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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

324 hedge funds and large institutions have $2.02B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 181 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
324
Holders Change
+56
Holders Change %
+20.9%
% of All Funds
5.17%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
77
Increased
181
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$141M
4
Wells Fargo
4
Wells Fargo
California
$64.7M
5
LPL Financial
5
LPL Financial
California
$171M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$0
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$24.6M
3
RCA
3
Reitz Capital Advisors
Michigan
$3.75M
4
Jane Street
4
Jane Street
New York
$2.52M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
51
Eldridge Investment Advisors
New Hampshire
$5.23M +$5.23M +112,487 New
OPS
52
Orion Portfolio Solutions
Nebraska
$5.23M -$521K -11,104 -9%
BCI
53
Brinker Capital Investments
Pennsylvania
$5.23M -$521K -11,104 -9%
HCM
54
Howard Capital Management
Georgia
$5.18M +$578K +12,316 +13%
GL
55
Graypoint LLC
New York
$4.97M +$4.97M +105,869 New
CW
56
CIC Wealth
Maryland
$4.91M +$1.05M +22,385 +27%
BWG
57
Beta Wealth Group
California
$4.73M +$1.84M +39,198 +64%
NEPWA
58
New England Private Wealth Advisors
Massachusetts
$4.68M +$1.59M +33,582 +51%
PFS
59
Prospera Financial Services
Texas
$4.65M +$212K +4,518 +5%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$4.54M -$548K -11,685 -11%
MSAM
61
Moloney Securities Asset Management
Missouri
$4.09M +$4.09M +87,068 New
WCP
62
Wick Capital Partners
Pennsylvania
$3.97M -$1.03M -21,888 -21%
RCA
63
Reitz Capital Advisors
Michigan
$3.75M -$15.7M -331,569 -81%
MFP
64
Meridian Financial Partners
Virginia
$3.67M +$8.44K +180 +0.2%
CAM
65
Cobblestone Asset Management
Virginia
$3.63M +$3.63M +77,287 New
CA
66
Cambridge Advisors
Nebraska
$3.62M +$1.52M +32,463 +73%
DAS
67
Dynamic Advisor Solutions
Arizona
$3.61M +$903K +19,251 +33%
EFH
68
Eaton Financial Holdings
Florida
$3.61M +$151K +3,217 +4%
EBWM
69
Eagle Bluffs Wealth Management
Missouri
$3.59M -$307K -6,545 -8%
NA
70
NewEdge Advisors
Louisiana
$3.59M +$2.03M +43,297 +130%
PWP
71
Principle Wealth Partners
Connecticut
$3.55M +$536K +11,430 +18%
M1FG
72
Mach-1 Financial Group
Arkansas
$3.51M +$3.51M +74,890 New
SI
73
Stephens Inc
Arkansas
$3.4M +$1.7M +36,205 +100%
MW
74
MBL Wealth
North Carolina
$3.29M +$912K +19,427 +38%
AWM
75
Apollon Wealth Management
South Carolina
$3.24M +$662K +14,100 +26%
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