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
HIA
251
Harbor Investment Advisory
Maryland
$28.7K +$12.1K +262 +79%
TPCW
252
TD Private Client Wealth
New York
$27.9K +$26.6K +576 New
SS
253
Sunbelt Securities
Texas
$26.6K +$18.5K +400 +267%
NFSG
254
Newbridge Financial Services Group
Florida
$24.2K +$3.74K +81 +19%
PCM
255
Penserra Capital Management
California
$20K +$19.4K +420 New
GRP
256
Global Retirement Partners
California
$12.1K +$9.85K +213 +592%
CWAF
257
Core Wealth Advisors (Florida)
Florida
$11K -$6.93K -150 -40%
MIM
258
Macroview Investment Management
Maryland
$9.84K +$3.7K +80 +65%
GWSG
259
GPS Wealth Strategies Group
Colorado
$9.46K +$9.01K +195 New
PAG
260
Paladin Advisory Group
Iowa
$6.63K
AW
261
Avion Wealth
Texas
$4K +$4.62K +100 New
KTC
262
Kistler-Tiffany Companies
Pennsylvania
$3.77K
S
263
SignatureFD
Georgia
$3K +$231 +5 +9%
AWM
264
Abound Wealth Management
Tennessee
$2.54K +$2.4K +52 New
IHWM
265
Iron Horse Wealth Management
Iowa
$2.42K
SF
266
Safeguard Financial
Wisconsin
$2K +$2.68K +58 New
FMP
267
Financial Management Professionals
Texas
$1K
HS
268
Horan Securities
United States
$885
RG
269
Retirement Group
California
$726 +$693 +15 New
Fidelity Investments
270
Fidelity Investments
Massachusetts
$97 +$46 +1 +100%
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
-$3.24M -71,844 Closed
SAM
272
Synergy Asset Management
Washington
-$2.66M -58,938 Closed
MAM
273
Milestone Asset Management
Pennsylvania
-$2.4M -53,232 Closed
TRCT
274
Tower Research Capital (TRC)
New York
-$1.46M -32,374 Closed
MCC
275
Money Concepts Capital
Florida
-$110K -28,512 Closed