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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.

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 %
JSL
101
JT Stratford LLC
Georgia
$1.63M +$1.63M +33,775 New
GSIAS
102
Garden State Investment Advisory Services
New Jersey
$1.62M +$364K +7,528 +29%
NA
103
NewEdge Advisors
Louisiana
$1.61M +$1.29M +26,662 +408%
AAS
104
Ameritas Advisory Services
Nebraska
$1.6M -$376K -7,849 -19%
FA
105
Fagan Associates
New York
$1.58M +$1.58M +32,754 New
BFA
106
Beacon Financial Advisory
Ohio
$1.5M +$776K +16,037 +106%
HIP
107
HUB Investment Partners
Texas
$1.46M +$729K +15,077 +99%
GCP
108
Gill Capital Partners
Colorado
$1.43M +$1.43M +29,609 New
PWM
109
Purus Wealth Management
California
$1.41M +$609K +12,583 +76%
SFA
110
Source Financial Advisors
New York
$1.39M +$721K +14,900 +107%
GM
111
GeoWealth Management
Illinois
$1.39M +$718K +14,850 +106%
RCM
112
Rain Capital Management
Oregon
$1.37M +$123K +2,533 +10%
IA
113
IFP Advisors
Florida
$1.35M +$447K +9,244 +49%
ATC
114
Argent Trust Co
Tennessee
$1.3M +$1.3M +26,940 New
JFG
115
Jefferies Financial Group
New York
$1.27M +$1.27M +26,355 New
IWM
116
IHT Wealth Management
Illinois
$1.27M +$521K +10,767 +69%
Mariner
117
Mariner
Kansas
$1.22M +$45K +930 +4%
SOS
118
Silver Oak Securities
Tennessee
$1.22M +$347K +7,172 +40%
AWA
119
Arete Wealth Advisors
Illinois
$1.21M +$373K +7,713 +45%
IAIM
120
International Assets Investment Management
Florida
$1.18M +$717K +14,814 +155%
IWC
121
Integrated Wealth Concepts
Massachusetts
$1.16M +$823K +17,007 +247%
TCWM
122
Total Clarity Wealth Management
Illinois
$1.15M +$234K +4,848 +26%
JPLA
123
Joseph P. Lucia & Associates
New York
$1.12M +$747K +15,445 +200%
CAM
124
Cresset Asset Management
Illinois
$1.08M +$744K +15,387 +219%
CWA
125
Clarity Wealth Advisors
California
$1.05M +$484K +10,000 +85%
3 4
5
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