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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 %
AWM
101
Apollon Wealth Management
South Carolina
$704K +$704K +15,610 New
IWM
102
IHT Wealth Management
Illinois
$700K +$700K +15,531 New
Lido Advisors
103
Lido Advisors
California
$687K +$687K +15,235 New
HIP
104
HUB Investment Partners
Texas
$685K +$388K +8,595 +130%
AUB
105
Atlantic Union Bankshares
Virginia
$684K +$684K +15,176 New
BFA
106
Beacon Financial Advisory
Ohio
$679K +$679K +15,069 New
PWM
107
Prosperity Wealth Management
California
$676K -$313K -6,942 -32%
DC
108
Davenport & Co
Virginia
$641K +$641K +14,214 New
CW
109
CreativeOne Wealth
Kansas
$633K +$93.1K +2,064 +17%
GM
110
GeoWealth Management
Illinois
$630K -$32.8K -728 -5%
SFA
111
Source Financial Advisors
New York
$628K -$32.8K -728 -5%
RIL
112
Rothschild Investment LLC
Illinois
$618K +$618K +13,711 New
CFG
113
Cooper Financial Group
California
$612K +$65.7K +1,457 +12%
Citadel Advisors
114
Citadel Advisors
Florida
$609K -$1.59M -35,279 -72%
CAN
115
Cetera Advisor Networks
California
$595K +$595K +13,206 New
CPW
116
Crestmont Private Wealth
Texas
$592K +$90.2K +2,000 +18%
BAM
117
BTS Asset Management
Massachusetts
$588K – – –
NCM
118
NCM Capital Management
New Jersey
$582K +$295K +6,535 +103%
TAM
119
Tucker Asset Management
Colorado
$538K +$538K +11,930 New
CWA
120
Clarity Wealth Advisors
California
$531K +$531K +11,770 New
SSWM
121
Sheets Smith Wealth Management
North Carolina
$527K +$527K +11,690 New
RJFSA
122
Raymond James Financial Services Advisors
Florida
$521K +$521K +11,553 New
HCM
123
Highlander Capital Management
New Jersey
$497K +$183K +4,050 +58%
BWA
124
Beam Wealth Advisors
Louisiana
$494K +$494K +10,962 New
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$478K +$478K +10,603 New
3 4
5
6 7