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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

268 hedge funds and large institutions have $1.4B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 149 increasing their positions, 26 reducing their positions, and 17 closing their positions.

Holders
268
Holders Change
+65
Holders Change %
+32.02%
% of All Funds
4.23%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
82
Increased
149
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$45.5M
2
RIG
2
RiverFront Investment Group
Virginia
$90M
3
HCM
3
Hilton Capital Management
New York
$44.6M
4
LPL Financial
4
LPL Financial
California
$133M
5
UBS Group
5
UBS Group
Switzerland
$65M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$14.8M
2
WHG
2
Westwood Holdings Group
Texas
$14.6M
3
PFS
3
Prospera Financial Services
Texas
$4.57M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SAM
5
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCP
51
Wick Capital Partners
Pennsylvania
$5.15M -$825K -17,049 -14%
AWS
52
Atria Wealth Solutions
New York
$5.13M +$1.67M +34,565 +48%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$5.06M +$1.18M +24,424 +30%
HCM
54
Howard Capital Management
Georgia
$4.74M +$3.29M +67,936 +226%
CBA
55
Coastal Bridge Advisors
Connecticut
$4.65M +$1.65M +34,165 +55%
PFS
56
Prospera Financial Services
Texas
$4.57M -$3.88M -80,186 -46%
MML Investors Services
57
MML Investors Services
Massachusetts
$4.4M +$1.78M +36,746 +68%
EBWM
58
Eagle Bluffs Wealth Management
Missouri
$4.02M +$81.6K +1,687 +2%
CW
59
CIC Wealth
Maryland
$3.98M +$2.34M +48,425 +143%
MFP
60
Meridian Financial Partners
Virginia
$3.81M -$10.1K -207 -0.3%
EFH
61
Eaton Financial Holdings
Florida
$3.56M +$3.56M +73,629 New
EH
62
Equitable Holdings
New York
$3.47M +$2.43M +50,179 +232%
VAM
63
Verity Asset Management
North Carolina
$3.36M +$822K +16,994 +32%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$3.33M +$2.37M +49,090 +249%
OMC
65
Old Mission Capital
Illinois
$3.24M +$3.24M +66,887 New
ARG
66
Advisory Resource Group
Oklahoma
$3.18M -$177K -3,652 -5%
NEPWA
67
New England Private Wealth Advisors
Massachusetts
$3.16M +$2.68M +55,315 +554%
CWA
68
Consilium Wealth Advisory
Texas
$3.15M +$3.15M +65,035 New
PWP
69
Principle Wealth Partners
Connecticut
$3.1M +$3.1M +64,164 New
BWG
70
Beta Wealth Group
California
$2.98M -$70.2K -1,451 -2%
HH
71
Hilltop Holdings
Texas
$2.89M +$392K +8,113 +16%
HWAM
72
Hennion & Walsh Asset Management
New Jersey
$2.83M +$313K +6,465 +12%
DAS
73
Dynamic Advisor Solutions
Arizona
$2.79M +$725K +14,989 +35%
LSPW
74
Lake Street Private Wealth
Illinois
$2.73M +$606K +12,525 +29%
HNWAG
75
High Net Worth Advisory Group
Florida
$2.72M +$279K +5,777 +11%
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