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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

324 hedge funds and large institutions have $2.02B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 181 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+56
Holders Change %
+20.9%
% of All Funds
5.17%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
77
Increased
181
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$260M
2
Morgan Stanley
Morgan Stanley
New York
$96.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$141M
4
Wells Fargo
Wells Fargo
California
$64.7M
5
LPL Financial
LPL Financial
California
$171M

Top Sellers

1
HCM
Hilton Capital Management
New York
$0
2
PCIA
Prime Capital Investment Advisors
Kansas
$24.6M
3
RCA
Reitz Capital Advisors
Michigan
$3.75M
4
Jane Street
Jane Street
New York
$2.52M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
226
Montecito Bank & Trust
California
$378K +$378K +8,060 New
BWM
227
Birchcreek Wealth Management
Ohio
$372K – – –
TFS
228
Thoroughbred Financial Services
Tennessee
$363K +$46.5K +990 +15%
BWM
229
BlackDiamond Wealth Management
New York
$363K +$363K +7,901 New
EP
230
Eudaimonia Partners
Tennessee
$362K +$362K +7,721 New
DWP
231
Daymark Wealth Partners
Ohio
$350K +$350K +7,451 New
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$349K -$578K -12,309 -62%
BRWA
233
B. Riley Wealth Advisors
Florida
$346K +$50.3K +1,072 +17%
LAM
234
Lifestyle Asset Management
Texas
$337K +$337K +7,180 New
WWM
235
Western Wealth Management
Colorado
$330K +$87.7K +1,868 +36%
MW
236
Marcum Wealth
Ohio
$329K +$29.1K +619 +10%
SFC
237
Strategic Financial Concepts
Texas
$321K -$11.7K -250 -4%
MCC
238
Money Concepts Capital
Florida
$319K +$319K +6,795 New
XWM
239
Xcel Wealth Management
Florida
$317K -$2.12M -45,259 -87%
CAM
240
Cresset Asset Management
Illinois
$315K -$736K -15,685 -70%
BWP
241
Balboa Wealth Partners
Arizona
$307K +$307K +6,552 New
AA
242
AlphaMark Advisors
Kentucky
$304K +$8.01K +171 +3%
ACM
243
Advance Capital Management
Michigan
$303K +$303K +6,458 New
CFGS
244
Concourse Financial Group Securities
Alabama
$296K -$6.95K -148 -2%
LA
245
Lifeworks Advisors
Michigan
$295K +$295K +6,285 New
VCP
246
Verus Capital Partners
Arizona
$287K +$287K +6,111 New
BAAM
247
Baker Avenue Asset Management
California
$286K – – –
CW
248
CreativeOne Wealth
Kansas
$284K -$422K -8,991 -60%
CA
249
Cetera Advisors
Colorado
$283K +$283K +6,028 New
CFG
250
Carr Financial Group
Massachusetts
$283K +$55.6K +1,169 +24%
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