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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

420 hedge funds and large institutions have $3.6B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+96
Holders Change %
+29.63%
% of All Funds
6.16%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.43%
New
117
Increased
229
Reduced
52
Closed
18
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$655M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$421M
3
Bank of America
Bank of America
North Carolina
$117M
4
LPL Financial
LPL Financial
California
$253M
5
Wells Fargo
Wells Fargo
California
$138M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M
2
ACA
Aptus Capital Advisors
Alabama
$647K
3
PCIA
Prime Capital Investment Advisors
Kansas
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jane Street
Jane Street
New York
$524K
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
351
Laird Norton Wetherby Wealth Management
California
$221K +$221K +4,424 New
CFA
352
Cahill Financial Advisors
Minnesota
$212K +$212K +4,241 New
SIC
353
Samalin Investment Counsel
New York
$211K -$43.8K -878 -17%
IA
354
IFG Advisory
Georgia
$210K +$210K +4,212 New
SIM
355
Stratos Investment Management
Ohio
$205K +$205K +4,103 New
CTWM
356
Cherry Tree Wealth Management
Minnesota
$204K +$26.3K +527 +15%
CFO
357
CVA Family Office
Colorado
$200K +$200K +4,005 New
NFSG
358
Newbridge Financial Services Group
Florida
$171K +$134K +2,692 +368%
BL
359
BFSG LLC
California
$160K +$160K +3,200 New
CJ
360
Caitlin John
Michigan
$146K +$146K +2,893 New
FWA
361
FSC Wealth Advisors
New York
$144K +$51.6K +1,033 +56%
HT
362
Headlands Technologies
Illinois
$138K +$126K +2,516 +1,027%
DFA
363
DHJJ Financial Advisors
Illinois
$124K -$2.25K -45 -2%
SIS
364
Sound Income Strategies
Florida
$116K +$15.8K +317 +16%
AWM
365
Avior Wealth Management
Nebraska
$110K +$55.1K +1,104 +100%
FFA
366
Farther Finance Advisors
California
$103K +$19.6K +393 +24%
IGWM
367
ICA Group Wealth Management
Colorado
$90.6K +$90.6K +1,815 New
VAG
368
VisionPoint Advisory Group
Texas
$84.9K +$84.9K +1,700 New
RDFA
369
Ritter Daniher Financial Advisory
Ohio
$83K +$44.3K +888 +115%
CAM
370
Close Asset Management
United Kingdom
$74K +$74K +1,477 New
HFS
371
HBC Financial Services
Washington
$74K +$74K +1,500 New
S
372
SignatureFD
Georgia
$73.6K +$69.7K +1,397 +1,791%
WSC
373
Wellington Shields & Co
New York
$60.2K +$60.2K +1,205 New
AF
374
Allworth Financial
California
$59.4K +$21.9K +439 +59%
SS
375
Sunbelt Securities
Texas
$55.4K +$1.25K +25 +2%
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