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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
$86.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.1M
3
LJCM
Lee Johnson Capital Management
Texas
$24.9M
4
KAS
Kestra Advisory Services
Texas
$21.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$46.4M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$24.4M
2
Jane Street
Jane Street
New York
$2.57M
3
SA
Stewardship Advisors
Pennsylvania
$0
4
Citadel Advisors
Citadel Advisors
Florida
$609K
5
CA
Clearstead Advisors
Ohio
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Pinnacle Associates
New York
$469K +$469K +10,400 New
RA
127
Rockingstone Advisors
Massachusetts
$467K +$205K +4,555 +78%
MP
128
McDonald Partners
Ohio
$452K +$90.2K +2,000 +25%
NEPWA
129
New England Private Wealth Advisors
Massachusetts
$450K +$450K +9,988 New
PWMAG
130
Pinnacle Wealth Management Advisory Group
New Jersey
$440K +$440K +9,750 New
HFS
131
Howard Financial Services
Texas
$437K -$135K -3,000 -24%
ACG
132
Allen Capital Group
Nebraska
$436K +$436K +9,672 New
IAIM
133
International Assets Investment Management
Florida
$430K -$60.6K -1,345 -12%
VWM
134
Vigilare Wealth Management
Arizona
$410K +$45.2K +1,002 +12%
VAS
135
Vestmark Advisory Solutions
Massachusetts
$386K -$15K -332 -4%
AWM
136
Avaii Wealth Management
Wisconsin
$372K -$18.9K -419 -5%
JPLA
137
Joseph P. Lucia & Associates
New York
$348K +$348K +7,707 New
WE
138
Wealth Effects
Massachusetts
$339K +$339K +7,525 New
ZIMP
139
Zimmermann Investment Management & Planning
Pennsylvania
$339K +$11.1K +246 +3%
JIP
140
Jaffetilchin Investment Partners
Florida
$335K +$335K +7,439 New
MA
141
Modus Advisors
Minnesota
$334K +$1.04K +23 +0.3%
ACM
142
AlphaStar Capital Management
North Carolina
$324K -$359K -7,961 -53%
TA
143
TrueWealth Advisors
Alabama
$320K +$320K +7,108 New
SFG
144
SevenBridge Financial Group
Pennsylvania
$318K +$19.6K +434 +7%
CAM
145
Cresset Asset Management
Illinois
$316K +$23.1K +513 +8%
PWM
146
Perigon Wealth Management
California
$311K +$311K +6,901 New
IWC
147
Integrated Wealth Concepts
Massachusetts
$310K +$310K +6,885 New
LNC
148
Lincoln National Corp
Pennsylvania
$302K +$302K +6,691 New
AWE
149
Avidian Wealth Enterprises
Texas
$296K +$296K +6,559 New
NA
150
NewEdge Advisors
Louisiana
$295K +$56K +1,242 +23%
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