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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 Market Value Shares Shares
Change 		Shares
Change %
VAM
76
Verity Asset Management
North Carolina
$3.2M 68,229 -1,137 -2%
IP
77
Ignite Planners
California
$3.17M 68,023 +18,482 +37%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$3.07M 65,380 +22,132 +51%
CWA
79
Consilium Wealth Advisory
Texas
$3.07M 65,360 +325 +0.5%
BIP
80
Blue Investment Partners
California
$3.03M 64,518 -59,835 -48%
HNWAG
81
High Net Worth Advisory Group
Florida
$3M 63,841 +7,562 +13%
ARG
82
Advisory Resource Group
Oklahoma
$2.96M 63,068 -2,646 -4%
PFG
83
Prosperity Financial Group
California
$2.95M 62,805 +13,378 +27%
BFA
84
Beacon Financial Advisory
Ohio
$2.95M 62,781 +31,675 +102%
ATC
85
Argent Trust Co
Tennessee
$2.94M 62,560 +35,620 +132%
CCA
86
Childress Capital Advisors
Texas
$2.86M 57,965 +15,165 +35%
HWAM
87
Hennion & Walsh Asset Management
New Jersey
$2.86M 60,905 +2,465 +4%
Bank of America
88
Bank of America
North Carolina
$2.82M 60,030 +41,595 +226%
AAS
89
Ameritas Advisory Services
Nebraska
$2.7M 57,411 +24,061 +72%
HH
90
Hilltop Holdings
Texas
$2.63M 56,144 -3,554 -6%
HIP
91
HUB Investment Partners
Texas
$2.58M 54,912 +24,645 +81%
WWM
92
Wagner Wealth Management
South Carolina
$2.52M 53,802 +2,942 +6%
Jane Street
93
Jane Street
New York
$2.52M 53,750 -310,682 -85%
Citadel Advisors
94
Citadel Advisors
Florida
$2.51M 53,505 +43,181 +418%
LSPW
95
Lake Street Private Wealth
Illinois
$2.45M 52,307 -4,061 -7%
DIM
96
Delta Investment Management
California
$2.33M 49,561 +8,034 +19%
KWM
97
Kingsview Wealth Management
Oregon
$2.28M 48,489 +12,354 +34%
DC
98
Davenport & Co
Virginia
$2.27M 48,331 +7,217 +18%
Mariner
99
Mariner
Kansas
$2.26M 48,084 +22,806 +90%
GSIAS
100
Garden State Investment Advisory Services
New Jersey
$2.25M 47,842 +14,428 +43%
2 3
4
5 6