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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 %
CFG
51
Cooper Financial Group
California
$429K +$429K +10,307 New
VAS
52
Vestmark Advisory Solutions
Massachusetts
$389K +$389K +9,341 New
VWM
53
Vigilare Wealth Management
Arizona
$376K +$376K +9,039 New
IAN
54
Integrated Advisors Network
Texas
$372K +$372K +8,939 New
CF
55
Centaurus Financial
California
$357K +$357K +8,561 New
AAS
56
Avantax Advisory Services
Texas
$346K +$346K +8,318 New
CP
57
Castleview Partners
Texas
$321K +$26.3K +631 +9%
SWP
58
Summit Wealth Partners
Florida
$321K +$321K +7,701 New
MW
59
Marcum Wealth
Ohio
$296K +$296K +7,111 New
RWA
60
Redhawk Wealth Advisors
Minnesota
$265K +$265K +6,358 New
HCM
61
Highlander Capital Management
New Jersey
$249K +$191K +4,575 +327%
5L
62
55I LLC
Massachusetts
$243K +$243K +5,832 New
ZIMP
63
Zimmermann Investment Management & Planning
Pennsylvania
$240K +$240K +5,770 New
MML Investors Services
64
MML Investors Services
Massachusetts
$234K +$234K +5,619 New
WP
65
WealthShield Partners
North Carolina
$229K +$7.2K +173 +3%
IAIM
66
International Assets Investment Management
Florida
$216K +$216K +5,175 New
UCFA
67
United Capital Financial Advisors
Texas
$214K +$214K +5,139 New
KAS
68
Kestra Advisory Services
Texas
$213K +$213K +5,119 New
WCP
69
Wick Capital Partners
Pennsylvania
$204K +$204K +4,888 New
AF
70
Advisornet Financial
Minnesota
$163K +$163K +3,918 New
RIA
71
Realta Investment Advisors
Delaware
$80K +$80K +1,930 New
IA
72
IFP Advisors
Florida
$55K +$55K +1,078 New
TPCW
73
TD Private Client Wealth
New York
$38K +$38K +912 New
PGAM
74
Princeton Global Asset Management
New Jersey
$26K +$26K +625 New
Bank of America
75
Bank of America
North Carolina
$19K +$19K +450 New
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