We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

270 hedge funds and large institutions have $1.41B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 150 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 26

388% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 17

95% more capital invested

Capital invested by funds: $722M → $1.41B (+$686M)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

32% more funds holding

Funds holding: 204270 (+66)

0.42% more ownership

Funds ownership: 37.36%37.78% (+0.42%)

82% less call options, than puts

Call options by funds: $339K | Put options by funds: $1.89M

Holders
270
Holders Change
+66
Holders Change %
+32.35%
% of All Funds
4.24%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
83
Increased
150
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
226
V Wealth Advisors
Kansas
$202K -$17K -367 -8%
MA
227
Mutual Advisors
Nebraska
$202K +$193K +4,166 New
CP
228
Castleview Partners
Texas
$189K -$103K -2,220 -36%
PGAM
229
Princeton Global Asset Management
New Jersey
$135K +$101K +2,175 +348%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$120K +$20.6K +445 +22%
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
$112K +$145K +3,128 New
CFO
232
CVA Family Office
Colorado
$104K +$99.4K +2,150 New
CTWM
233
Cherry Tree Wealth Management
Minnesota
$103K +$98.1K +2,123 New
LFG
234
Larson Financial Group
Missouri
$102K +$97.1K +2,100 New
SIS
235
Sound Income Strategies
Florida
$94.3K +$90.1K +1,949 New
FWA
236
FSC Wealth Advisors
New York
$84.2K +$20.9K +452 +35%
FFA
237
Farther Finance Advisors
California
$80.5K +$77K +1,665 New
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$61.9K +$59.2K +1,280 New
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$59.1K +$56.4K +1,221 New
William Blair & Company
240
William Blair & Company
Illinois
$57.3K
PTC
241
Private Trust Company
Ohio
$56.7K +$43.5K +941 +407%
BAM
242
Bellevue Asset Management
Washington
$53.2K
WT
243
Whittier Trust
California
$51.6K +$49.3K +1,067 New
HCP
244
Hexagon Capital Partners
Arkansas
$48.4K +$41.6K +900 +900%
RDFA
245
Ritter Daniher Financial Advisory
Ohio
$37.5K +$35.8K +775 New
AF
246
Allworth Financial
California
$36.3K +$34.7K +750 New
CG
247
Cutler Group
California
$33K +$32.4K +700 New
AWM
248
Avior Wealth Management
Nebraska
$31.9K +$19.2K +415 +170%
US Bancorp
249
US Bancorp
Minnesota
$31.1K +$3.33K +72 +13%
FRA
250
Front Row Advisors
California
$31K +$29.4K +635 New