JEPQ icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
TFA
76
Teamwork Financial Advisors
Texas
$2.67M +$2.67M +55,178 New
AWM
77
Apollon Wealth Management
South Carolina
$2.66M +$1.9M +39,306 +252%
XWM
78
Xcel Wealth Management
Florida
$2.52M +$979K +20,245 +64%
ICP
79
Interchange Capital Partners
Pennsylvania
$2.5M -$369K -7,636 -13%
FA
80
FDx Advisors
Illinois
$2.47M +$104K +2,144 +4%
WWM
81
Wagner Wealth Management
South Carolina
$2.46M +$179K +3,692 +8%
MW
82
MBL Wealth
North Carolina
$2.45M +$282K +5,836 +13%
PFG
83
Prosperity Financial Group
California
$2.39M +$7.69K +159 +0.3%
IP
84
Ignite Planners
California
$2.37M +$1.13M +23,520 +90%
Franklin Resources
85
Franklin Resources
California
$2.23M -$163K -3,375 -7%
CA
86
Cambridge Advisors
Nebraska
$2.17M +$654K +13,526 +43%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$2.09M +$305K +6,299 +17%
CCA
88
Childress Capital Advisors
Texas
$2.07M +$1.02M +21,000 +96%
DIM
89
Delta Investment Management
California
$2.01M +$573K +11,838 +40%
DC
90
Davenport & Co
Virginia
$1.99M +$1.3M +26,900 +189%
TWM
91
Tradition Wealth Management
Minnesota
$1.97M +$277K +5,720 +16%
OIA
92
OneDigital Investment Advisors
Kansas
$1.87M +$894K +18,479 +92%
USCWA
93
U.S. Capital Wealth Advisors
Texas
$1.84M -$1.56M -32,180 -46%
BEI
94
Benjamin Edwards Inc
Missouri
$1.81M +$731K +15,109 +68%
RWPA
95
Richard W. Paul & Associates
Michigan
$1.76M +$3.1K +64 +0.2%
SI
96
Stephens Inc
Arkansas
$1.75M +$1.75M +36,167 New
KWM
97
Kingsview Wealth Management
Oregon
$1.75M +$968K +20,016 +124%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$1.7M +$600K +12,400 +55%
ACM
99
AlphaStar Capital Management
North Carolina
$1.68M +$1.33M +27,587 +384%
MTWM
100
Masso Torrence Wealth Management
New Jersey
$1.67M +$782K +16,170 +88%
2 3
4
5 6