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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 %
IP
51
Ignite Planners
California
$1.07M 24,778 +24,778 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.06M 26,070 +26,070 New
CA
53
Cambridge Advisors
Nebraska
$1.04M 25,594 +3,749 +17%
CAL
54
Capital Analysts LLC
Pennsylvania
$997K 24,431 +24,431 New
RWPA
55
Richard W. Paul & Associates
Michigan
$986K 24,170 +24,170 New
XWM
56
Xcel Wealth Management
Florida
$971K 23,787 +2,685 +13%
Mariner
57
Mariner
Kansas
$911K 22,340 +5,887 +36%
PWM
58
Prosperity Wealth Management
California
$895K 21,931 +21,931 New
CCA
59
Childress Capital Advisors
Texas
$812K 19,895 -33,823 -63%
DIM
60
Delta Investment Management
California
$737K 18,066 +18,066 New
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$734K 18,002 +18,002 New
WWM
62
Wagner Wealth Management
South Carolina
$711K 17,436 +1,154 +7%
MCC
63
Money Concepts Capital
Florida
$694K 17,006 +17,006 New
SWP
64
Summit Wealth Partners
Florida
$689K 16,893 +9,192 +119%
CBA
65
Coastal Bridge Advisors
Connecticut
$670K 16,432 +16,432 New
GM
66
GeoWealth Management
Illinois
$600K 14,698 -9,039 -38%
SFA
67
Source Financial Advisors
New York
$598K 14,648 -9,039 -38%
MML Investors Services
68
MML Investors Services
Massachusetts
$597K 14,643 +9,024 +161%
BAM
69
BTS Asset Management
Massachusetts
$559K 13,041 +13,041 New
BWG
70
Beta Wealth Group
California
$550K 13,477 +13,477 New
RCA
71
Reitz Capital Advisors
Michigan
$547K 13,400 +13,400 New
SOS
72
Silver Oak Securities
Tennessee
$518K 12,687 -20,927 -62%
HFS
73
Howard Financial Services
Texas
$518K 12,687 +12,687 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$510K 12,500 – –
CFG
75
Cooper Financial Group
California
$494K 12,120 +1,813 +18%
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