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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

324 hedge funds and large institutions have $2.02B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 181 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+56
Holders Change %
+20.9%
% of All Funds
5.17%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
77
Increased
181
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$260M
2
Morgan Stanley
Morgan Stanley
New York
$96.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$141M
4
Wells Fargo
Wells Fargo
California
$64.7M
5
LPL Financial
LPL Financial
California
$171M

Top Sellers

1
HCM
Hilton Capital Management
New York
$0
2
PCIA
Prime Capital Investment Advisors
Kansas
$24.6M
3
RCA
Reitz Capital Advisors
Michigan
$3.75M
4
Jane Street
Jane Street
New York
$2.52M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
126
Source Financial Advisors
New York
$1.55M +$195K +4,156 +14%
SMC
127
Smith, Moore & Co
Missouri
$1.55M +$610K +13,004 +65%
IAIM
128
International Assets Investment Management
Florida
$1.54M +$402K +8,628 +35%
KWA
129
Kingswood Wealth Advisors
California
$1.53M +$873K +13,430 +133%
IF
130
Intrua Financial
Texas
$1.51M +$1.51M +32,199 New
IWC
131
Integrated Wealth Concepts
Massachusetts
$1.5M +$383K +8,171 +34%
CGA
132
Crescent Grove Advisors
Illinois
$1.47M +$1.47M +31,250 New
KA
133
Kovack Advisors
Florida
$1.45M +$1.16M +24,771 +399%
PWM
134
Purus Wealth Management
California
$1.44M +$62.8K +1,338 +5%
OC
135
Oppenheimer & Co
New York
$1.41M +$1.41M +30,003 New
NFG
136
Nations Financial Group
Iowa
$1.41M +$1.41M +29,972 New
JFG
137
Jefferies Financial Group
New York
$1.35M +$116K +2,475 +9%
IA
138
IFP Advisors
Florida
$1.32M +$11.6K +248 +0.9%
SC
139
Scotia Capital
Ontario, Canada
$1.31M +$1.31M +27,954 New
RWPA
140
Richard W. Paul & Associates
Michigan
$1.28M -$426K -9,067 -25%
WE
141
Wealth Effects
Massachusetts
$1.15M +$313K +6,660 +37%
CWP
142
Concord Wealth Partners
Virginia
$1.11M +$1.11M +23,601 New
SPC
143
Sigma Planning Corp
Michigan
$1.06M +$485K +10,325 +85%
MA
144
MBA Advisors
Pennsylvania
$1.05M +$255K +5,426 +32%
Two Sigma Investments
145
Two Sigma Investments
New York
$1.04M +$1.04M +22,200 New
NL
146
NWAM LLC
Washington
$1.04M +$1.04M +22,143 New
SWP
147
Semus Wealth Partners
Florida
$1.03M +$388K +8,265 +60%
WAOI
148
Wealth Advisors of Iowa
Iowa
$1.03M +$354K +7,542 +53%
CWA
149
Clarity Wealth Advisors
California
$1.02M +$469 +10 +0%
RIA
150
Realta Investment Advisors
Delaware
$1.02M – – –
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6
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