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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

90 hedge funds and large institutions have $240M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 21 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
90
Holders Change
+63
Holders Change %
+233.33%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
66
Increased
21
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$41.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.2M
3
RCM
3
Requisite Capital Management
Texas
$17M
4
RJA
4
Raymond James & Associates
Florida
$13.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$0
3
CWA
3
Core Wealth Advisors
Florida
$16K
4
AW
4
ACG Wealth
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
26
MBL Wealth
North Carolina
$1.77M +$1.77M +42,477 New
USCWA
27
U.S. Capital Wealth Advisors
Texas
$1.68M +$1.4M +33,550 +491%
SOS
28
Silver Oak Securities
Tennessee
$1.58M +$1.58M +33,614 New
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$1.51M +$1.51M +36,295 New
HighTower Advisors
30
HighTower Advisors
Illinois
$1.44M +$1.17M +28,050 +426%
SPC
31
Sigma Planning Corp
Michigan
$1.22M +$1.22M +29,375 New
ICP
32
Interchange Capital Partners
Pennsylvania
$1.12M +$596K +14,322 +113%
FA
33
FDx Advisors
Illinois
$1.12M +$595K +14,286 +113%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.06M +$1.06M +25,400 New
GM
35
GeoWealth Management
Illinois
$989K +$989K +23,737 New
SFA
36
Source Financial Advisors
New York
$987K +$987K +23,687 New
CA
37
Cambridge Advisors
Nebraska
$910K +$621K +14,907 +215%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$887K +$887K +21,296 New
XWM
39
Xcel Wealth Management
Florida
$879K +$879K +21,102 New
DAS
40
Dynamic Advisor Solutions
Arizona
$853K +$606K +14,548 +245%
LPL Financial
41
LPL Financial
California
$706K +$706K +16,954 New
Mariner
42
Mariner
Kansas
$685K +$685K +16,453 New
WWM
43
Wagner Wealth Management
South Carolina
$678K +$678K +16,282 New
HNWAG
44
High Net Worth Advisory Group
Florida
$650K +$302K +7,260 +87%
WS
45
Wedbush Securities
California
$545K +$545K +13,078 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$520K +$520K +12,500 New
CW
47
CreativeOne Wealth
Kansas
$498K +$498K +11,964 New
CPW
48
Crestmont Private Wealth
Texas
$464K +$464K +11,129 New
OBWG
49
Onyx Bridge Wealth Group
New York
$455K +$455K +11,168 New
AWA
50
Arete Wealth Advisors
Illinois
$450K +$450K +10,799 New
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