Who owns JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF?
- Ticker: JEPQ
- CUSIP Number: 46654q203
Tip: Access positions for across all investors
Analyze quarterly positions in Jpmorgan Nasdaq Equity Premium Income Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Jpmorgan Nasdaq Equity Premium Income Etf stock
Who bought or sold JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 10M | $556M | 400% | Mar 2024 |
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| Jpmorgan Chase & Co | 10M | $543M | 19% | Mar 2024 |
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| LPL Financial | 6.2M | $336M | 70% | Mar 2024 |
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| Bank of America Corporation | 4.5M | $243M | 91% | Mar 2024 |
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| Wells Fargo & Company | 4.1M | $224M | 48% | Mar 2024 |
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| UBS Group | 3.1M | $170M | 31% | Mar 2024 |
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| Envestnet Asset Management | 2.7M | $146M | -10% | Mar 2024 |
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| Advisor Group Holdings | 2.4M | $130M | 26% | Mar 2024 |
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| Marks Wealth | 2.2M | $117M | 100% | Mar 2024 |
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| RiverFront Investment Group | 2.1M | $116M | 8% | Mar 2024 |
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| Royal Bank of Canada | 2.0M | $108M | 17% | Mar 2024 |
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| Commonwealth Equity Services | 1.5M | $82M | 5% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.1M | $61M | 44% | Mar 2024 |
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| Global Assets Advisory | 1.1M | $21M | 100% | Mar 2024 |
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| Hilton Capital Management | 889k | $48M | 1% | Mar 2024 |
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| Raymond James & Associates | 858k | $47M | 12% | Mar 2024 |
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| Janney Montgomery Scott | 850k | $46M | 11% | Mar 2024 |
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| Jane Street | 794k | $43M | 7463% | Mar 2024 |
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| Private Advisor | 722k | $39M | 26% | Mar 2024 |
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| Requisite Capital Management | 656k | $36M | 15% | Mar 2024 |
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| Lebenthal Global Advisors | 574k | $31M | 0% | Mar 2024 |
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| HighTower Advisors | 536k | $29M | 9% | Mar 2024 |
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| Branch Banking & Trust Company | 508k | $28M | -4% | Mar 2024 |
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| Kestra Advisory Services | 491k | $25M | 35% | Dec 2023 |
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| Capital Advisors | 473k | $26M | 0% | Mar 2024 |
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| New York Life Investment Management | 464k | $25M | -41% | Mar 2024 |
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| Stifel Financial | 431k | $23M | 22% | Mar 2024 |
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| Delta Investment Management | 396k | $22M | 2% | Mar 2024 |
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| Socha Financial Group | 392k | $21M | 2% | Mar 2024 |
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| Wright Fund Managment | 376k | $20M | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 364k | $20M | 29% | Mar 2024 |
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| Baird Financial | 359k | $18M | 448% | Dec 2023 |
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| Prime Capital Investment Advisors | 340k | $17M | -35% | Dec 2023 |
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| Eldridge Investment Advisors | 331k | $18M | 10% | Mar 2024 |
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| Atria Wealth Solutions | 325k | $18M | 26% | Mar 2024 |
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| CWM | 291k | $16M | 35% | Mar 2024 |
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| Robertson Stephens Wealth Management | 284k | $15M | 58% | Mar 2024 |
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| MADDEN SECURITIES Corp | 279k | $15M | 5% | Mar 2024 |
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| Apollon Wealth Management | 277k | $15M | 265% | Mar 2024 |
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| JNB Advisors | 272k | $15M | 31% | Mar 2024 |
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| Citigroup | 271k | $15M | 100% | Mar 2024 |
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| Teamwork Financial Advisors | 266k | $14M | 25% | Mar 2024 |
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| Lee Johnson Capital Management | 265k | $14M | -67% | Mar 2024 |
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| Centaurus Financial | 261k | $14M | 1301% | Mar 2024 |
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| Marshall Financial Group | 260k | $14M | 120% | Mar 2024 |
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| Cambridge Investment Research Advisors | 250k | $14M | 27% | Mar 2024 |
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| Rockefeller Capital Management | 243k | $12M | 8% | Dec 2023 |
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| Capital Analysts | 235k | $13M | 12% | Mar 2024 |
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| Evergreen Wealth Solutions | 234k | $13M | 5% | Mar 2024 |
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| Cornerstone Advisory | 233k | $13M | 15% | Mar 2024 |
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| Bernardo Wealth Planning | 229k | $12M | 2% | Mar 2024 |
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| Orion Portfolio Solutions | 224k | $12M | 4% | Mar 2024 |
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| Second Half Financial Partners | 218k | $12M | -1% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 217k | $12M | 21% | Mar 2024 |
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| Reitz Capital Advisors | 216k | $12M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 215k | $12M | 127% | Mar 2024 |
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| Ellis Investment Partners | 207k | $11M | 19% | Mar 2024 |
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| Hilltop Wealth Advisors | 202k | $11M | -3% | Mar 2024 |
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| Derbend Asset Management | 198k | $11M | 9% | Mar 2024 |
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| Wick Capital Partners | 188k | $10M | 122% | Mar 2024 |
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| PSI Advisors | 176k | $9.5M | 68% | Mar 2024 |
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| WCG Wealth Advisors | 175k | $9.5M | -30% | Mar 2024 |
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| Howard Capital Management | 173k | $9.4M | 44% | Mar 2024 |
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| We Are One Seven | 167k | $8.3M | 17% | Dec 2023 |
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| Cary Street Partners Asset Management | 163k | $8.9M | 4% | Mar 2024 |
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| Beta Wealth | 163k | $8.1M | 62% | Dec 2023 |
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| Pine Valley Investments Ltd Liability | 152k | $8.3M | -6% | Mar 2024 |
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| Fortress Wealth Group | 151k | $8.1M | 3% | Mar 2024 |
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| Prospera Financial Services | 145k | $7.2M | 46% | Dec 2023 |
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| Argent Trust | 142k | $7.7M | 25% | Mar 2024 |
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| Cambridge Advisors | 139k | $7.6M | 14% | Mar 2024 |
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| Childress Capital Advisors | 138k | $7.5M | 12% | Mar 2024 |
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| CIC Wealth | 137k | $7.4M | 8% | Mar 2024 |
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| Beacon Financial Advisory | 127k | $6.9M | 47% | Mar 2024 |
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| Goss Wealth Management | 123k | $6.7M | 61% | Mar 2024 |
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| Caerus Investment Advisors | 123k | $6.7M | -9% | Mar 2024 |
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| Stephens | 119k | $6.5M | 65% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 117k | $6.4M | 112% | Mar 2024 |
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| New England Private Wealth Advisors | 112k | $6.1M | 2% | Mar 2024 |
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| MBL Wealth | 112k | $6.1M | 25% | Mar 2024 |
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| Assetmark | 111k | $6.0M | 100% | Mar 2024 |
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| Financial Partners Group | 105k | $5.7M | 132% | Mar 2024 |
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| Dynamic Advisors Solutions | 105k | $5.7M | -17% | Mar 2024 |
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| David R. Rahn Inc. dba Avalon Capital Management | 103k | $5.6M | -1% | Mar 2024 |
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| StoneCrest Wealth Management | 103k | $5.6M | -8% | Mar 2024 |
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| Eagle Bluffs Wealth Management | 100k | $5.4M | 6% | Mar 2024 |
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| Prevail Innovative Wealth Advisors | 97k | $5.2M | 100% | Mar 2024 |
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| NewEdge Wealth | 95k | $4.9M | 395% | Mar 2024 |
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| Total Clarity Wealth Management | 94k | $5.1M | 25% | Mar 2024 |
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| TCG Advisory Services | 93k | $5.0M | 6% | Mar 2024 |
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| LLBH Private Wealth Management | 92k | $5.0M | 84% | Mar 2024 |
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| Blue Investment Partners | 91k | $4.9M | 41% | Mar 2024 |
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| H D Vest Advisory Services | 89k | $4.8M | 581% | Mar 2024 |
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| Principle Wealth Partners | 86k | $4.7M | 5% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 85k | $4.6M | 71% | Mar 2024 |
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| Mach-1 Financial Group | 84k | $4.6M | 6% | Mar 2024 |
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| High Net Worth Advisory Group | 84k | $4.5M | 31% | Mar 2024 |
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| Cobblestone Asset Management | 80k | $4.3M | 3% | Mar 2024 |
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| Eaton Financial Holdings Company | 80k | $4.3M | 2% | Mar 2024 |
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| RWQ Financial Management Services | 79k | $3.9M | 100% | Dec 2023 |
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| Ignite Planners | 79k | $4.2M | 5% | Mar 2024 |
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| Vienna Asset Management | 78k | $4.2M | 11% | Mar 2024 |
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| Sandbox Financial Partners | 76k | $4.1M | 134% | Mar 2024 |
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| Hennion & Walsh Asset Management | 76k | $4.1M | 8% | Mar 2024 |
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| Brian McDonald | 76k | $4.1M | 122% | Mar 2024 |
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| Wealthfront Advisers | 74k | $4.0M | 80% | Mar 2024 |
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| Citadel Advisors | 72k | $3.9M | -14% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 72k | $3.9M | 62% | Mar 2024 |
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| Fagan Associates | 69k | $3.8M | 25% | Mar 2024 |
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| Thoroughbred Financial Services | 69k | $3.7M | -23% | Mar 2024 |
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| Lake Street Financial | 68k | $3.7M | 39% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 68k | $3.7M | 57% | Mar 2024 |
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| Integrated Wealth Concepts | 67k | $3.6M | 109% | Mar 2024 |
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| Kingsview Wealth Management | 67k | $3.6M | 29% | Mar 2024 |
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| Consilium Wealth Advisory | 67k | $3.6M | 6% | Mar 2024 |
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| Venture Visionary Partners | 64k | $3.5M | 138% | Mar 2024 |
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| Wolverine Trading | 64k | $3.5M | 100% | Mar 2024 |
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| Cascade Wealth Advisors | 63k | $3.4M | 100% | Mar 2024 |
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| Milestone Asset Management | 62k | $3.4M | 100% | Mar 2024 |
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| Advisory Resource Group | 60k | $3.3M | -2% | Mar 2024 |
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| Davenport & Co | 60k | $3.2M | 15% | Mar 2024 |
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| InterOcean Capital Group | 59k | $2.9M | 100% | Dec 2023 |
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| Stratos Wealth Partners | 58k | $3.2M | 33% | Mar 2024 |
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| Hilltop Holdings | 56k | $3.0M | 2% | Mar 2024 |
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| Envestnet Portfolio Solutions | 55k | $3.0M | 30% | Mar 2024 |
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| Masso Torrence Wealth Management | 55k | $3.0M | 10% | Mar 2024 |
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| SlateStone Wealth | 53k | $2.9M | 0% | Mar 2024 |
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| Oppenheimer & Co | 52k | $2.8M | 74% | Mar 2024 |
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| Silver Oak Securities | 51k | $2.8M | 12% | Mar 2024 |
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| Wealth Advisors of Iowa | 51k | $2.7M | 10% | Mar 2024 |
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| Wealthcare Advisory Partners | 50k | $2.7M | 100% | Mar 2024 |
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| Verity Asset Management | 50k | $2.5M | -27% | Dec 2023 |
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| Whitford Management | 49k | $2.7M | 0% | Mar 2024 |
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| Susquehanna International | 47k | $2.6M | 100% | Mar 2024 |
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| Smith, Moore & Co. | 47k | $2.6M | 43% | Mar 2024 |
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| Axxcess Wealth Management | 46k | $2.3M | 275% | Dec 2023 |
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| ORBA Wealth Advisors | 46k | $2.5M | 3% | Mar 2024 |
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| Princeton Global Asset Management | 45k | $2.5M | 8% | Mar 2024 |
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| Great Valley Advisor Group | 45k | $2.4M | 428% | Mar 2024 |
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| Perennial Investment Advisors | 44k | $2.4M | 20% | Mar 2024 |
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| Meridian Financial Partners | 44k | $2.3M | -34% | Mar 2024 |
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| Franklin Resources | 44k | $2.4M | -5% | Mar 2024 |
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| Gries Financial | 43k | $2.3M | 100% | Mar 2024 |
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| Tradition Wealth Management | 43k | $2.3M | 0% | Mar 2024 |
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| Prosperity Financial Group | 42k | $2.3M | -33% | Mar 2024 |
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| Wedbush Morgan Securities | 42k | $2.1M | 121% | Dec 2023 |
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| Kennedy Investment Group | 42k | $2.3M | 100% | Mar 2024 |
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| Carr Financial Group Corp | 42k | $2.3M | 739% | Mar 2024 |
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| Secured Retirement Advisors | 41k | $2.2M | 1% | Mar 2024 |
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| Wagner Wealth Management | 38k | $2.1M | -28% | Mar 2024 |
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| Aptus Capital Advisors | 30k | $1.6M | -86% | Mar 2024 |
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| AE Wealth Management | 30k | $1.6M | -94% | Mar 2024 |
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| Cutler | 25k | $1.4M | -60% | Mar 2024 |
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| Ameritas Advisory Services | 15k | $760k | -74% | Dec 2023 |
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| National Asset Management | 7.4k | $346k | -90% | Mar 2024 |
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Who sold out of Jpmorgan Nasdaq Equity Premium Income Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Moloney Securities Asset Management | Dec 2023 | 98k | $4.9M |
| AlphaStar Capital Management | Dec 2023 | 74k | $3.7M |
| Advisor Resource Council | Dec 2023 | 63k | $3.2M |
| FDx Advisors | Sep 2023 | 42k | $2.0M |
| Kovack Advisors | Dec 2023 | 41k | $2.0M |