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 | 16M | $911M | 64% | Jun 2024 |
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Morgan Stanley | 13M | $702M | 23% | Jun 2024 |
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LPL Financial | 7.2M | $401M | 16% | Jun 2024 |
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Bank of America Corporation | 5.8M | $322M | 30% | Jun 2024 |
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Wells Fargo & Company | 4.8M | $268M | 17% | Jun 2024 |
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UBS Group | 3.1M | $170M | 31% | Mar 2024 |
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Envestnet Asset Management | 2.9M | $160M | 6% | Jun 2024 |
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Advisor Group Holdings | 2.4M | $130M | 26% | Mar 2024 |
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Royal Bank of Canada | 2.3M | $127M | 15% | Jun 2024 |
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RiverFront Investment Group | 2.2M | $125M | 5% | Jun 2024 |
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Commonwealth Equity Services | 1.8M | $100M | 19% | Jun 2024 |
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Marks Wealth | 1.6M | $89M | -26% | Jun 2024 |
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Cetera Investment Advisers | 1.6M | $86M | 47% | Jun 2024 |
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Raymond James Financial Services Advisors | 1.4M | $78M | 27% | Jun 2024 |
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Raymond James & Associates | 1.2M | $65M | 35% | Jun 2024 |
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Strategic Financial Concepts | 933k | $65M | 8782% | Jun 2024 |
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Hilton Capital Management | 920k | $51M | 4% | Jun 2024 |
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Private Advisor | 902k | $50M | 25% | Jun 2024 |
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Janney Montgomery Scott | 871k | $48M | 3% | Jun 2024 |
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Requisite Capital Management | 777k | $43M | 18% | Jun 2024 |
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Mml Investors Services | 699k | $39M | 5% | Jun 2024 |
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Kestra Advisory Services | 633k | $35M | 12% | Jun 2024 |
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HighTower Advisors | 625k | $35M | 17% | Jun 2024 |
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Capital Advisors | 607k | $34M | 28% | Jun 2024 |
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Jane Street | 588k | $33M | -26% | Jun 2024 |
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Lebenthal Global Advisors | 576k | $32M | 0% | Jun 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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Steward Partners Investment Advisory | 428k | $24M | 18% | Jun 2024 |
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Baird Financial | 420k | $23M | 17% | Mar 2024 |
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Advance Capital Management | 413k | $23M | 4708% | Jun 2024 |
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Socha Financial Group | 407k | $23M | 4% | Jun 2024 |
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Hilltop Wealth Advisors | 405k | $23M | 101% | Jun 2024 |
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Signature Estate and Investment Advisors | 399k | $22M | 7255% | Jun 2024 |
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Delta Investment Management | 396k | $22M | 2% | Mar 2024 |
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Wealth Enhancement Advisory Services | 388k | $22M | 442% | Jun 2024 |
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Cambridge Investment Research Advisors | 388k | $22M | 55% | 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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Wright Fund Managment | 376k | $21M | 0% | Jun 2024 |
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Apollon Wealth Management | 363k | $20M | 31% | Jun 2024 |
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Susquehanna International | 359k | $20M | 659% | Jun 2024 |
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Prime Capital Investment Advisors | 354k | $20M | -3% | Jun 2024 |
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Atria Wealth Solutions | 354k | $20M | 9% | Jun 2024 |
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CWM | 351k | $20M | 21% | Jun 2024 |
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Eldridge Investment Advisors | 328k | $18M | -1% | Jun 2024 |
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Westwood Holdings | 326k | $18M | -3% | Jun 2024 |
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MADDEN SECURITIES Corp | 292k | $16M | 5% | Jun 2024 |
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Marshall Financial Group | 285k | $16M | 10% | Jun 2024 |
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Robertson Stephens Wealth Management | 284k | $15M | 58% | Mar 2024 |
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JNB Advisors | 276k | $15M | 1% | Jun 2024 |
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Cary Street Partner Investment Advisory | 272k | $15M | 25% | Jun 2024 |
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Mariner Wealth Advisors | 264k | $15M | 22% | Jun 2024 |
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Centaurus Financial | 261k | $14M | 1301% | Mar 2024 |
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Cornerstone Advisory | 249k | $14M | 7% | Jun 2024 |
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PSI Advisors | 247k | $14M | 41% | Jun 2024 |
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Goss Wealth Management | 243k | $14M | 97% | Jun 2024 |
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Evergreen Wealth Solutions | 241k | $13M | 3% | Jun 2024 |
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Capital Analysts | 235k | $13M | 12% | Mar 2024 |
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Bernardo Wealth Planning | 234k | $13M | 2% | Jun 2024 |
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Howard Capital Management | 231k | $13M | 33% | Jun 2024 |
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Magnus Financial Group | 230k | $13M | 4212% | Jun 2024 |
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Ellis Investment Partners | 226k | $13M | 9% | Jun 2024 |
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Orion Portfolio Solutions | 224k | $12M | 4% | Mar 2024 |
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Reitz Capital Advisors | 216k | $12M | 0% | Mar 2024 |
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National Asset Management | 214k | $12M | 2807% | Jun 2024 |
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Second Half Financial Partners | 212k | $12M | -3% | Jun 2024 |
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Marquette Asset Management | 206k | $11M | 100% | Jun 2024 |
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Colony | 199k | $11M | 100% | Jun 2024 |
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Derbend Asset Management | 198k | $11M | 9% | Mar 2024 |
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MBL Wealth | 198k | $11M | 77% | Jun 2024 |
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Wick Capital Partners | 195k | $11M | 4% | Jun 2024 |
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We Are One Seven | 192k | $11M | -2% | Jun 2024 |
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Cary Street Partners Asset Management | 192k | $11M | 18% | Jun 2024 |
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West Michigan Advisors | 157k | $8.7M | -2% | Jun 2024 |
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Fortress Wealth Group | 156k | $8.5M | 3% | Jun 2024 |
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Pine Valley Investments Ltd Liability | 153k | $8.5M | 1% | Jun 2024 |
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Renaissance Technologies | 152k | $8.4M | 25% | Jun 2024 |
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Argent Trust | 152k | $8.4M | 7% | Jun 2024 |
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Tradition Wealth Management | 150k | $8.3M | 253% | Jun 2024 |
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Childress Capital Advisors | 149k | $8.3M | 8% | Jun 2024 |
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Beacon Financial Advisory | 148k | $8.2M | 17% | Jun 2024 |
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CIC Wealth | 147k | $8.1M | 7% | Jun 2024 |
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Cambridge Advisors | 145k | $8.1M | 4% | Jun 2024 |
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Stephens | 135k | $7.5M | 13% | Jun 2024 |
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Insigneo Advisory Services | 133k | $6.6M | 499% | Jun 2024 |
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Beta Wealth | 131k | $7.3M | -1% | Jun 2024 |
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LLBH Private Wealth Management | 128k | $7.1M | 39% | Jun 2024 |
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Caerus Investment Advisors | 123k | $6.8M | 0% | Jun 2024 |
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Mach-1 Financial Group | 122k | $6.8M | 45% | Jun 2024 |
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U.S. Capital Wealth Advisors | 119k | $6.6M | 1% | Jun 2024 |
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Vienna Asset Management | 118k | $6.6M | 52% | Jun 2024 |
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Assetmark | 114k | $6.3M | 3% | Jun 2024 |
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Financial Partners Group | 113k | $6.3M | 7% | Jun 2024 |
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New England Private Wealth Advisors | 112k | $6.1M | 2% | Mar 2024 |
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Beck Capital Management | 111k | $6.0M | -2% | Mar 2024 |
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Sandbox Financial Partners | 106k | $5.9M | 39% | Jun 2024 |
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Eagle Bluffs Wealth Management | 106k | $5.9M | 6% | Jun 2024 |
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Prevail Innovative Wealth Advisors | 105k | $5.9M | 9% | Jun 2024 |
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Prospera Financial Services | 105k | $5.8M | -38% | Jun 2024 |
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TCG Advisory Services | 105k | $5.8M | 14% | Jun 2024 |
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Dynamic Advisors Solutions | 105k | $5.8M | 0% | Jun 2024 |
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Teamwork Financial Advisors | 105k | $5.8M | -61% | Jun 2024 |
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Cobblestone Asset Management | 104k | $5.8M | 30% | Jun 2024 |
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Wealthfront Advisers | 103k | $5.7M | 39% | Jun 2024 |
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H D Vest Advisory Services | 100k | $5.6M | 13% | Jun 2024 |
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Householder Group Estate & Retirement Specialist | 93k | $5.1M | 9% | Jun 2024 |
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Ameritas Advisory Services | 92k | $5.1M | 24% | Jun 2024 |
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High Net Worth Advisory Group | 90k | $5.0M | 8% | Jun 2024 |
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Wolverine Trading | 90k | $5.0M | 41% | Jun 2024 |
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Kingsview Wealth Management | 89k | $5.0M | 34% | Jun 2024 |
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David R. Rahn Inc. dba Avalon Capital Management | 89k | $5.0M | -13% | Jun 2024 |
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InterOcean Capital Group | 88k | $4.8M | 50% | Mar 2024 |
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Mountain Capital Investment Advisors | 88k | $4.9M | 41% | Jun 2024 |
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Cascade Wealth Advisors | 88k | $4.6M | 39% | Jun 2024 |
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Ignite Planners | 87k | $4.9M | 11% | Jun 2024 |
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StoneCrest Wealth Management | 87k | $4.8M | -15% | Jun 2024 |
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Citigroup | 87k | $4.8M | -68% | Jun 2024 |
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Fagan Associates | 86k | $4.8M | 25% | Jun 2024 |
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Total Clarity Wealth Management | 86k | $4.8M | -9% | Jun 2024 |
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Relative Value Partners | 86k | $4.8M | 100% | Jun 2024 |
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Lake Street Financial | 86k | $4.8M | 26% | Jun 2024 |
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RWQ Financial Management Services | 86k | $4.8M | 52% | Jun 2024 |
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Principle Wealth Partners | 86k | $4.7M | -1% | Jun 2024 |
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Brian McDonald | 84k | $4.6M | 11% | Jun 2024 |
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Patriot Financial Group Insurance Agency | 82k | $4.6M | 21% | Jun 2024 |
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Carr Financial Group Corp | 82k | $4.5M | 97% | Jun 2024 |
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Great Valley Advisor Group | 81k | $4.5M | 82% | Jun 2024 |
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Eaton Financial Holdings Company | 80k | $4.3M | 2% | Mar 2024 |
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Stratos Wealth Partners | 78k | $4.3M | 34% | Jun 2024 |
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FRG Family Wealth Advisors | 78k | $3.9M | 135% | Jun 2024 |
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Integrated Wealth Concepts | 77k | $4.3M | 15% | Jun 2024 |
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Wedbush Morgan Securities | 75k | $4.2M | 17% | Jun 2024 |
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Hennion & Walsh Asset Management | 74k | $4.1M | -2% | Jun 2024 |
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Kennedy Investment Group | 73k | $4.1M | 75% | Jun 2024 |
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NewEdge Wealth | 72k | $4.0M | -24% | Jun 2024 |
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Thoroughbred Financial Services | 71k | $3.9M | 3% | Jun 2024 |
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Milestone Asset Management | 70k | $3.9M | 12% | Jun 2024 |
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Venture Visionary Partners | 69k | $3.8M | 8% | Jun 2024 |
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Sontag Advisory | 68k | $3.8M | 100% | Jun 2024 |
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Trinity Legacy Partners | 67k | $3.7M | 100% | Jun 2024 |
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Envestnet Portfolio Solutions | 65k | $3.6M | 19% | Jun 2024 |
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Consilium Wealth Advisory | 65k | $3.6M | -3% | Jun 2024 |
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Members Advisory Group | 64k | $3.5M | 641% | Jun 2024 |
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Wealthcare Advisory Partners | 63k | $3.5M | 25% | Jun 2024 |
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Waterloo Capital | 62k | $3.4M | 100% | Jun 2024 |
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Maia Wealth | 62k | $3.5M | 100% | Jun 2024 |
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Advisory Resource Group | 61k | $3.4M | 2% | Jun 2024 |
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Citadel Advisors | 60k | $3.4M | -17% | Jun 2024 |
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Davenport & Co | 60k | $3.3M | 0% | Jun 2024 |
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Kelly Financial Services | 42k | $2.3M | -39% | Jun 2024 |
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Blue Investment Partners | 35k | $1.9M | -62% | Jun 2024 |
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Cutler | 25k | $1.4M | -60% | 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 |
---|---|---|---|
Global Assets Advisory | Mar 2024 | 1.1M | $21M |
New York Life Investment Management | Mar 2024 | 464k | $25M |
Lee Johnson Capital Management | Mar 2024 | 265k | $14M |
WCG Wealth Advisors | Mar 2024 | 175k | $9.5M |