JEPQ icon

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 %
BWM
376
BKM Wealth Management
Wisconsin
$55.2K +$55.2K +1,105 New
PTC
377
Private Trust Company
Ohio
$48.8K +$25K +500 +105%
UB
378
UMB Bank
Missouri
$46.7K – – –
RBC
379
Roble Belko & Company
Pennsylvania
$43K +$43K +871 New
GTAM
380
Global Trust Asset Management
Florida
$39.9K -$74.4K -1,490 -65%
TCM
381
TD Capital Management
Tennessee
$39.9K +$39.9K +800 New
IHWM
382
Iron Horse Wealth Management
Iowa
$36.9K +$12K +240 +48%
IBOK
383
Independence Bank of Kentucky
Kentucky
$36K – – –
FRA
384
Front Row Advisors
California
$32K – – –
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$31.5K -$26K -520 -45%
HBW
386
Hazlett, Burt & Watson
West Virginia
$31K +$9.54K +200 +44%
HIA
387
Harbor Investment Advisory
Maryland
$29.7K – – –
GWSA
388
Global Wealth Strategies & Associates
Colorado
$27.5K +$27.5K +550 New
CPA
389
Clear Point Advisors
New York
$26.2K +$26.2K +525 New
LFG
390
Larson Financial Group
Missouri
$25K -$79.9K -1,600 -76%
VNA
391
Valley National Advisers
Pennsylvania
$24K +$249 +5 +1%
FMP
392
Financial Management Professionals
Texas
$22K +$544 +11 +3%
MIM
393
Macroview Investment Management
Maryland
$22K +$11.4K +228 +108%
RG
394
Retirement Group
California
$20.7K +$20.7K +415 New
OLVIG
395
Oliver Lagore Vanvalin Investment Group
Michigan
$19.5K +$19.5K +390 New
Bessemer Group
396
Bessemer Group
New Jersey
$17K – – –
VWM
397
Venturi Wealth Management
Texas
$16.9K +$7.39K +148 +78%
TPCW
398
TD Private Client Wealth
New York
$16.5K -$12.2K -245 -43%
RCM
399
Raleigh Capital Management
North Carolina
$15K +$2.5K +50 +20%
GFP
400
Gryphon Financial Partners
Ohio
$15K +$15K +300 New
14 15
16
17 18