We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

270 hedge funds and large institutions have $1.41B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 150 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 26

388% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 17

95% more capital invested

Capital invested by funds: $722M → $1.41B (+$686M)

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

32% more funds holding

Funds holding: 204 → 270 (+66)

0.42% more ownership

Funds ownership: 37.36% → 37.78% (+0.42%)

82% less call options, than puts

Call options by funds: $339K | Put options by funds: $1.89M

Holders
270
Holders Change
+66
Holders Change %
+32.35%
% of All Funds
4.24%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
83
Increased
150
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M

Top Buyers

1
NYLIM
New York Life Investment Management
New York
+$43.5M
2
RIG
RiverFront Investment Group
Virginia
+$42.9M
3
HCM
Hilton Capital Management
New York
+$42.6M
4
LPL Financial
LPL Financial
California
+$38.3M
5
UBS Group
UBS Group
Switzerland
+$34.6M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$7.46M
2
WHG
Westwood Holdings Group
Texas
-$4.33M
3
PFS
Prospera Financial Services
Texas
-$3.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
5
SAM
Synergy Asset Management
Washington
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
76
High Net Worth Advisory Group
Florida
$2.72M +$267K +5,777 +11%
TFA
77
Teamwork Financial Advisors
Texas
$2.67M +$2.55M +55,178 New
AWM
78
Apollon Wealth Management
South Carolina
$2.66M +$1.82M +39,306 +252%
XWM
79
Xcel Wealth Management
Florida
$2.52M +$936K +20,245 +64%
ICP
80
Interchange Capital Partners
Pennsylvania
$2.5M -$353K -7,636 -13%
FA
81
FDx Advisors
Illinois
$2.47M +$99.1K +2,144 +4%
WWMSC
82
Wagner Wealth Management (South Carolina)
South Carolina
$2.46M +$171K +3,692 +8%
MW
83
MBL Wealth
North Carolina
$2.45M +$270K +5,836 +13%
PFG
84
Prosperity Financial Group
California
$2.39M +$7.35K +159 +0.3%
IP
85
Ignite Planners
California
$2.37M +$1.09M +23,520 +90%
Franklin Resources
86
Franklin Resources
California
$2.23M -$156K -3,375 -7%
CA
87
Cambridge Advisors
Nebraska
$2.17M +$625K +13,526 +43%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$2.09M +$291K +6,299 +17%
CCA
89
Childress Capital Advisors
Texas
$2.07M +$971K +21,000 +96%
DIM
90
Delta Investment Management
California
$2.01M +$547K +11,838 +40%
DC
91
Davenport & Co
Virginia
$1.99M +$1.24M +26,900 +189%
TWM
92
Tradition Wealth Management
Minnesota
$1.97M +$264K +5,720 +16%
OIA
93
OneDigital Investment Advisors
Kansas
$1.87M +$854K +18,479 +92%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$1.84M -$1.49M -32,180 -46%
BEI
95
Benjamin Edwards Inc
Missouri
$1.8M +$698K +15,109 +68%
RWPA
96
Richard W. Paul & Associates
Michigan
$1.76M +$2.96K +64 +0.2%
SI
97
Stephens Inc
Arkansas
$1.75M +$1.67M +36,167 New
KWM
98
Kingsview Wealth Management
Oregon
$1.75M +$925K +20,016 +124%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$1.7M +$573K +12,400 +55%
ACM
100
AlphaStar Capital Management
North Carolina
$1.68M +$1.28M +27,587 +384%
2 3
4
5 6