JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

268 hedge funds and large institutions have $1.4B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 149 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+65
Holders Change %
+32.02%
% of All Funds
4.23%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
82
Increased
149
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M

Top Buyers

1
NYLIM
New York Life Investment Management
New York
$45.5M
2
RIG
RiverFront Investment Group
Virginia
$90M
3
HCM
Hilton Capital Management
New York
$44.6M
4
LPL Financial
LPL Financial
California
$133M
5
UBS Group
UBS Group
Switzerland
$65M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$14.8M
2
WHG
Westwood Holdings Group
Texas
$14.6M
3
PFS
Prospera Financial Services
Texas
$4.57M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
SAM
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
251
Sunbelt Securities
Texas
$26.6K +$19.3K +400 +267%
NFSG
252
Newbridge Financial Services Group
Florida
$24.2K +$3.92K +81 +19%
PCM
253
Penserra Capital Management
California
$20K +$20K +420 New
GRP
254
Global Retirement Partners
California
$12.1K +$10.3K +213 +592%
CWA
255
Core Wealth Advisors
Florida
$11K -$7.26K -150 -40%
MIM
256
Macroview Investment Management
Maryland
$9.84K +$3.88K +80 +65%
GWSG
257
GPS Wealth Strategies Group
Colorado
$9.46K +$9.46K +195 New
PAG
258
Paladin Advisory Group
Iowa
$6.63K – – –
AW
259
Avion Wealth
Texas
$4K +$4K +100 New
KTC
260
Kistler-Tiffany Companies
Pennsylvania
$3.77K – – –
S
261
SignatureFD
Georgia
$3K +$242 +5 +9%
AWM
262
Abound Wealth Management
Tennessee
$2.54K +$2.54K +52 New
IHWM
263
Iron Horse Wealth Management
Iowa
$2.42K – – –
SF
264
Safeguard Financial
Wisconsin
$2K +$2K +58 New
FMP
265
Financial Management Professionals
Texas
$1K – – –
HS
266
Horan Securities
United States
$885 – – –
RG
267
Retirement Group
California
$726 +$726 +15 New
Fidelity Investments
268
Fidelity Investments
Massachusetts
$97 +$49 +1 +100%
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
– -$3.24M -71,844 Closed
SAM
270
Synergy Asset Management
Washington
– -$2.66M -58,938 Closed
MAM
271
Milestone Asset Management
Pennsylvania
– -$2.4M -53,232 Closed
TRCT
272
Tower Research Capital (TRC)
New York
– -$1.46M -32,374 Closed
MCC
273
Money Concepts Capital
Florida
– -$110K -28,512 Closed
OC
274
Oppenheimer & Co
New York
– -$721K -15,980 Closed
PWM
275
Prosperity Wealth Management
California
– -$676K -14,989 Closed
8 9 10
11
12