We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

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.

New
Increased
Maintained
Reduced
Closed

2,100% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 3

2,000% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 1

258% more capital invested

Capital invested by funds: $67M → $240M (+$173M)

233% more funds holding

Funds holding: 2790 (+63)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

25.63% less ownership

Funds ownership: 83.78%58.15% (-26%)

Holders
90
Holders Change
+63
Holders Change %
+233.33%
% of All Funds
1.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MW
26
MBL Wealth
North Carolina
$1.77M +$1.99M +42,477 New
USCWA
27
U.S. Capital Wealth Advisors
Texas
$1.68M +$1.57M +33,550 +491%
SOS
28
Silver Oak Securities
Tennessee
$1.58M +$1.57M +33,614 New
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$1.51M +$1.7M +36,295 New
HighTower Advisors
30
HighTower Advisors
Illinois
$1.44M +$1.31M +28,050 +426%
SPC
31
Sigma Planning Corp
Michigan
$1.22M +$1.38M +29,375 New
ICP
32
Interchange Capital Partners
Pennsylvania
$1.12M +$670K +14,322 +113%
FA
33
FDx Advisors
Illinois
$1.12M +$669K +14,286 +113%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.06M +$1.19M +25,400 New
GM
35
GeoWealth Management
Illinois
$989K +$1.11M +23,737 New
SFA
36
Source Financial Advisors
New York
$987K +$1.11M +23,687 New
CA
37
Cambridge Advisors
Nebraska
$910K +$698K +14,907 +215%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$887K +$997K +21,296 New
XWM
39
Xcel Wealth Management
Florida
$879K +$988K +21,102 New
DAS
40
Dynamic Advisor Solutions
Arizona
$853K +$681K +14,548 +245%
LPL Financial
41
LPL Financial
California
$706K +$794K +16,954 New
Mariner
42
Mariner
Kansas
$685K +$770K +16,453 New
WWMSC
43
Wagner Wealth Management (South Carolina)
South Carolina
$678K +$762K +16,282 New
HNWAG
44
High Net Worth Advisory Group
Florida
$650K +$340K +7,260 +87%
WS
45
Wedbush Securities
California
$545K +$612K +13,078 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$520K +$585K +12,500 New
CW
47
CreativeOne Wealth
Kansas
$498K +$560K +11,964 New
CPW
48
Crestmont Private Wealth
Texas
$464K +$521K +11,129 New
OBWG
49
Onyx Bridge Wealth Group
New York
$455K +$523K +11,168 New
AWA
50
Arete Wealth Advisors
Illinois
$450K +$506K +10,799 New