Who owns JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF?
- Ticker: JEPQ
- CUSIP Number: 46654q203
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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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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 |
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Jpmorgan Chase & Co | 18M | $959M | 6% | Sep 2024 |
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Morgan Stanley | 13M | $702M | 23% | Jun 2024 |
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LPL Financial | 8.1M | $442M | 12% | Sep 2024 |
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Bank of America Corporation | 6.8M | $375M | 18% | Sep 2024 |
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Wells Fargo & Company | 5.2M | $285M | 8% | Sep 2024 |
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Envestnet Asset Management | 3.2M | $178M | 13% | Sep 2024 |
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International Assets Investment Management | 3.1M | $56M | 6245% | Sep 2024 |
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Advisor Group Holdings | 2.5M | $139M | 6% | Sep 2024 |
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Royal Bank of Canada | 2.5M | $135M | 7% | Sep 2024 |
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RiverFront Investment Group | 2.3M | $128M | 4% | Sep 2024 |
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Commonwealth Equity Services | 1.7M | $95M | -3% | Sep 2024 |
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Raymond James Financial Services Advisors | 1.7M | $92M | 18% | Sep 2024 |
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Cetera Investment Advisers | 1.6M | $86M | 47% | Jun 2024 |
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Requisite Capital Management | 1.1M | $61M | 42% | Sep 2024 |
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Private Advisor | 1.1M | $59M | 18% | Sep 2024 |
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Raymond James & Associates | 1.1M | $58M | -9% | Sep 2024 |
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Hilton Capital Management | 1.0M | $58M | 14% | Sep 2024 |
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Janney Montgomery Scott | 930k | $51M | 7% | Sep 2024 |
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Lebenthal Global Advisors | 850k | $47M | 48% | Sep 2024 |
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Capital Advisors | 812k | $45M | 34% | Sep 2024 |
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Susquehanna International | 791k | $43M | 120% | Sep 2024 |
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Mml Investors Services | 783k | $43M | 12% | Sep 2024 |
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Kestra Advisory Services | 692k | $38M | 9% | Sep 2024 |
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Apollon Wealth Management | 634k | $35M | 74% | Sep 2024 |
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HighTower Advisors | 625k | $35M | 17% | Jun 2024 |
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CWM | 610k | $34M | 74% | Sep 2024 |
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Branch Banking & Trust Company | 561k | $31M | 11% | Jun 2024 |
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Stifel Financial | 544k | $30M | 26% | Jun 2024 |
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Signature Estate and Investment Advisors | 522k | $29M | 31% | Sep 2024 |
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American Trust | 476k | $26M | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 435k | $24M | 12% | Sep 2024 |
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Steward Partners Investment Advisory | 428k | $24M | 18% | Jun 2024 |
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Socha Financial Group | 425k | $23M | 4% | Sep 2024 |
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Atria Wealth Solutions | 422k | $23M | 19% | Sep 2024 |
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Hilltop Wealth Advisors | 412k | $23M | 2% | Sep 2024 |
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Delta Investment Management | 395k | $22M | 0% | Sep 2024 |
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Wealth Enhancement Advisory Services | 388k | $22M | 442% | Jun 2024 |
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Equitable Holdings | 381k | $21M | 13% | Jun 2024 |
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Rockefeller Capital Management | 380k | $21M | -22% | Jun 2024 |
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Franklin Resources | 378k | $21M | 782% | Sep 2024 |
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Robertson Stephens Wealth Management | 374k | $21M | 32% | Sep 2024 |
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Prime Capital Investment Advisors | 358k | $20M | 1% | Sep 2024 |
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Jane Street | 341k | $19M | -42% | Sep 2024 |
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Eldridge Investment Advisors | 340k | $19M | 4% | Sep 2024 |
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Westwood Holdings | 339k | $19M | 4% | Sep 2024 |
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Cary Street Partner Investment Advisory | 326k | $18M | 20% | Sep 2024 |
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Mariner Wealth Advisors | 318k | $17M | 20% | Sep 2024 |
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MADDEN SECURITIES Corp | 305k | $17M | 5% | Sep 2024 |
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PSI Advisors | 300k | $17M | 21% | Sep 2024 |
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Marshall Financial Group | 288k | $16M | 1% | Sep 2024 |
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Cornerstone Advisory | 285k | $16M | 15% | Sep 2024 |
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Lee Johnson Capital Management | 279k | $15M | 100% | Sep 2024 |
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JNB Advisors | 266k | $15M | -3% | Sep 2024 |
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We Are One Seven | 259k | $14M | 35% | Sep 2024 |
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Howard Capital Management | 257k | $14M | 11% | Sep 2024 |
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Centaurus Financial | 249k | $14M | -36% | Sep 2024 |
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Evergreen Wealth Solutions | 248k | $14M | 3% | Sep 2024 |
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Orion Portfolio Solutions | 244k | $13M | 9% | Sep 2024 |
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Goss Wealth Management | 243k | $14M | 97% | Jun 2024 |
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Argent Trust | 233k | $13M | 53% | Sep 2024 |
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Citadel Advisors | 232k | $13M | 284% | Sep 2024 |
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National Asset Management | 232k | $13M | 8% | Sep 2024 |
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Ellis Investment Partners | 232k | $13M | 3% | Sep 2024 |
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Cary Street Partners Asset Management | 224k | $12M | 17% | Sep 2024 |
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Marquette Asset Management | 209k | $12M | 2% | Sep 2024 |
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Second Half Financial Partners | 204k | $11M | -4% | Sep 2024 |
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MBL Wealth | 198k | $11M | 77% | Jun 2024 |
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Wick Capital Partners | 194k | $11M | 0% | Sep 2024 |
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Centurion Wealth Management | 187k | $10M | 100% | Sep 2024 |
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Advance Capital Management | 186k | $10M | -55% | Sep 2024 |
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Great Valley Advisor Group | 178k | $9.8M | 119% | Sep 2024 |
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Beacon Financial Advisory | 159k | $8.8M | 8% | Sep 2024 |
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Tradition Wealth Management | 159k | $8.7M | 6% | Sep 2024 |
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Fortress Wealth Group | 159k | $8.8M | 2% | Sep 2024 |
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CIC Wealth | 158k | $8.7M | 8% | Sep 2024 |
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Pine Valley Investments Ltd Liability | 158k | $8.7M | 3% | Sep 2024 |
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Childress Capital Advisors | 156k | $8.6M | 5% | Sep 2024 |
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Cambridge Advisors | 154k | $8.5M | 6% | Sep 2024 |
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WNY Asset Management | 147k | $8.1M | 435% | Sep 2024 |
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Financial Partners Group | 144k | $7.9M | 28% | Sep 2024 |
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Beta Wealth | 142k | $7.8M | 8% | Sep 2024 |
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Prospera Financial Services | 141k | $7.7M | 33% | Sep 2024 |
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Colony | 132k | $7.3M | -34% | Sep 2024 |
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Mach-1 Financial Group | 132k | $7.2M | 8% | Sep 2024 |
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West Michigan Advisors | 131k | $7.2M | -17% | Sep 2024 |
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Bernardo Wealth Planning | 131k | $7.2M | -44% | Sep 2024 |
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Pnc Financial Services | 129k | $7.1M | 143% | Sep 2024 |
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LLBH Private Wealth Management | 128k | $7.1M | 39% | Jun 2024 |
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Stephens | 127k | $7.0M | -5% | Sep 2024 |
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Mountain Capital Investment Advisors | 127k | $7.2M | 45% | Sep 2024 |
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Wolverine Trading | 126k | $6.9M | 41% | Sep 2024 |
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Vienna Asset Management | 118k | $6.6M | 52% | Jun 2024 |
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Wealth Advisors of Iowa | 116k | $6.4M | 130% | Sep 2024 |
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U.S. Capital Wealth Advisors | 116k | $6.4M | -2% | Sep 2024 |
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Sandbox Financial Partners | 116k | $6.4M | 9% | Sep 2024 |
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New England Private Wealth Advisors | 115k | $6.3M | 3% | Sep 2024 |
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Wealthfront Advisers | 114k | $6.3M | 11% | Sep 2024 |
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Eagle Bluffs Wealth Management | 113k | $6.2M | 7% | Sep 2024 |
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Cobblestone Asset Management | 112k | $6.1M | 7% | Sep 2024 |
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Dynamic Advisors Solutions | 111k | $6.1M | 5% | Sep 2024 |
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Milestone Asset Management | 111k | $6.1M | 59% | Sep 2024 |
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Stratos Wealth Partners | 110k | $6.0M | 40% | Sep 2024 |
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Prevail Innovative Wealth Advisors | 105k | $5.9M | 9% | Jun 2024 |
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TCG Advisory Services | 105k | $5.8M | 14% | Jun 2024 |
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Armor Investment Advisors | 105k | $5.8M | 100% | Sep 2024 |
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H D Vest Advisory Services | 100k | $5.6M | 13% | Jun 2024 |
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RWQ Financial Management Services | 98k | $5.4M | 14% | Sep 2024 |
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Kingsview Wealth Management | 98k | $5.4M | 9% | Sep 2024 |
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Brian McDonald | 97k | $5.3M | 17% | Sep 2024 |
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Brookstone Capital Management | 95k | $5.2M | 62% | Sep 2024 |
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Carr Financial Group Corp | 94k | $5.2M | 15% | Sep 2024 |
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Members Advisory Group | 94k | $5.2M | 48% | Sep 2024 |
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High Net Worth Advisory Group | 94k | $5.1M | 4% | Sep 2024 |
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Sanctuary Advisors | 92k | $5.2M | 237% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 92k | $5.0M | 12% | Sep 2024 |
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Ignite Planners | 90k | $4.9M | 2% | Sep 2024 |
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David R. Rahn Inc. dba Avalon Capital Management | 89k | $5.0M | -13% | Jun 2024 |
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Newbridge Financial Services Group | 89k | $4.9M | 48% | Sep 2024 |
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Total Clarity Wealth Management | 88k | $4.8M | 2% | Sep 2024 |
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Fagan Associates | 88k | $4.8M | 2% | Sep 2024 |
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Hennion & Walsh Asset Management | 87k | $4.8M | 18% | Sep 2024 |
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FRG Family Wealth Advisors | 86k | $4.7M | 11% | Sep 2024 |
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Relative Value Partners | 86k | $4.8M | 100% | Jun 2024 |
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Principle Wealth Partners | 86k | $4.7M | -1% | Jun 2024 |
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Cascade Wealth Advisors | 85k | $4.7M | -3% | Sep 2024 |
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Kestra Private Wealth Services | 85k | $4.6M | 182% | Sep 2024 |
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StoneCrest Wealth Management | 84k | $4.6M | -3% | Sep 2024 |
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Kennedy Investment Group | 83k | $4.6M | 14% | Sep 2024 |
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NewEdge Wealth | 78k | $4.3M | 8% | Sep 2024 |
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Krilogy Financial | 78k | $4.3M | 93% | Sep 2024 |
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Tyler-Stone Wealth Management | 77k | $4.2M | 174% | Sep 2024 |
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Wedbush Morgan Securities | 77k | $4.2M | 3% | Sep 2024 |
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Garden State Investment Advisory Services | 76k | $4.2M | 31% | Sep 2024 |
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Trinity Legacy Partners | 75k | $4.1M | 13% | Sep 2024 |
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Envestnet Portfolio Solutions | 75k | $4.1M | 15% | Sep 2024 |
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Assetmark | 75k | $4.1M | -34% | Sep 2024 |
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Visionary Wealth Advisors | 75k | $4.1M | 85% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 73k | $4.0M | -21% | Sep 2024 |
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Venture Visionary Partners | 73k | $4.0M | 5% | Sep 2024 |
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Integrated Wealth Concepts | 71k | $3.9M | -8% | Sep 2024 |
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William Blair $ Company | 70k | $3.8M | 55% | Sep 2024 |
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SlateStone Wealth | 70k | $3.8M | 30% | Sep 2024 |
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Wealthcare Advisory Partners | 67k | $3.7M | 7% | Sep 2024 |
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Princeton Global Asset Management | 66k | $3.6M | 11% | Sep 2024 |
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Thoroughbred Financial Services | 66k | $3.6M | -7% | Sep 2024 |
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Morse Asset Management | 66k | $3.6M | 90% | Sep 2024 |
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Teamwork Financial Advisors | 65k | $3.6M | -38% | Sep 2024 |
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Sontag Advisory | 64k | $3.5M | -6% | Sep 2024 |
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Lake Street Financial | 64k | $3.5M | -25% | Sep 2024 |
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Ameritas Advisory Services | 57k | $3.1M | -39% | Sep 2024 |
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Citigroup | 54k | $2.9M | -38% | Sep 2024 |
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Insigneo Advisory Services | 51k | $2.8M | -62% | Sep 2024 |
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Magnus Financial Group | 44k | $2.4M | -81% | Sep 2024 |
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Blue Investment Partners | 35k | $1.9M | -62% | Jun 2024 |
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Marks Wealth | 29k | $1.6M | -98% | Sep 2024 |
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Strategic Financial Concepts | 18k | $977k | -98% | Sep 2024 |
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Consilium Wealth Advisory | 15k | $843k | -76% | Sep 2024 |
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Caerus Investment Advisors | 13k | $717k | -89% | Sep 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 |
---|---|---|---|
Wright Fund Managment | Jun 2024 | 376k | $21M |
Renaissance Technologies | Jun 2024 | 152k | $8.4M |
Eaton Financial Holdings Company | Mar 2024 | 80k | $4.3M |