLC24,350$152 03/31/2024
     JEQ24,350$152 03/31/2024
Landscape Capital Management L.L.C.25,687$147 12/31/2023
     JEQ25,687$147 12/31/2023
Peapack Gladstone Financial Corp22,353$128 12/31/2023
     JEQ22,353$128 12/31/2023
Global Endowment Management LP21,511$123 12/31/2023
     JEQ21,511$123 12/31/2023
Relative Value Partners Group LLC20,963$120 12/31/2023
     JEQ20,963$120 12/31/2023
Dakota Wealth Management17,186$107 03/31/2024
     JEQ17,186$107 03/31/2024
Twin Focus Capital Partners LLC18,147$104 12/31/2023
     JEQ18,147$104 12/31/2023
The PNC Financial Services Group Inc.4,080$23 12/31/2023
     JEQ4,080$23 12/31/2023
Center for Financial Planning Inc.2,035$13 03/31/2024
     JEQ2,035$13 03/31/2024
JPMorgan Chase & Co.1,309$8 12/31/2023
     JEQ1,309$8 12/31/2023
Thomas J. Herzfeld Advisors Inc.1,343$8 12/31/2023
     JEQ1,343$8 12/31/2023
UBS Group AG820$5 12/31/2023
     JEQ820$5 12/31/2023
Wells Fargo & Company MN306$2 12/31/2023
     JEQ306$2 12/31/2023
Proequities Inc.0$0 03/31/2024
     JEQ0$0 03/31/2024

See All: Funds Holding JEQ
See Details: Top 10 Hedge Funds Holding JEQ
Also See: JEQ Insider Buying
Also See: JEQ Holdings Changes

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