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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

420 hedge funds and large institutions have $3.6B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
420
Holders Change
+96
Holders Change %
+29.63%
% of All Funds
6.16%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.43%
New
117
Increased
229
Reduced
52
Closed
18
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$655M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$421M
3
Bank of America
3
Bank of America
North Carolina
$117M
4
LPL Financial
4
LPL Financial
California
$253M
5
Wells Fargo
5
Wells Fargo
California
$138M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$127M
2
ACA
2
Aptus Capital Advisors
Alabama
$647K
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$17M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$524K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
76
Howard Capital Management
Georgia
$6.02M +$483K +9,628 +9%
MFGM
77
Marshall Financial Group (Maryland)
Maryland
$5.9M +$5.9M +118,097 New
ATC
78
Argent Trust Co
Tennessee
$5.68M +$2.55M +51,162 +82%
BCM
79
Beck Capital Management
Texas
$5.63M -$135K -2,703 -2%
NA
80
NewEdge Advisors
Louisiana
$5.59M +$1.72M +33,898 +44%
SWM
81
StoneCrest Wealth Management
Arizona
$5.59M +$5.59M +111,936 New
NEPWA
82
New England Private Wealth Advisors
Massachusetts
$5.5M +$564K +11,297 +11%
SI
83
Stephens Inc
Arkansas
$5.29M +$1.67M +33,510 +46%
PA
84
PSI Advisors
Florida
$5.24M +$5.24M +104,913 New
ACM
85
Avalon Capital Management
California
$5.17M +$5.17M +103,643 New
MSAM
86
Moloney Securities Asset Management
Missouri
$4.91M +$565K +11,307 +13%
Mariner
87
Mariner
Kansas
$4.73M +$2.33M +46,710 +97%
EBWM
88
Eagle Bluffs Wealth Management
Missouri
$4.73M +$877K +17,423 +23%
TFS
89
Thoroughbred Financial Services
Tennessee
$4.47M +$4.08M +81,713 +1,056%
MW
90
MBL Wealth
North Carolina
$4.45M +$956K +19,156 +27%
HIP
91
HUB Investment Partners
Texas
$4.36M +$1.62M +32,370 +59%
BFA
92
Beacon Financial Advisory
Ohio
$4.29M +$1.16M +23,220 +37%
PWP
93
Principle Wealth Partners
Connecticut
$4.11M +$331K +6,631 +9%
M1FG
94
Mach-1 Financial Group
Arkansas
$3.96M +$226K +4,521 +6%
RFMS
95
RWQ Financial Management Services
Florida
$3.94M +$3.94M +78,908 New
EFH
96
Eaton Financial Holdings
Florida
$3.89M +$55.9K +1,120 +1%
CAM
97
Cobblestone Asset Management
Virginia
$3.86M +$1.9K +38 +0%
AWM
98
Apollon Wealth Management
South Carolina
$3.79M +$344K +6,888 +10%
TCWM
99
Total Clarity Wealth Management
Illinois
$3.75M +$1.53M +30,730 +69%
ACM
100
AlphaStar Capital Management
North Carolina
$3.71M +$2.65M +52,573 +249%
2 3
4
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