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 |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 8.4M | $422M | 53% | Dec 2023 |
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| Wells Fargo & Company | 2.8M | $139M | 102% | Dec 2023 |
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| UBS Group | 2.4M | $120M | 19% | Dec 2023 |
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| Bank of America Corporation | 2.3M | $117M | 3794% | Dec 2023 |
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| RiverFront Investment Group | 2.0M | $99M | 1% | Dec 2023 |
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| Advisor Group Holdings | 1.9M | $95M | 5% | Dec 2023 |
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| Royal Bank of Canada | 1.7M | $85M | 33% | Dec 2023 |
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| Commonwealth Equity Services | 1.4M | $72M | 19% | Dec 2023 |
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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 | 882k | $44M | 100% | Dec 2023 |
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| Raymond James & Associates | 858k | $47M | 12% | Mar 2024 |
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| New York Life Investment Management | 791k | $40M | -3% | Dec 2023 |
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| Janney Montgomery Scott | 769k | $38M | 9% | Dec 2023 |
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| Requisite Capital Management | 656k | $36M | 15% | Mar 2024 |
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| Lebenthal Global Advisors | 577k | $29M | 100% | Dec 2023 |
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| Private Advisor | 575k | $29M | 36% | Dec 2023 |
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| Branch Banking & Trust Company | 531k | $27M | 14% | Dec 2023 |
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| Kestra Advisory Services | 491k | $25M | 35% | Dec 2023 |
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| HighTower Advisors | 491k | $25M | 18% | Dec 2023 |
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| Capital Advisors | 474k | $24M | 100% | Dec 2023 |
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| AE Wealth Management | 466k | $24M | -7% | Dec 2023 |
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| Delta Investment Management | 387k | $19M | 681% | Dec 2023 |
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| Socha Financial Group | 387k | $19M | 0% | Dec 2023 |
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| Wright Fund Managment | 376k | $19M | 106% | Dec 2023 |
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| Baird Financial | 359k | $18M | 448% | Dec 2023 |
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| Stifel Financial | 353k | $18M | 46% | Dec 2023 |
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| Prime Capital Investment Advisors | 340k | $17M | -35% | Dec 2023 |
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| Eldridge Investment Advisors | 301k | $15M | 168% | Dec 2023 |
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| CWM | 291k | $16M | 35% | Mar 2024 |
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| Steward Partners Investment Advisory | 281k | $14M | 31% | Dec 2023 |
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| MADDEN SECURITIES Corp | 279k | $15M | 5% | 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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| Marshall Financial Group | 260k | $14M | 120% | Mar 2024 |
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| Atria Wealth Solutions | 258k | $13M | 23% | Dec 2023 |
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| Cambridge Investment Research Advisors | 250k | $14M | 27% | Mar 2024 |
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| WCG Wealth Advisors | 250k | $13M | -13% | Dec 2023 |
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| Rockefeller Capital Management | 243k | $12M | 8% | Dec 2023 |
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| Bernardo Wealth Planning | 224k | $11M | -7% | Dec 2023 |
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| Evergreen Wealth Solutions | 223k | $11M | 6% | Dec 2023 |
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| Second Half Financial Partners | 221k | $11M | 0% | Dec 2023 |
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| Reitz Capital Advisors | 216k | $12M | 0% | Mar 2024 |
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| Orion Portfolio Solutions | 216k | $11M | 94% | Dec 2023 |
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| Capital Analysts | 210k | $11M | 1% | Dec 2023 |
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| JNB Advisors | 208k | $10M | 96% | Dec 2023 |
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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 | 183k | $9.1M | -14% | Dec 2023 |
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| Robertson Stephens Wealth Management | 179k | $9.0M | 100% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 179k | $8.9M | 39% | Dec 2023 |
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| PSI Advisors | 176k | $9.5M | 68% | Mar 2024 |
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| We Are One Seven | 167k | $8.3M | 17% | Dec 2023 |
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| Beta Wealth | 163k | $8.1M | 62% | Dec 2023 |
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| Pine Valley Investments Ltd Liability | 162k | $8.1M | 33% | Dec 2023 |
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| Cary Street Partners Asset Management | 157k | $7.9M | 12% | Dec 2023 |
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| Fortress Wealth Group | 147k | $7.3M | 1572% | Dec 2023 |
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| Prospera Financial Services | 145k | $7.2M | 46% | Dec 2023 |
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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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| Caerus Investment Advisors | 123k | $6.7M | -9% | Mar 2024 |
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| Howard Capital Management | 120k | $6.0M | 9% | Dec 2023 |
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| Argent Trust | 114k | $5.7M | 82% | Dec 2023 |
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| MBL Wealth | 112k | $6.1M | 25% | Mar 2024 |
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| New England Private Wealth Advisors | 110k | $5.5M | 11% | Dec 2023 |
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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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| Moloney Securities Asset Management | 98k | $4.9M | 13% | Dec 2023 |
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| Mariner Wealth Advisors | 95k | $4.7M | 97% | Dec 2023 |
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| Total Clarity Wealth Management | 94k | $5.1M | 25% | Mar 2024 |
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| Thoroughbred Financial Services | 89k | $4.5M | 1056% | Dec 2023 |
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| TCG Advisory Services | 87k | $4.4M | 59% | Dec 2023 |
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| Principle Wealth Partners | 86k | $4.7M | 5% | Mar 2024 |
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| Beacon Financial Advisory | 86k | $4.3M | 37% | Dec 2023 |
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| Citadel Advisors | 84k | $4.2M | -44% | Dec 2023 |
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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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| Mach-1 Financial Group | 79k | $4.0M | 6% | Dec 2023 |
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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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| Sandbox Financial Partners | 76k | $4.1M | 134% | Mar 2024 |
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| Apollon Wealth Management | 76k | $3.8M | 10% | Dec 2023 |
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| Hennion & Walsh Asset Management | 76k | $4.1M | 8% | Mar 2024 |
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| Wealthfront Advisers | 74k | $4.0M | 80% | Mar 2024 |
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| AlphaStar Capital Management | 74k | $3.7M | 249% | Dec 2023 |
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| National Asset Management | 73k | $3.6M | 887% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 72k | $3.9M | 62% | Mar 2024 |
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| Vienna Asset Management | 70k | $3.5M | 100% | Dec 2023 |
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| Lake Street Financial | 68k | $3.7M | 39% | Mar 2024 |
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| Cascade Wealth Advisors | 63k | $3.4M | 100% | Mar 2024 |
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| Consilium Wealth Advisory | 63k | $3.1M | -4% | Dec 2023 |
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| Milestone Asset Management | 62k | $3.4M | 100% | Mar 2024 |
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| Advisory Resource Group | 61k | $3.1M | -3% | Dec 2023 |
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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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| Fagan Associates | 56k | $2.8M | 22% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 55k | $2.8M | 31% | Dec 2023 |
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| Hilltop Holdings | 55k | $2.7M | -2% | Dec 2023 |
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| Masso Torrence Wealth Management | 55k | $3.0M | 10% | Mar 2024 |
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| SlateStone Wealth | 53k | $2.7M | 100% | Dec 2023 |
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| Davenport & Co | 52k | $2.6M | 8% | Dec 2023 |
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| Kingsview Wealth Management | 52k | $2.6M | 6% | Dec 2023 |
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| Wealthcare Advisory Partners | 50k | $2.7M | 100% | Mar 2024 |
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| LLBH Private Wealth Management | 50k | $2.5M | 152% | Dec 2023 |
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| Verity Asset Management | 50k | $2.5M | -27% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 50k | $2.5M | 151% | Dec 2023 |
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| Whitford Management | 49k | $2.5M | 100% | Dec 2023 |
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| Axxcess Wealth Management | 46k | $2.3M | 275% | Dec 2023 |
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| Wealth Advisors of Iowa | 46k | $2.3M | 110% | Dec 2023 |
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| Franklin Resources | 46k | $2.3M | 1% | Dec 2023 |
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| Financial Partners Group | 45k | $2.3M | 38% | Dec 2023 |
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| Silver Oak Securities | 45k | $2.3M | 35% | Dec 2023 |
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| ORBA Wealth Advisors | 45k | $2.2M | 100% | Dec 2023 |
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| Meridian Financial Partners | 44k | $2.3M | -34% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 43k | $2.2M | 100% | Dec 2023 |
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| Tradition Wealth Management | 43k | $2.1M | 2% | Dec 2023 |
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| Envestnet Portfolio Solutions | 42k | $2.1M | 100% | Dec 2023 |
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| Princeton Global Asset Management | 42k | $2.1M | 25% | Dec 2023 |
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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 | 40k | $2.0M | 100% | Dec 2023 |
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| International Assets Investment Management | 40k | $2.2M | 14% | Mar 2024 |
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| Kingswood Wealth Advisors | 38k | $2.1M | -3% | Mar 2024 |
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| Wagner Wealth Management | 38k | $2.1M | -28% | Mar 2024 |
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| Nations Financial Group | 37k | $2.0M | 8% | Mar 2024 |
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| Joseph P. Lucia & Associates | 37k | $1.8M | -3% | Dec 2023 |
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| IFP Advisors | 37k | $1.8M | 29% | Dec 2023 |
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| JT Stratford | 35k | $1.8M | 1% | Dec 2023 |
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| Lifestyle Asset Management | 35k | $1.9M | 6% | Mar 2024 |
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| Bellevue Asset Management | 35k | $1.7M | 3081% | Dec 2023 |
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| Gill Capital Partners | 35k | $1.7M | 1% | Dec 2023 |
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| Benjamin Edwards | 35k | $1.7M | -5% | Dec 2023 |
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| Brookstone Capital Management | 34k | $1.8M | 120% | Mar 2024 |
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| Owen LaRue | 33k | $1.7M | 100% | Dec 2023 |
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| Purus Wealth Management | 33k | $1.8M | 1% | Mar 2024 |
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| Source Financial Advisors | 33k | $1.6M | 0% | Dec 2023 |
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| Mason & Associates | 32k | $1.8M | 110% | Mar 2024 |
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| Wealth Effects | 32k | $1.7M | 6% | Mar 2024 |
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| Grant/GrossMendelsohn | 32k | $1.7M | 188% | Mar 2024 |
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| William Blair $ Company | 31k | $1.6M | 2531% | Dec 2023 |
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| Clarity Wealth Advisors | 31k | $1.7M | 12% | Mar 2024 |
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| Signature Securities Group Corporation | 28k | $1.5M | 100% | Mar 2024 |
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| Lincoln National | 28k | $1.4M | 54% | Dec 2023 |
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| Semus Wealth Partners | 28k | $1.4M | 28% | Dec 2023 |
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| Richard W. Paul & Associates | 28k | $1.4M | 2% | Dec 2023 |
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| D'Orazio & Associates | 27k | $1.4M | 100% | Dec 2023 |
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| Venture Visionary Partners | 27k | $1.3M | 100% | Dec 2023 |
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| Cutler | 25k | $1.4M | -60% | Mar 2024 |
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| Crescent Grove Advisors | 22k | $1.1M | -31% | Dec 2023 |
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| Interchange Capital Partners | 20k | $953k | -56% | Dec 2023 |
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| Ameritas Advisory Services | 15k | $760k | -74% | Dec 2023 |
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| Jane Street | 11k | $524k | -80% | Dec 2023 |
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Who sold out of Jpmorgan Nasdaq Equity Premium Income Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisor Resource Council | Dec 2023 | 63k | $3.2M |
| Kovack Advisors | Dec 2023 | 41k | $2.0M |
| Scotia Capital | Sep 2023 | 28k | $1.3M |