JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
151
Summit Wealth Partners
Florida
$999K +$121K +2,587 +14%
ACM
152
AlphaStar Capital Management
North Carolina
$991K -$641K -13,649 -39%
CFG
153
Cooper Financial Group
California
$991K +$341K +7,258 +52%
TA
154
TrueWealth Advisors
Alabama
$957K +$167K +3,568 +21%
RCM
155
Rain Capital Management
Oregon
$946K -$379K -8,066 -29%
CBA
156
Coastal Bridge Advisors
Connecticut
$930K -$3.58M -76,382 -79%
HGERS
157
Householder Group Estate & Retirement Specialist
Arizona
$928K +$928K +19,778 New
ASN
158
Advisory Services Network
Georgia
$926K +$152K +3,232 +20%
FFWA
159
FRG Family Wealth Advisors
Washington
$915K +$631K +13,443 +222%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$892K +$40.3K +858 +5%
WS
161
Wedbush Securities
California
$891K +$70.7K +1,505 +9%
PA
162
Parallel Advisors
California
$880K +$363K +7,726 +70%
Lido Advisors
163
Lido Advisors
California
$862K +$102K +2,165 +13%
LNC
164
Lincoln National Corp
Pennsylvania
$856K +$376K +8,010 +78%
NW
165
NewEdge Wealth
Pennsylvania
$855K +$366K +7,792 +75%
HI
166
Harbour Investments
Wisconsin
$828K +$251K +5,339 +43%
CIAS
167
Capital Investment Advisory Services
North Carolina
$792K +$792K +16,885 New
TAM
168
Tucker Asset Management
Colorado
$778K +$132K +2,814 +20%
BWA
169
Beam Wealth Advisors
Louisiana
$775K +$53.1K +1,131 +7%
AUB
170
Atlantic Union Bankshares
Virginia
$771K +$33.9K +722 +5%
NCG
171
Newport Capital Group
New Jersey
$766K +$766K +16,315 New
RRA
172
Round Rock Advisors
Connecticut
$765K +$470K +10,020 +160%
JWCA
173
J.W. Cole Advisors
Florida
$763K +$235K +5,009 +45%
MCIA
174
Mountain Capital Investment Advisors
Colorado
$736K +$155K +3,203 +27%
WP
175
WealthSource Partners
California
$731K +$171K +3,635 +30%