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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 %
WP
151
WealthShield Partners
North Carolina
$289K -$30.4K -675 -10%
KPWS
152
Kestra Private Wealth Services
Texas
$283K +$51.8K +1,148 +22%
WS
153
Wedbush Securities
California
$281K +$34K +754 +14%
PIA
154
Perennial Investment Advisors
California
$277K +$277K +6,138 New
CP
155
Castleview Partners
Texas
$276K -$32.3K -716 -10%
JWCA
156
J.W. Cole Advisors
Florida
$275K +$275K +6,104 New
CA
157
Clearstead Advisors
Ohio
$253K -$1.17M -25,952 -82%
WSCM
158
Wellington Shields Capital Management
New York
$248K +$248K +5,500 New
GVAG
159
Great Valley Advisor Group
Delaware
$239K +$239K +5,307 New
CFGS
160
Concourse Financial Group Securities
Alabama
$237K +$237K +5,263 New
Wells Fargo
161
Wells Fargo
California
$233K +$58K +1,287 +33%
DWP
162
Daymark Wealth Partners
Ohio
$229K +$229K +5,080 New
SIM
163
Seaview Investment Managers
Florida
$227K +$1.04K +23 +0.5%
MW
164
Marcum Wealth
Ohio
$226K -$20.7K -458 -8%
ZB
165
Zions Bancorporation
Utah
$225K +$225K +5,000 New
SWP
166
Stratos Wealth Partners
Ohio
$221K +$221K +4,894 New
VWA
167
V Wealth Advisors
Kansas
$205K +$205K +4,540 New
AF
168
Advisornet Financial
Minnesota
$179K +$43K +954 +32%
ASN
169
Advisory Services Network
Georgia
$147K +$66.3K +1,470 +82%
Morgan Stanley
170
Morgan Stanley
New York
$141K +$141K +3,130 New
AA
171
AlphaMark Advisors
Kentucky
$131K +$120K +2,673 +1,128%
MCC
172
Money Concepts Capital
Florida
$110K +$44.4K +11,506 +68%
DI
173
Disciplined Investments
Oklahoma
$106K +$106K +2,350 New
HI
174
Harbour Investments
Wisconsin
$95.1K -$7.62K -169 -7%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$92K +$60.6K +1,345 +194%
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7
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