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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

142 hedge funds and large institutions have $936M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
142
Holders Change
+52
Holders Change %
+57.78%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.15%
New
66
Increased
47
Reduced
20
Closed
11
Calls
$775K
Puts
$624K
Net Calls
+$151K
Net Calls Change
+$151K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$573M
2
LPL Financial
2
LPL Financial
California
$32.7M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$31.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$24M
5
MS
5
Madden Securities
Texas
$9.72M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
HC
3
Hourglass Capital
Texas
$0
4
RJA
4
Raymond James & Associates
Florida
$12.1M
5
CCA
5
Childress Capital Advisors
Texas
$812K
Name Market Value Shares Shares
Change 		Shares
Change %
MFP
26
Meridian Financial Partners
Virginia
$3.29M 78,138 +1,727 +2%
ARG
27
Advisory Resource Group
Oklahoma
$2.83M 69,376 +11,005 +19%
SPIA
28
Steward Partners Investment Advisory
New York
$2.79M 68,480 +68,480 New
Renaissance Technologies
29
Renaissance Technologies
New York
$2.77M 67,786 -2,914 -4%
EBWM
30
Eagle Bluffs Wealth Management
Missouri
$2.71M 66,517 +66,517 New
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$2.68M 65,771 +1,242 +2%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$2.49M 61,030 +20,645 +51%
WCP
33
Wick Capital Partners
Pennsylvania
$2.35M 57,591 +52,703 +1,078%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.33M 57,203 +31,803 +125%
Stifel Financial
35
Stifel Financial
Missouri
$2.22M 54,525 +5,321 +11%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.21M 54,092 +19,455 +56%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$2.06M 50,492 +29,196 +137%
ICP
38
Interchange Capital Partners
Pennsylvania
$2M 49,030 +22,035 +82%
FA
39
FDx Advisors
Illinois
$2M 48,913 +21,954 +81%
Citadel Advisors
40
Citadel Advisors
Florida
$1.99M 48,776 +48,776 New
MW
41
MBL Wealth
North Carolina
$1.92M 47,058 +4,581 +11%
HNWAG
42
High Net Worth Advisory Group
Florida
$1.78M 43,633 +28,027 +180%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$1.69M 41,346 +5,051 +14%
LSPW
44
Lake Street Private Wealth
Illinois
$1.52M 37,227 +37,227 New
AWS
45
Atria Wealth Solutions
New York
$1.46M 35,469 +35,469 New
AAS
46
Ameritas Advisory Services
Nebraska
$1.33M 32,590 +32,590 New
CW
47
CIC Wealth
Maryland
$1.3M 31,985 +31,985 New
CA
48
Clearstead Advisors
Ohio
$1.29M 31,570 +31,570 New
AWM
49
AE Wealth Management
Kansas
$1.12M 27,497 +27,497 New
DAS
50
Dynamic Advisor Solutions
Arizona
$1.12M 27,400 +6,917 +34%
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