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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 %
GSIAS
76
Garden State Investment Advisory Services
New Jersey
$1.17M +$1.17M +25,886 New
IP
77
Ignite Planners
California
$1.16M +$55.4K +1,243 +5%
RCM
78
Rain Capital Management
Oregon
$1.16M +$1.16M +25,687 New
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$1.11M +$828K +18,355 +293%
Mariner
80
Mariner
Kansas
$1.1M +$90.6K +2,008 +9%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$1.04M +$479K +10,634 +85%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$1.03M +$1.03M +22,737 New
BEI
83
Benjamin Edwards Inc
Missouri
$1M +$1M +22,214 New
CCA
84
Childress Capital Advisors
Texas
$983K +$85.9K +1,905 +10%
EH
85
Equitable Holdings
New York
$973K +$973K +21,585 New
IA
86
IFP Advisors
Florida
$957K +$898K +17,570 +1,509%
OIA
87
OneDigital Investment Advisors
Kansas
$909K +$909K +20,162 New
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$890K +$78.1K +1,731 +10%
TCWM
89
Total Clarity Wealth Management
Illinois
$852K +$852K +18,890 New
RIA
90
Realta Investment Advisors
Delaware
$850K +$523K +11,603 +160%
SPC
91
Sigma Planning Corp
Michigan
$835K +$572K +12,696 +218%
MTWM
92
Masso Torrence Wealth Management
New Jersey
$826K +$826K +18,322 New
IAN
93
Integrated Advisors Network
Texas
$821K +$402K +8,922 +96%
SOS
94
Silver Oak Securities
Tennessee
$811K +$239K +5,292 +42%
SWP
95
Summit Wealth Partners
Florida
$789K +$27.7K +614 +4%
AWA
96
Arete Wealth Advisors
Illinois
$779K +$145K +3,215 +23%
PWM
97
Purus Wealth Management
California
$751K +$751K +16,660 New
KWM
98
Kingsview Wealth Management
Oregon
$727K +$222K +4,932 +44%
OC
99
Oppenheimer & Co
New York
$721K +$721K +15,980 New
CF
100
Centaurus Financial
California
$704K +$238K +5,286 +51%
2 3
4
5 6