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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 %
IP
101
Ignite Planners
California
$3.7M +$328K +6,612 +10%
BIP
102
Blue Investment Partners
California
$3.67M +$446K +8,930 +14%
BRWA
103
B. Riley Wealth Advisors
Florida
$3.63M +$3.26M +65,340 +887%
HWAM
104
Hennion & Walsh Asset Management
New Jersey
$3.49M +$445K +8,913 +15%
VAM
105
Vienna Asset Management
California
$3.48M +$3.48M +70,260 New
QFA
106
Quattro Financial Advisors
Texas
$3.48M +$3.48M +50 New
KFS
107
Kelly Financial Services
Massachusetts
$3.4M +$1.57M +31,475 +86%
IWC
108
Integrated Wealth Concepts
Massachusetts
$3.38M +$1.77M +35,549 +111%
MFP
109
Meridian Financial Partners
Virginia
$3.35M -$636K -12,501 -16%
PFG
110
Prosperity Financial Group
California
$3.34M +$200K +4,013 +6%
HNWAG
111
High Net Worth Advisory Group
Florida
$3.19M +$1.95K +39 +0.1%
ARC
112
Advisor Resource Council
Texas
$3.16M +$3.16M +63,228 New
CWA
113
Consilium Wealth Advisory
Texas
$3.14M -$126K -2,515 -4%
ARG
114
Advisory Resource Group
Oklahoma
$3.05M -$96.3K -1,929 -3%
ICG
115
InterOcean Capital Group
Tennessee
$2.94M +$2.94M +58,850 New
Comerica Bank
116
Comerica Bank
Texas
$2.9M +$1.19M +23,919 +70%
FA
117
Fagan Associates
New York
$2.77M +$495K +9,920 +22%
USCWA
118
U.S. Capital Wealth Advisors
Texas
$2.76M +$647K +12,950 +31%
HH
119
Hilltop Holdings
Texas
$2.75M -$53.5K -1,072 -2%
SW
120
SlateStone Wealth
Florida
$2.66M +$2.66M +53,209 New
WWM
121
Wagner Wealth Management
South Carolina
$2.65M -$38.1K -764 -1%
DC
122
Davenport & Co
Virginia
$2.6M +$182K +3,647 +8%
KWM
123
Kingsview Wealth Management
Oregon
$2.58M +$156K +3,132 +6%
IWM
124
IHT Wealth Management
Illinois
$2.52M +$612K +12,254 +32%
CBA
125
Coastal Bridge Advisors
Connecticut
$2.49M +$1.5M +30,047 +152%
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5
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