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 | 20M | $1.1B | 16% | Dec 2024 |
|
| Morgan Stanley | 17M | $940M | 12% | Dec 2024 |
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| LPL Financial | 11M | $562M | 22% | Mar 2025 |
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| Bank of America Corporation | 7.9M | $446M | 16% | Dec 2024 |
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| Wells Fargo & Company | 5.7M | $321M | 10% | Dec 2024 |
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| UBS Group | 3.7M | $209M | 3% | Dec 2024 |
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| Envestnet Asset Management | 3.4M | $175M | 4% | Mar 2025 |
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| Raymond James Financial | 3.1M | $175M | 100% | Dec 2024 |
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| Royal Bank of Canada | 3.0M | $170M | 23% | Dec 2024 |
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| RiverFront Investment Group | 2.5M | $139M | 6% | Dec 2024 |
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| Advisor Group Holdings | 2.3M | $126M | -10% | Dec 2024 |
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| Commonwealth Equity Services | 2.1M | $117M | 20% | Dec 2024 |
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| Ameriprise Financial | 2.0M | $114M | 50% | Dec 2024 |
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| Hanson McClain Advisors | 1.9M | $94M | 78192% | Mar 2025 |
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| Cetera Investment Advisers | 1.5M | $85M | 12% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 1.2M | $63M | 14% | Mar 2025 |
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| Requisite Capital Management | 1.2M | $60M | 7% | Mar 2025 |
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| Janney Montgomery Scott | 1.1M | $56M | 11% | Mar 2025 |
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| Private Advisor | 1.0M | $54M | -44% | Mar 2025 |
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| Mml Investors Services | 1.0M | $58M | 30% | Dec 2024 |
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| Apollon Wealth Management | 1.0M | $53M | 74% | Mar 2025 |
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| Capital Advisors | 935k | $48M | 7% | Mar 2025 |
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| Hilton Capital Management | 927k | $52M | -12% | Dec 2024 |
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| HighTower Advisors | 796k | $45M | 12% | Dec 2024 |
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| Stifel Financial | 796k | $45M | 16% | Dec 2024 |
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| Kestra Advisory Services | 776k | $44M | 12% | Dec 2024 |
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| Jane Street | 750k | $42M | 120% | Dec 2024 |
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| CWM | 722k | $37M | 5% | Mar 2025 |
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| Branch Banking & Trust Company | 676k | $35M | 31% | Mar 2025 |
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| Lebenthal Global Advisors | 643k | $36M | -24% | Dec 2024 |
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| Cambridge Investment Research Advisors | 591k | $31M | -43% | Mar 2025 |
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| Teamwork Financial Advisors | 558k | $29M | 660% | Mar 2025 |
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| SBI Securities | 529k | $27M | 44% | Mar 2025 |
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| Signature Estate and Investment Advisors | 496k | $28M | -5% | Dec 2024 |
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| Steward Partners Investment Advisory | 493k | $28M | 8% | Dec 2024 |
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| Atria Wealth Solutions | 480k | $27M | 14% | Dec 2024 |
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| Equitable Holdings | 480k | $27M | 3% | Dec 2024 |
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| Baird Financial | 466k | $26M | 4% | Dec 2024 |
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| American Trust | 446k | $25M | -6% | Dec 2024 |
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| Rockefeller Capital Management | 442k | $25M | 14% | Dec 2024 |
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| Hilltop Wealth Advisors | 436k | $23M | 4% | Mar 2025 |
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| Great Valley Advisor Group | 424k | $22M | 16% | Mar 2025 |
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| WNY Asset Management | 415k | $22M | -17% | Mar 2025 |
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| Franklin Resources | 413k | $23M | 9% | Dec 2024 |
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| Mariner Wealth Advisors | 406k | $23M | 28% | Dec 2024 |
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| James Reed Financial Services | 396k | $22M | 100% | Dec 2024 |
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| PSI Advisors | 390k | $20M | 16% | Mar 2025 |
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| Howard Capital Management | 377k | $20M | 13% | Mar 2025 |
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| MADDEN SECURITIES Corp | 373k | $19M | 13% | Mar 2025 |
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| Citadel Advisors | 366k | $21M | 58% | Dec 2024 |
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| Goss Wealth Management | 363k | $21M | 37% | Dec 2024 |
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| Prime Capital Investment Advisors | 355k | $20M | -1% | Dec 2024 |
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| Cornerstone Advisory | 352k | $18M | 10% | Mar 2025 |
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| JNB Advisors | 304k | $16M | 3% | Mar 2025 |
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| Second Half Financial Partners | 303k | $16M | -11% | Mar 2025 |
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| Marshall Financial Group | 299k | $16M | 1% | Mar 2025 |
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| Westwood Holdings | 298k | $17M | -12% | Dec 2024 |
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| Lee Johnson Capital Management | 297k | $15M | -1% | Mar 2025 |
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| Colony | 266k | $16M | 101% | Dec 2024 |
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| Ellis Investment Partners | 264k | $14M | 4% | Mar 2025 |
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| Two Sigma Investments | 255k | $14M | 100% | Dec 2024 |
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| Evergreen Wealth Solutions | 251k | $14M | 1% | Dec 2024 |
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| Eldridge Investment Advisors | 250k | $14M | -26% | Dec 2024 |
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| Orion Portfolio Solutions | 236k | $13M | -4% | Dec 2024 |
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| Argent Trust | 234k | $13M | 0% | Dec 2024 |
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| Independent Advisor Alliance | 232k | $13M | 100% | Dec 2024 |
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| Wick Capital Partners | 228k | $13M | 18% | Dec 2024 |
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| Susquehanna International | 224k | $13M | -72% | Dec 2024 |
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| MBL Wealth | 221k | $13M | 6% | Dec 2024 |
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| Wealthfront Advisers | 215k | $11M | 4% | Mar 2025 |
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| Marquette Asset Management | 209k | $11M | -3% | Mar 2025 |
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| Tradition Wealth Management | 199k | $11M | 25% | Dec 2024 |
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| Centurion Wealth Management | 193k | $11M | 0% | Mar 2025 |
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| Warren Averett Asset Management | 192k | $11M | 1% | Dec 2024 |
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| Wiley Bros.-aintree Capital | 187k | $11M | 67% | Dec 2024 |
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| Cambridge Advisors | 184k | $9.5M | 4% | Mar 2025 |
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| U.S. Capital Wealth Advisors | 184k | $9.5M | 59% | Mar 2025 |
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| Venture Visionary Partners | 183k | $10M | 153% | Dec 2024 |
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| Financial Partners Group | 183k | $10M | 27% | Dec 2024 |
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| Renaissance Technologies | 182k | $10M | 100% | Dec 2024 |
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| National Asset Management | 182k | $10M | -22% | Dec 2024 |
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| Mountain Capital Investment Advisors | 181k | $9.2M | 24% | Mar 2025 |
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| Kestra Private Wealth Services | 180k | $9.3M | 19% | Mar 2025 |
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| Childress Capital Advisors | 180k | $9.3M | -10% | Mar 2025 |
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| Beacon Financial Advisory | 178k | $9.2M | 3% | Mar 2025 |
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| Advisor Resource Council | 176k | $8.7M | 100% | Mar 2025 |
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| TCG Advisory Services | 175k | $9.9M | 36% | Dec 2024 |
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| Pine Valley Investments Ltd Liability | 175k | $9.9M | 11% | Dec 2024 |
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| Prospera Financial Services | 172k | $9.7M | 23% | Dec 2024 |
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| We Are One Seven | 168k | $8.7M | 5% | Mar 2025 |
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| Pnc Financial Services | 167k | $9.4M | 30% | Dec 2024 |
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| Lighthouse Financial | 164k | $9.3M | 100% | Dec 2024 |
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| LLBH Private Wealth Management | 160k | $8.3M | 0% | Mar 2025 |
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| Fortress Wealth Group | 157k | $8.0M | 0% | Mar 2025 |
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| Wolverine Trading | 154k | $8.8M | 22% | Dec 2024 |
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| H D Vest Advisory Services | 144k | $8.1M | 13% | Dec 2024 |
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| Stephens | 142k | $7.3M | 1% | Mar 2025 |
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| Beta Wealth | 142k | $8.0M | 0% | Dec 2024 |
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| Wealth Advisors of Iowa | 137k | $7.7M | 18% | Dec 2024 |
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| West Michigan Advisors | 136k | $7.0M | 5% | Mar 2025 |
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| Bernardo Wealth Planning | 136k | $7.0M | 5% | Mar 2025 |
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| Vienna Asset Management | 136k | $7.7M | 3% | Dec 2024 |
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| ADG Wealth Management Group | 134k | $7.0M | -13% | Mar 2025 |
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| Dynamic Advisors Solutions | 134k | $6.9M | 0% | Mar 2025 |
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| Kingsview Wealth Management | 133k | $6.9M | 28% | Mar 2025 |
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| Sandbox Financial Partners | 132k | $6.9M | 7% | Mar 2025 |
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| Armor Investment Advisors | 132k | $6.8M | 10% | Mar 2025 |
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| New England Private Wealth Advisors | 125k | $6.5M | 6% | Mar 2025 |
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| Stratos Wealth Partners | 122k | $6.3M | 4% | Mar 2025 |
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| Hennion & Walsh Asset Management | 121k | $6.3M | 7% | Mar 2025 |
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| Members Advisory Group | 118k | $6.1M | 2% | Mar 2025 |
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| Fagan Associates | 115k | $6.5M | 31% | Dec 2024 |
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| Beck Capital Management | 114k | $6.4M | 1% | Dec 2024 |
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| Guided Capital Wealth Management | 114k | $5.9M | 8% | Mar 2025 |
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| Capital Analysts | 114k | $6.4M | 19% | Dec 2024 |
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| Principal Securities | 111k | $6.3M | 0% | Mar 2025 |
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| New Wave Wealth Advisors | 108k | $5.6M | 52% | Mar 2025 |
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| Carr Financial Group Corp | 108k | $6.1M | 15% | Dec 2024 |
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| Farther Finance Advisors | 106k | $5.5M | 855% | Mar 2025 |
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| Krilogy Financial | 105k | $5.4M | 1% | Mar 2025 |
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| Wealthcare Advisory Partners | 104k | $5.4M | 18% | Mar 2025 |
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| Eagle Bluffs Wealth Management | 104k | $5.4M | -4% | Mar 2025 |
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| Brian McDonald | 104k | $5.9M | 7% | Dec 2024 |
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| Delta Investment Management | 104k | $5.9M | -74% | Dec 2024 |
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| Patriot Financial Group Insurance Agency | 104k | $5.4M | 9% | Mar 2025 |
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| Newbridge Financial Services Group | 103k | $5.8M | 16% | Dec 2024 |
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| IVC Wealth Advisors | 101k | $5.2M | 32% | Mar 2025 |
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| Morse Asset Management | 99k | $5.1M | 50% | Mar 2025 |
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| Foresight Capital Management Advisors | 98k | $5.1M | 12% | Mar 2025 |
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| FRG Family Wealth Advisors | 97k | $5.4M | 12% | Dec 2024 |
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| Prevail Innovative Wealth Advisors | 96k | $5.0M | -26% | Mar 2025 |
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| Global Assets Advisory | 94k | $4.6M | 231% | Mar 2025 |
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| Kingswood Wealth Advisors | 93k | $4.8M | 23% | Mar 2025 |
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| Palacios Wealth Management | 92k | $4.8M | -1% | Mar 2025 |
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| Ignite Planners | 92k | $5.2M | 2% | Dec 2024 |
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| Sanctuary Advisors | 91k | $5.2M | -1% | Dec 2024 |
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| Kennedy Investment Group | 90k | $5.1M | 9% | Dec 2024 |
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| Milestone Asset Management | 90k | $4.7M | 0% | Mar 2025 |
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| Ameritas Advisory Services | 90k | $4.7M | -12% | Mar 2025 |
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| Tricadia Capital Management | 89k | $5.0M | 100% | Dec 2024 |
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| Integrated Wealth Concepts | 89k | $5.0M | 26% | Dec 2024 |
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| Wedbush Morgan Securities | 89k | $5.0M | 15% | Dec 2024 |
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| StoneCrest Wealth Management | 89k | $4.6M | 1% | Mar 2025 |
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| Brookstone Capital Management | 89k | $4.6M | 25% | Mar 2025 |
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| High Net Worth Advisory Group | 87k | $4.5M | -5% | Mar 2025 |
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| Garden State Investment Advisory Services | 87k | $4.9M | 14% | Dec 2024 |
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| Kingstone Capital Partners Texas | 86k | $4.5M | 100% | Mar 2025 |
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| Lake Street Financial | 86k | $4.4M | 5% | Mar 2025 |
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| Principle Wealth Partners | 86k | $4.8M | -1% | Dec 2024 |
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| Cobblestone Asset Management | 79k | $4.4M | -29% | Dec 2024 |
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| RWQ Financial Management Services | 79k | $4.1M | -29% | Mar 2025 |
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| Cascade Wealth Advisors | 77k | $3.8M | -11% | Mar 2025 |
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| Centaurus Financial | 75k | $4.2M | -70% | Dec 2024 |
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| Robertson Stephens Wealth Management | 61k | $3.2M | -84% | Mar 2025 |
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| Socha Financial Group | 46k | $2.4M | -47% | Mar 2025 |
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| Crescent Grove Advisors | 41k | $2.1M | -70% | Mar 2025 |
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| NewEdge Wealth | 34k | $1.8M | -59% | Mar 2025 |
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| Marks Wealth | 25k | $1.3M | -95% | Mar 2025 |
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| Mach-1 Financial Group | 10k | $585k | -92% | Dec 2024 |
|
| Cary Street Partner Investment Advisory | 5.9k | $330k | -98% | Dec 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 |
|---|---|---|---|
| David R. Rahn Inc. dba Avalon Capital Management | Dec 2024 | 87k | $4.9M |