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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

203 hedge funds and large institutions have $719M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
203
Holders Change
+61
Holders Change %
+42.96%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
73
Increased
99
Reduced
21
Closed
12
Calls
$154K
Puts
$502K
Net Calls
-$348K
Net Calls Change
-$499K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$86.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.1M
3
LJCM
3
Lee Johnson Capital Management
Texas
$24.9M
4
KAS
4
Kestra Advisory Services
Texas
$21.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$46.4M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$24.4M
2
Jane Street
2
Jane Street
New York
$2.57M
3
SA
3
Stewardship Advisors
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$609K
5
CA
5
Clearstead Advisors
Ohio
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$2.57M -$9.22M -204,423 -78%
RCA
52
Reitz Capital Advisors
Michigan
$2.47M +$1.86M +41,358 +309%
MML Investors Services
53
MML Investors Services
Massachusetts
$2.45M +$1.78M +39,586 +270%
MAM
54
Milestone Asset Management
Pennsylvania
$2.4M +$2.4M +53,232 New
VAM
55
Verity Asset Management
North Carolina
$2.36M +$2.36M +52,372 New
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$2.34M +$479K +10,629 +26%
HH
57
Hilltop Holdings
Texas
$2.33M +$2.33M +51,585 New
HNWAG
58
High Net Worth Advisory Group
Florida
$2.28M +$310K +6,869 +16%
Franklin Resources
59
Franklin Resources
California
$2.23M +$2.23M +49,500 New
PFG
60
Prosperity Financial Group
California
$2.22M +$2.22M +49,268 New
WWM
61
Wagner Wealth Management
South Carolina
$2.13M +$1.34M +29,732 +171%
MW
62
MBL Wealth
North Carolina
$2.02M -$102K -2,261 -5%
FA
63
FDx Advisors
Illinois
$2M – – –
LSPW
64
Lake Street Private Wealth
Illinois
$1.98M +$298K +6,616 +18%
DAS
65
Dynamic Advisor Solutions
Arizona
$1.92M +$687K +15,247 +56%
AAS
66
Ameritas Advisory Services
Nebraska
$1.86M +$388K +8,609 +26%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.67M +$491K +10,879 +42%
RWPA
68
Richard W. Paul & Associates
Michigan
$1.63M +$544K +12,064 +50%
TWM
69
Tradition Wealth Management
Minnesota
$1.58M +$1.58M +35,020 New
CW
70
CIC Wealth
Maryland
$1.53M +$83.4K +1,850 +6%
TRCT
71
Tower Research Capital (TRC)
New York
$1.46M +$1.16M +25,783 +391%
XWM
72
Xcel Wealth Management
Florida
$1.43M +$360K +7,991 +34%
CA
73
Cambridge Advisors
Nebraska
$1.41M +$255K +5,656 +22%
HCM
74
Howard Capital Management
Georgia
$1.36M +$1.36M +30,113 New
DIM
75
Delta Investment Management
California
$1.34M +$524K +11,623 +64%
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