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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 %
VNA
301
Valley National Advisers
Pennsylvania
$22K +$22K +476 New
HBW
302
Hazlett, Burt & Watson
West Virginia
$21K +$21K +450 New
FMP
303
Financial Management Professionals
Texas
$20K +$19.1K +414 +2,070%
SCA
304
Stonebridge Capital Advisors
Minnesota
$18.8K +$18.8K +400 New
Bessemer Group
305
Bessemer Group
New Jersey
$16K +$16K +341 New
RCM
306
Raleigh Capital Management
North Carolina
$11.7K +$11.7K +250 New
HT
307
Headlands Technologies
Illinois
$11.5K +$11.5K +245 New
CWA
308
Core Wealth Advisors
Florida
$10.7K – – –
MIM
309
Macroview Investment Management
Maryland
$9.95K +$422 +9 +4%
GWSG
310
GPS Wealth Strategies Group
Colorado
$9.4K +$235 +5 +3%
PAG
311
Paladin Advisory Group
Iowa
$9.25K +$2.82K +60 +44%
CG
312
Cutler Group
California
$9K -$22.5K -500 -71%
VWM
313
Venturi Wealth Management
Texas
$8.93K +$8.93K +190 New
PCM
314
Penserra Capital Management
California
$7K -$12.5K -269 -64%
Citigroup
315
Citigroup
New York
$5.26K +$5.26K +112 New
Qube Research & Technologies (QRT)
316
Qube Research & Technologies (QRT)
United Kingdom
$5.12K -$142K -3,019 -97%
WOSD
317
WFA of San Diego
California
$4.69K +$4.69K +100 New
FA
318
Financial Avengers
California
$4.69K +$4.69K +100 New
AAG
319
Armstrong Advisory Group
Massachusetts
$4.69K +$4.69K +100 New
Fidelity Investments
320
Fidelity Investments
Massachusetts
$4.63K +$4.54K +97 +4,850%
AW
321
Avion Wealth
Texas
$4K – – –
S
322
SignatureFD
Georgia
$3.68K +$755 +16 +26%
HWP
323
Hibernia Wealth Partners
Louisiana
$664 +$664 +14 New
HCM
324
Hilton Capital Management
New York
– -$44.6M -921,554 Closed
Renaissance Technologies
325
Renaissance Technologies
New York
– -$11.3M -232,700 Closed
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13
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