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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$655M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$421M
3
Bank of America
Bank of America
North Carolina
$117M
4
LPL Financial
LPL Financial
California
$253M
5
Wells Fargo
Wells Fargo
California
$138M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M
2
ACA
Aptus Capital Advisors
Alabama
$647K
3
PCIA
Prime Capital Investment Advisors
Kansas
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jane Street
Jane Street
New York
$524K
Name Holding Trade Value Shares
Change 		Shares
Change %
MTWM
126
Masso Torrence Wealth Management
New Jersey
$2.49M +$743K +14,872 +43%
VAM
127
Verity Asset Management
North Carolina
$2.48M -$930K -18,628 -27%
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
$2.47M +$1.49M +29,769 +151%
WM
129
Whitford Management
New York
$2.45M +$2.45M +49,154 New
LSPW
130
Lake Street Private Wealth
Illinois
$2.45M -$163K -3,268 -6%
GSIAS
131
Garden State Investment Advisory Services
New Jersey
$2.4M +$14K +280 +0.6%
AWM
132
Axxcess Wealth Management
California
$2.31M +$1.69M +33,912 +275%
WAOI
133
Wealth Advisors of Iowa
Iowa
$2.3M +$1.21M +24,139 +110%
Franklin Resources
134
Franklin Resources
California
$2.29M +$22.5K +450 +1%
FPGK
135
Financial Partners Group (Kansas)
Kansas
$2.26M +$618K +12,382 +38%
SOS
136
Silver Oak Securities
Tennessee
$2.26M +$583K +11,674 +35%
OWA
137
ORBA Wealth Advisors
Illinois
$2.25M +$2.25M +44,969 New
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$2.2M +$342K +6,842 +18%
SWP
139
Stratos Wealth Partners
Ohio
$2.19M +$323K +6,467 +17%
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
$2.16M +$2.16M +43,209 New
TWM
141
Tradition Wealth Management
Minnesota
$2.13M +$43.9K +880 +2%
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$2.12M +$228K +4,562 +12%
PGAM
143
Princeton Global Asset Management
New Jersey
$2.11M +$426K +8,536 +25%
WS
144
Wedbush Securities
California
$2.09M +$1.14M +22,894 +121%
PIA
145
Perennial Investment Advisors
California
$2.09M +$261K +5,220 +14%
Wealthfront Advisers
146
Wealthfront Advisers
California
$2.06M +$2.06M +41,249 New
KA
147
Kovack Advisors
Florida
$2.04M +$497K +9,951 +32%
SRA
148
Secured Retirement Advisors
Minnesota
$2.02M +$2.02M +40,370 New
SMC
149
Smith, Moore & Co
Missouri
$2.01M +$364K +7,284 +22%
KWA
150
Kingswood Wealth Advisors
California
$1.96M +$791K +15,834 +67%
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